Life is complicated enough. Worrying about your finances should not be! Whether it’s ensuring that you are maximizing the value of your investments, protecting your family in case of an untimely death or life threatening illness, saving for retirement, finding the right mortgage or getting appropriate funding for your business, suitable financial advice is vital. Many of our clients tell us that they value being able to discuss their finances with a financial expert. Our advisers are trained to the highest standards and backedup by research tools that enable us to find the most suitable solution for each client. As a small family owned firm we are committed to delivering the highest quality of service to all our clients. Smart Investments is a trading style of Cogent Financial Services Ltd an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Cogent Financial Services Ltd is Registered in England and Wales, No: 04971972. Registered Address: 9 Freetrade House, Lowther Road, Stanmore, HA7 1EP.
View Top Employees from Smart InvestmentsWebsite | http://www.smartinvestments.co.uk |
Revenue | $3 million |
Employees | 9 (9 on RocketReach) |
Founded | 2003 |
Phone | +44 20 8952 2482 |
Industry | Financial Services, Real Estate |
SIC | SIC Code 655 Companies, SIC Code 65 Companies |
NAICS | NAICS Code 23721 Companies, NAICS Code 2372 Companies, NAICS Code 23 Companies, NAICS Code 237 Companies, NAICS Code 237210 Companies |
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The Smart Investments annual revenue was $3 million in 2024.
Neel Shah is the Managing Director of Smart Investments.
9 people are employed at Smart Investments.
The NAICS codes for Smart Investments are [23721, 2372, 23, 237, 237210].
The SIC codes for Smart Investments are [655, 65].