Twelve Wealth Management (TWM) is delighted to announce the acquisition of Smith Hobbs Wealth Management Ltd, a strategic fit that strengthens our advisory expertise and enhances the support available to our clients.

Welcoming Matt Smith

We are especially pleased that Matt Smith will be joining TWM. Matt is a Chartered Fellow of both the CII and CISI and brings extensive experience from his time as Private Banking & Advice Manager at Lloyds Bank. His client-first approach and professional expertise align perfectly with TWM’s ethos of building long-term, trusted relationships.

What This Means for Clients

• Greater support from a larger, experienced team
• More touchpoints and faster service
• Broader shared knowledge and expertise across the firm

At TWM, clients sit at the heart of everything we do. The integration of Smith Hobbs Wealth Management Ltd and Matt Smith ensures we continue to deliver exceptional advice while broadening the capabilities available to our clients.

Matt Smith, Managing Director of Smith Hobbs Wealth Management, commented:

“I’m thrilled to be joining Twelve Wealth Management. This move represents an exciting opportunity to build on the foundation we’ve established at Smith Hobbs. TWM’s scale, expertise, and shared vision for quality advice and a personal service will enable us to deliver even more value and insight to clients as the financial landscape continues to evolve. I’m looking forward to continuing my active involvement within the team and supporting clients with their financial journey.”

Marc Norris, Managing Director of Twelve Wealth Management, commented:

“We’re delighted to welcome Matt and his clients to Twelve Wealth Management. His professionalism and client-focused approach are an ideal fit for our team. This acquisition marks an exciting step forward in our growth journey, strengthening our capabilities and ensuring we continue to deliver the highest standard of advice to our clients.”

We look forward to continuing our journey with Smith Hobbs’ clients, and someone from TWM will be reaching out over the next few days to introduce themselves and answer any questions.

About Twelve Wealth Management

Twelve Wealth Management is a team of experienced financial advisers dedicated to helping individuals, families, and businesses achieve their financial goals. Through tailored, face-to-face advice, the team supports clients at every stage of life, building financial clarity, security, and confidence.