SMH Jolliffe Cork adds new Financial Services division

SMH Jolliffe Cork adds new Financial Services division

08:41 12 October in Member News
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Wakefield based Chartered Accountants, SMH Jolliffe Cork, have now added Financial Services to their wider service offering available since joining the SMH Group.

SMH Group have been offering tailored financial advice for pensions, wealth management, tax planning and assurance to clients across their offices in Yorkshire and Derbyshire for many years, which clients of SMH Jolliffe Cork can now access since they merged into the group in 2021.

To meet with client demand, SMH Jolliffe Cork will now have Andrew Huby as a permanent member of the Financial Services team based in their office on George Street in Wakefield.

Andrew Huby, Financial Planning Manager at SMH Financial Services comments: “Whilst we have been offering financial planning advice to clients of SMH Jolliffe Cork since the merger, it has become apparent that we need a full-time member of the team based here in Wakefield.

“It’s reassuring for clients to know that we are available for face-to-face meetings, but it also means we can gain full knowledge of their requirements from their accountant as well, which ultimately means we can offer the best possible advice to meet their specific circumstances.

“Having been part of the SMH team since 2019 I’m now looking forward to developing SMH Financial Services as a valuable benefit for SMH Jolliffe Cork clients.”

Mark Bardwell, Partner at SMH Jolliffe Cork adds: “We’re delighted to welcome Andrew into the team and are looking forward to working alongside him. His wealth of knowledge will not only benefit clients, but also our staff as they will have someone in the office who they can share knowledge with and ask for advice.

“We’re always looking for new ways to grow the business, so in addition to benefitting existing clients, having the physical presence of a Financial Planner in Wakefield also means we can tap into the local financial services market for businesses and individuals who are not yet clients of the firm.”

SMH Financial Services have been operating as part of the SMH Group since 2015. Andrew and the team can be contacted in Wakefield on 01924 376045 or ahuby@smh.group  

Shane Young

shane.young@brchamber.co.uk
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