Smith & Wardle Financial Planning Information

We specialise in creating financial plans and providing financial advice to guide you through life’s myriad twists and turns. 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. We work with: - Those planning for the future You may want help protecting your finances from risk, working out a plan to pay off your mortgage early, saving for the future, or securing a comfortable retirement. - Those at retirement There are a myriad of options now available to meet your income needs once you slow down or stop working. Whatever your questions, worries and aspirations, we’re here to help you enjoy every minute of your retirement. - Trustees We’ve been working in this specialist field, helping and advising both professional and non-professional trustees for many years. - DIY investors requiring a sense check We understand that some people like to be a bit more ‘hands-on’ with their finances. But we also know that no matter how adept you are, you may still, on occasion, want a sense check from an impartial professional.