About us

Our values

We offer a fresh perspective on your money matters, with honest, unbiased and straightforward financial advice.

In everything we do, we show we care.

We improve our clients’ lives

We care about what you are trying to achieve. We’re here to support you through life’s journey and help you reach your goals. Our clients know they can rely on us.

We’re passionate about what we do

We believe that money doesn’t have to be a chore. We want you to feel confident about your future and empowered with a new sense of financial freedom.

We put you before your money

We are independent financial planners. That means that our advice is impartial and based only on what we think is right for you. We care about our clients’ experience.

Meet the team

Helena Wardle

Chartered Financial Planner

Jonathan Smith

Financial Planner

Katharine Ross

Client Services Manager

Louise Szombara

Client Services Assistant

Donna Penny

Operations Manager

Simon Jackson

Trainee Financial Planner

Veronica D’Amico

Client Services Assistant

Vicky Pearce

Compliance Officer

Christian Lloyd-Williams

Financial Planner

Zahaan Hussain

Mortgage Advisor

When I have visited the office, I always get a cup of coffee and everyone is always friendly.

Nick Newbery, Pirton, client since 2014

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, Hitchen 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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