Carlton Smith Shortlisted For Spear’s 500

George Carlton-Smith of Carlton Smith Private Wealth has been shortlisted for entry into the 2016 edition of the Spear’s 500 book. Entry is based on merit and this year they are expanding away from London to cover all regions of the UK. They have conducted research based around client feedback and peer review to draw up their shortlist.

There will only be around 40 firms represented outside the London area, so this is great news for Cornwall to have a business in the shortlist. The ever changing sphere of global issues affecting wealth management means demand for high quality advice has intensified over recent years.

George Carlton-Smith says “Spear’s are specifically looking for sensible, solid advisory wealth and asset management companies. We are thrilled to have been shortlisted for this publication.”

Spear’s 500 is considered the Michelin guide to the wealth management industry:

• Circulation 27,000 high net worth individuals
• The 2016 edition launch will be autumn 2015 (last year this was at The Savoy)
• Spear’s was founded in 2006

Carlton Smith Private Wealth can be contacted via info@cspwealth.com or by calling 01872 484 714.

Carlton Smith Private Wealth, owned and managed by brothers Nic and George, was re-launched in 2010 focussing its services on business owners. Its clients are at the centre of everything the brothers do and with the aim of delivering totally effective wealth management following one simple purpose – investing for life. They have been recognised by VouchedFor as a Top 200 IFA in the UK several times since the site was launched.