Somerset Wealth Management

Associate Partner Practice of St. James's Place Wealth Management


Nick Smith MBA DipPFS Cert CII (MP),
Principal

Nick is the Founder and Principal of Somerset Wealth Management, helping to deliver financial success for corporate and individual clients ranging from entrepreneurs and directors to current and former military personnel.

"I loved my 10 years flying helicopters in the Royal Navy - making a difference to people's lives, be that in support of UN Sanctions, humanitarian operations or counter-narcotics. Having subsequently gained 15 years' experience in Financial Services, I now thoroughly enjoy helping people in a very different way by putting their financial success at the heart of what I do.

My military experience has instilled in me a strong sense of doing the right thing at the right time for my clients and to act with the highest integrity and professionalism in everything I do. Ultimately, I am passionately committed to helping my clients achieve a secure and successful financial path for them and their loved ones."

Tel: 01761 202 855
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Mike Clancy,
Commercial Director

Having led cross-functional teams in the service sector for over 10 years, I have accumulated a wealth of skills in everything from operational efficiency through business transformation, recruitment and P&L management for very large budgets.

At Somerset Wealth Management, I am responsible for spearheading the commercial growth of the business specifically focusing on client acquisition and the development of sales and marketing activities, designed to stimulate increased market share and heightened brand awareness.

Tel: 01761 202 855
Mobile: 07927 219 581
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Beverley Smith,
Practice Manager

Beverley is Practice Manager of Somerset Wealth Management and provides essential back office support to our clients.

“My twelve years’ management experience working in the Airline Industry and subsequently the Hospitality Industry has given me an in-depth understanding of how to deliver exceptional Customer Service.

I understand that excellent communication, together with accurate and timely delivery is critical to building trust with our clients.”

It is fundamental to the business that the core principles of exemplary service and customer excellence are embedded in everything we do. If a client needs something, I do everything I can to make it happen.”

Tel: 01761 202 855
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Charlotte Neave,
Personal Assistant

Charlotte is the Personal Assistant at Somerset Wealth Management, responsible for administrating business within the Practice and providing comprehensive support to our clients and the office team.

“My experience lies predominantly within a supportive role, working within a fast-paced environment running a variety of admin activities concurrently.

My ability to time manage and build effective working relationships at all levels is crucial to providing outstanding support to both the Practice and our clients.

It is of the upmost importance that new business is managed accurately and efficiently, and that existing client portfolios’ are managed with the upmost of care. I am fully committed to support and underpin the relationship between the client and the Practice.”

Tel: 01761 202 855
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