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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.

Still Hitchin's only Top Rated financial planning firm

Smith and Wardle Financial Planning profile

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.

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.

We’re proud to announce we’ve been shortlisted for the inaugural VouchedFor awards.

We are proud to have been shortlisted for two categories at the inaugural VouchedFor Awards — Client Trust and Client Experience. This recognition is entirely thanks to the incredible feedback received from our valued clients, and we are grateful to everyone who has taken the time to leave us a review.

The VouchedFor Awards stand out among financial services awards as they are entirely based upon client feedback. That is why it’s a huge honour to be included in the shortlist. We are eagerly looking forward to the announcement on 8 May!

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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