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SMPW’s insurance broker is a customer representative who helps individuals and businesses find the best policies to meet customers' needs. A broker must obtain a license in a particular insurance area to sell the policy. We are familiar with the insurance market and have extensive industry knowledge. Our responsibilities include researching policies, providing financial & risk management advice, preparing reports and maintaining records. Our insurance brokers are professionals trained in insurance and risk management solutions. We may focus on a single type of insurance or service in many ways. Insurance brokers need to specialise and clearly explain complex insurance terms to the clients. FCA aims to protect the interests of insurance brokers and their customers, advice consumers and help maintain the highest standards of the UK insurance industry. All companies authorized by FCA will be well regulated once they are checked for suitability and responsible for carrying out the regulated business. Companies that transact without authorization may be fined or even jailed for breaking the law. SMPW’s insurance brokers deal directly with a range of insurers; sometimes have access to policies that most consumers can't use. When customers consider buying an insurance product but are not familiar with its complexity, our insurance broker will find the best product for you according to your requirements. We strictly adhere to the rules, highlight the key facts of the policy, and check with you to make sure you understand our recommendations and the product that purchased. We will provide you with the most objective and appropriate advice. Process all the information in a confidential and substantive manner. Meanwhile, we will strictly abide by the terms of the business agreement with you. Therefore, after being authorized, SMPW obtained temporary permission to do more business about insurance, which can enrich our business types. At the same time, our insurance broker know more about the insurance market and be able to negotiate more competitive premiums on your behalf, so that your costs will be lower. It can also motivate potential customers to trust us more through real-time supervision. We uphold the principle of your responsibility, which will bring us reputation. Click here to see all qualification that SMPW hold at FCA: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000a7DXaAAM

On 22nd June, St Mary’s Private Wealth was invited again to the 2nd UK China Property and Investment Exhibition held in central London. The UK CHINA Property and Investment Exhibition is one of the most significant property and investment exhibitions in the UK and attracted over 1,000 visitors to attend this year. Our mortgage and protection advisers held 1-to-1 consultation throughout the day, which was well received by guests. We were also excited to catch up with many existing clients! Meanwhile, our mortgage advisor presented an insightful speech that brought a series of useful and practical information about mortgages and loans to an audience. If you have missed the exhibition and still wish to speak to an advisor, please click here to book your free consultation: https://www.spwinvestment.com/book-online/mortgage-consultation/book

Another eventful and fruitful year is drawing to a close. Our clients’ success in life and career is our ultimate pleasure. To honor our clients’ trust and express our gratitude, St Mary’s Private Wealth hosted an afternoon tea in London’s luxurious Le Meridien Hotel. We spent an extremely pleasant afternoon with our guests, sharing business achievements and unique experiences. SMPW wishes all of you a Happy New Year!

On 22nd June, St Mary’s Private Wealth was invited again to the 2nd UK China Property and Investment Exhibition held in central London. The UK CHINA Property and Investment Exhibition is one of the most significant property and investment exhibitions in the UK and attracted over 1,000 visitors to attend this year. Our mortgage and protection advisers held 1-to-1 consultation throughout the day, which was well received by guests. We were also excited to catch up with many existing clients! Meanwhile, our mortgage advisor presented an insightful speech that brought a series of useful and practical information about mortgages and loans to an audience. If you have missed the exhibition and still wish to speak to an advisor, please click here to book your free consultation: https://www.spwinvestment.com/book-online/mortgage-consultation/book

In March 2019, St Mary's Private Wealth is proud to became a signatory to HM Treasury's Women in Finance Charter among 36 newly joined firms. Firms that sign up to this Charter are pledging to be the best business in the sector. Over 800,000 employees in the UK are now covered by the Women in Finance Charter. HM Treasury's Women in Finance Charter aims to tackle gender inequality in financial services sector. Thanks to this plan, female representation in the City is rising. “We believe a balanced workforce is beneficial to our customers and ultimately beneficial to the business.” said Peng Liu, Director of St Mary’s Private Wealth. St Mary's Private Wealth pledges to promote gender diversity by: • having one member of our senior executive team who is responsible and accountable for gender diversity and inclusion; • setting internal targets for gender diversity in our senior management; • publishing progress annually against these targets in reports on our website; • having an intention to ensure the pay of the senior executive team is linked to delivery against these internal targets on gender diversity.

On December 14, SMPW successfully held the Networking Reception Event at Le Meridien Piccadilly, London. We prepared delicate canapés, wines and desserts for our clients, to reward them for all of their trust and support throughout the year. It was also aiming to provide our clients a chance to make new friends and to build up a meaningful society.

SMPW obtained the Insurance Financial Conduct Authority Approval in September 2018. SMPW’s insurance broker is a customer representative who helps individuals and businesses find the best policies to meet customers' needs. A broker must obtain a Financial Conduct Authority (FCA) approval in a particular insurance area to sell the policy. We are familiar with the insurance market and have extensive industry knowledge. Our responsibilities include researching policies, providing financial and risk management advice, preparing reports and maintaining records. Our insurance brokers are professionals trained in insurance and risk management solutions. We may focus on a single type of insurance or multiple insurance. SMPW’s insurance brokers deal directly with a range of insurers; sometimes having access to policies that are not opened to individual consumers. When customers consider buying an insurance product but are not familiar with its complexity, our insurance broker will find the best product for you according to your requirements. We strictly adhere to the rules, highlight the key facts of the policy, and check with you to make sure you understand our recommendations and the product that is purchased. We will provide you with the most objective and appropriate advice. Process all the information in a confidential and substantive manner. Meanwhile, we will strictly abide by the terms of the business agreement with you. Our insurance broker has extensive knowledge of the insurance market and maybe able to negotiate a more competitive premium on your behalf, so that your costs will be lower. Click here to see all SMPW Financial Conduct Authority approval at: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000a7DXaAAM

St Mary's Private Wealth granted Mortgage Financial Conduct Authority Approval in March, 2018. In the UK, all operating mortgage brokers must be regulated by the Financial Conduct Authority (FCA). This helps to ensure that you have access to professional advice. When choosing a mortgage broker, you need to make sure their knowledge of products and their resources are suitable for you. Our experienced mortgage brokers offer a telephone, face-to-face service in order to help you with this process. We have served both local and foreign clients in the United Kingdom, providing a cost-effective service. Click here to see all SMPW Financial Conduct Authority approval at: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000a7DXaAAM