Savings &
Investments
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Life
Insurance
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Individual
Retirement
Plan
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About Us
We help you save now for a better future
We are the leading Independent Financial advisory firm operating in Uganda. We provide savings and investments advisory as well as risk management solutions to retail and institutional investors that include saccos and investment clubs, schools, Churches, Informal savings groups, Family businesses, small and large corporations looking to invest working capital or manage cash flows, financial institutions, government and individuals.
We are committed to helping investors unlock alternative investment opportunities beyond traditional asset classes as well as equipping individual investors with the best practices and solutions to manage their wealth and meeting their personal financial goals.
Together with our partners, we’re contributing to a future financially Stable and independent generation.
Our Financial Planning Services
Personal Financial Advisory
Everything from creating emergency funds, accumulation and protection of wealth, to retirement planning.
Private Wealth Advisory
We help high net worth individuals to protect and maximise their wealth across generations.
Protection Planning
We help you to protect yourself and your loved ones against unexpected situations in the event of death, disability, illnesses and long-term care caused by illness/disability so that the lifestyle is not drastically impacted.
General Insurance
At Smart stock financial services, we offer a comprehensive range of general insurance solutions, catering to both Personal and Commercial needs.
Fee-Based Financial Planning
Detailed analysis of your personal financial health to help you achieve your goals.
Why Choose Us
We help clients to get more
Choose Independent Financial Advisory (IFA)
By virtue of our structure as Independent Financial Advisors, we deliver impartial and comprehensive financial advice aligned to clients’ interest and customised to clients’ needs.
Supported by robust and thorough wealth management research & support, we empower our clients to gain access to best-of-breed financial products and services, be it life insurance, general insurance, investment, Retirement planning etc.
What We Do
Our Approach
Our Partners
