Somerset Smith Partners has been providing financial advisory services to investors for over 70 years.  One of the key components to our success and longevity has been the strong adherence to the principle of ensuring all advisors are qualified and experienced. 

All our advisors are NZX Brokers or NZX Associate Brokers, and accordingly, are bound by the NZX Code of Practice, which contains standards in relation to character, qualifications, experience, business practise, duty of care, conflicts of interest and disciplinary procedures.

In order to achieve these high standards, advisors are carefully vetted, and set rigorous requirements before being accredited with NZX Broker status. The requirements placed on NZX Firms are equally stringent. As a result, investors can have confidence that the standards required of NZX Firms and Brokers are the highest in the financial industry.

This in turn, ensures that the advice Somerset Smith Partners provides is of the highest quality and standard.

(Anyone providing advice through a NZX Firm, who does not meet these standards is in breach of the rules.  We strongly recommend that you deal only with qualified members of the New Zealand Exchange (NZX).  The rules are there for investors’ protection. Similarly, we strongly recommend that investors carefully assess the qualification, background and experience of financial advisors who are not NZX affiliated. Few meet the high standards adopted by the NZX and Somerset Smith Partners).