We create long-term valued relationships with our clients. We will be here to support you through whatever life throws at you.
At Smith and Wardle, we work with four particular groups of clients.
By specialising in this way, we’re able to focus all our efforts on meeting your needs. And it means we’re able to get really good at what we do.
Whatever you come to us for, we aim to provide you with comfort, clarity and confidence in your financial affairs. Some of our clients come to us as experienced investors, others have never approached a financial adviser before; all tell us that they find us understanding, knowledgeable and approachable.
Planning for the future
It’s never too early to begin planning for the kind of future you want. But personal finances can be a complicated and conversations about money can feel daunting when you’re not sure where to start.
We’ll help you explore your priorities and define your goals, organise your finances and set you on the right path to achieving them. And then we’ll help to keep you on track with ongoing support and guidance for the journey.
Some people like to gradually phase into it, others can’t wait to down tools and hit the retirement road. For others, who truly love their work, it’s something to put off.
We can help you identify what you want for your retirement and build you a plan that allows you to progress towards your freedom years with confidence and peace of mind.
DIY investor sense check
You’ve always looked after your own investments and pensions and, so far, you’ve done a pretty good job.
You take an interest in investment markets and feel you have a good understanding of the highs and lows. You do understand though, that this is a complex area and from time to time, you’d like to get a second opinion.
Trusts have always been an important part of financial planning. They can be used to pass wealth on in families, protect assets for current and future generations, help with succession planning in businesses, and in many cases can reduce the tax paid by you or your loved ones.
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.
Suite B, Gloverside
23-25 Bury Mead Road