Why choose us?

We're financial planners

As financial planners, we look at the big picture. We spend time talking to you about your lifestyle, as well as your financial, goals. We look for solutions that join up the dots, enabling you to both boost your bank balance and bring about the changes you want to see in your life, too.

We're independent

We feel that to offer truly objective advice we needed to be independent. That means we’re not tied to any one company or product. We will explore the entire market to find the most appropriate financial solution. It also means that you can rest assured the only recommendations we will ever make to you are the ones we believe are in your best interests.

We’re highly qualified

Chartered status is awarded by the Chartered Insurance Institute, the professional body for insurance and personal finance providers. It’s given only to those financial planners who uphold gold standard ethics and values in financial planning. We’re proud to have both Chartered and highly experienced financial planners at Smith and Wardle.

We put clients first

Financial planning is about you, what you are trying to achieve and how your money fits in with this. We spend time understanding your goals, what drives you and what you want your future to look like; not just listing what you have and what you owe. Your aims are our aims.

Read about our values

Transparent fees

We feel it is very important we provide complete transparency when it comes to how we do our job and how much we charge for that work. Many financial planners don’t allow prospective clients to view their fees in advance, but we believe in openness. You can see our fees on our Fees page.

Visit our fees page

We speak plain English

We don’t try to bamboozle you with jargon and we won’t bombard you with unnecessary information. Instead, we spend our time helping you make sense of your money and helping you unpick the complexities that often come with money matters.