Our philosophy

We care about each client's experience.

We strive to ensure all solutions we recommend are backed up with evidence, explained clearly, at your pace and without excessive jargon. We don’t want to just assert our conclusions; it is important to us that clients understand why we have suggested each course of action.

We care about having a fair, honest and open system of charging.

We are upfront about how our fees are worked out and will always tell you in advance of each service what fixed fee we’ll ask you to pay for that service. You can visit our Fees page for more information on this.

We care about being independent and unbiased in our advice.

We are independent financial advisers. That means we put you first in all that we do, and only make recommendations that we believe are right for you and your personal circumstances. We are free to recommend products from the whole of the market, without restrictions being placed on us.

We care about what you want to achieve.

We want you to feel confident and reassured with your money matters so you can get on with life. Sometimes, in our work, we tackle complex and difficult subjects; we always do so with sensitivity, consideration, and diligence.

We care about having happy clients!

We create long-term valued relationships with our clients. We will be here to support you through whatever life throws at you. We want to ensure that you understand your money better, so that you feel able to enjoy your life.

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