New chartered financial planning firm SME Wealth Management opens flagship office at Princes Dock

A brand-new financial planning firm has officially opened its doors at Princes Dock, Liverpool Waters — adding to the growing business buzz along the city’s iconic waterfront.

SME Wealth Management, a Chartered Financial Planning firm, becomes the third new tenant to join the vibrant business destination in just two months, following the recent arrivals of LRB Law and Global Ports Holding.

Founded by a team of four experienced advisers, all holding the highest-level Chartered Financial Planner status, SME Wealth Management brings a fresh, people-first approach to wealth planning. The firm is focused on long-term relationships and building bespoke financial strategies based on individual lifestyles, goals and ambitions.

After working together in larger firms where commercial pressures often took priority over client care, the founding partners set out to create something different — a truly independent firm where people come before products.

Now based in a waterside office with scenic views, great parking and easy access, the firm is perfectly positioned to grow its team and client base. With its ‘family office’ style service and personalised financial advice, SME Wealth Management plans to become a key name in Liverpool’s thriving financial services scene.

Ian Paginton, Director at SME Wealth Management, said:

“We’re proud to be part of the business community at Princes Dock. It’s a fantastic setting that reflects our commitment to quality and long-term client relationships. We’re here to do things differently — offering trusted advice that fits real lives, not just balance sheets.”

Liza Marco, Senior Asset Manager at Liverpool Waters, added:

“We’re delighted to welcome SME Wealth Management. Their move shows just how attractive Princes Dock has become for forward-thinking firms.”

Home to over 220,000 sq ft of premium office space, cafés, hotels, and even the UK’s first floating sauna, Princes Dock is fast becoming one of the city’s most exciting places to live, work, and unwind. With more developments on the horizon — including floating padel courts — it’s a prime spot for business and lifestyle in Liverpool.

Find more information about Liverpool Waters here.

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