DIY investors' 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 from the experience you’ve gained. You do understand though, that this is a complex area and from time to time, you’d like to get a second opinion.

Reassurance you’re doing a good job

You might be happy with how your investments are doing, but want the peace of mind of knowing you’re saving enough for your future. Or an experienced eye over the financial plans you’re making. You might want to check you’re not paying more tax than you need to be. It can be nerve-wracking when you’re sorting all these things out for yourself.

How we can help

At Smith and Wardle, we understand that some people like to be a bit more ‘hands-on’ with their finances. That many people enjoy researching and managing their own investments. But we also know that no matter how adept you are, you may still, on occasion, want a sense check from an impartial professional.

We’ve helped many DIY investors in this way.

In partnership with you, we can help you create a financial plan based around your needs and goals, and give you the support to implement it yourself.

And we can stay on hand to give you advice whenever you need it in the future. There’s no commitment of course, but we find our DIY clients regularly come back for our professional advice throughout their ongoing financial journey.