Connect with me
Nick Smith
pro Member - BATH
Somerset Wealth Management
I help business owners demystify and take control of their personal financial health with a Sustainable Wealth Strategy and Financial Action Plan.
A bit about me...
I'm a former Royal Naval Officer (Lynx helicopters), an autism and ADHD advocate, and l'm fascinated by Space.
I work with profitable, purpose-led, family-run businesses who want to take control of their long-term personal financial health, whilst honouring their sustainable values.
I work with Pop Stars to Plumbers, and the one thing they share is a firm commitment to putting their sustainable values at the heart of their financial planning.
I’m looking to partner with professional services firms who serve business owners connected with or operating in the sustainability sector, or who have strong ethical and sustainable values.
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