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.

Smith and Wardle Financial Planning profile

We’re on VouchedFor

VouchedFor is the UK’s leading independent review site for financial advisers, mortgage advisers, solicitors and accountants. Clicking on the VouchedFor badge will take you to our VouchedFor page where you can see my rating and read reviews left by my clients.

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

Client Services Assistant

Sam Puckey

Trainee Paraplanner

Veronica D’Amico

Client Services Team Leader

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.

01462 420544

Suite B, Gloverside
23-25 Bury Mead Road

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