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Your interests at heart

We’re independent financial planners. We’ll listen to what’s important to you, then develop a clear financial plan. Our transparent fixed fee structure separates us from other advisers and means our relationship is completely focused on you.

we care

Who we work with

We specialise in creating financial plans and providing financial advice to guide you through life’s myriad twists and turns.

You can find out more about who we work with and how we’re able to help you on the following dedicated client pages.

We asked our clients what they value in their relationships with us. Here’s what they told us.

We’re proud to announce that we’ve won at the inaugural VouchedFor Awards!

We are thrilled to announce that Smith & Wardle was announced the winner of the Client Experience Award at the inaugural VouchedFor awards.

The VouchedFor awards are the only financial services awards based solely on client feedback, meaning that any recognition we receive is grounded in genuine client experiences.

“Our team consistently strives to put our clients first, and this award recognises those efforts. It also highlights our commitment to the highest standards of client care. We’re here to provide you with five-star service and advice, and this award inspires us to continue striving for excellence.” – Jonathan Smith, Partner at Smith & Wardle.

Here’s what VouchedFor Top Rated means to us

Being a VouchedFor Top Rated Firm is a significant source of pride for all of us at Smith & Wardle. Hear from Jon Smith, our Partner and Independent Financial Planner, about what our inclusion in the guide for a third consecutive year means to us.

Still Hitchin's only Top Rated financial planning firm

We’re proud to say we are included in the VouchedFor Top Rated Guide for 2025, distributed in the Times. This is the third consecutive year we’ve qualified for the guide. The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback. We are still Hitchin’s only Top Rated financial planning firm.

To learn more about our inclusion in the guide, please visit our blog post by clicking here.

Smith and Wardle Financial Planning profile

Meet the team

Helena Wardle

Chartered Financial Planner

Jonathan Smith

Financial Planner

Katharine Ross

Financial Planner & Client Services Manager

Donna Penny

Operations Manager

Simon Jackson

Financial Planner

Jo Wright

Planner Support

Sam Puckey

Paraplanner

Rose Lyden

Planner Support

Veronica D’Amico

Planner Support

Vicky Pearce

Compliance Officer

Christian Lloyd-Williams

Financial Planner

Zahaan Hussain

Mortgage Adviser & Trainee Financial Planner

Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchin SG5 1RT.

We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.

The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.

Click here to read our complaints policy.

theteam@smithandwardle.co.uk

01462 420544

Suite B, Gloverside
23-25 Bury Mead Road
Hitchin
Herts
SG5 1RT

Smith & Wardle
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