Smith and Wardle Financial Planning - Hitchin

Smith and Wardle Financial Planning is a reputable financial planning company, renowned for their professionalism and dedication to providing customized financial guidance. Located at Suite B Gloverside, Hitchin SG5 1RT, United Kingdom, this firm specializes in offering comprehensive financial planning services to their clients.

Specialties and Services

• Financial planner

They have a number of specialties including financial planning, wealth management, retirement planning, and investment advice. Their services are characterized by being personalized, comprehensive, and tailored to the individual needs of their clients.

Points of Interest

Here are some additional features that set Smith and Wardle Financial Planning apart:

• Online appointments
• On-site services
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended
• Free of charge street parking
• On-site parking

Reviews and Opinions

Smith and Wardle Financial Planning has amassed a significant number of positive reviews from satisfied clients who have benefited from their services. The company boasts an impressive average rating of 5/5 on Google My Business.

Some of the comments highlight the quality of service offered by the company, such as:

During our conversations, Christian took the time to really understand us & how we think. He gave us some extremely helpful & very clear advice on simplifying our finances & the structure of our investments. The final report & meeting really helped us to clarify what we can spend in retirement & has given us the confidence to execute our plans.

With an experienced team and a commitment to excellence, Smith and Wardle Financial Planning stands out as a top choice for those seeking professional financial planning services.

👍 Reviews of Smith and Wardle Financial Planning

Katherine M.

5/5

During our conversations Christian took the time to really understand us & how we think. He gave us some extremely helpful & very clear advice on simplifying our finances & the structure of our investments. The final report & meeting really helped us to clarify what we can spend in retirement & has given us the confidence to execute our plans.
It was extremely helpful exercise to talk through our plans and strategy, this has given us the encouragement & the confidence to be sure our plans are solid.
We wouldn't hesitate to work with Christian again in the future.

Anthony A.

5/5

We are pleased in our switch to Smith and Wardle. The services offered are comprehensive, suiting those wanting a full-management service or just annual/rolling support and planning for self investment pension portfolios. Christian is professional and helpful, we have no hesitation in recommending Smith and Wardle.

Sarah B.

5/5

Jonathan has been my financial advisor for 3 years now. He has helped me to organise my finances ahead of retirement.
Annual reviews are extremely constructive, with excellent guidance on planning for my future needs.
Always a friendly, efficient and knowledgeable service, very focused and attentive to my profile and needs.
I would highly recommend!

peter D.

5/5

I have been with Jonathan Smith for many many years and continue to benefit from his experience and financial care through Smith and Wardle. Consolidating pensions, bond management and ISA investments are all managed as a portfolio that continues to provide for my financial needs. With an eye for detail, market fluctuation and risk management the team at Smith and Wardle are always looking to the future to obtain the very best returns. My annual review meetings with Jonathan and now Katharine are relaxed, informative, always followed up with appropriate notes with actions and agreed plans. In summary I would highly recommend Smith and Wardle for financial management services.

Henrietta W.

5/5

Christian has been absolutely brilliant in helping me financially plan. My Dad has used Smith and Wardle for many years, and I am extremely new to investing and financial planning so wanted some support and guidance. I could not have asked for a better advisor to support me through the first few months of self-employment!
A friendly face who is never pushy and always listens and acts in your best interests. Thank you!

Sue H.

5/5

We have been using Smith & Wardle for over 4 years now and our experience has been very good. Jonathan Smith is an excellent financial advisor who gives us good advice while explaining everything very clearly (and with a sense of humour!).
Everyone else in the office who we have come in contact with has also been very polite and efficient.

Tanya H.

5/5

I’ve recently relocated to the UK after spending a number of years abroad and needed to make sure I have a good understanding of setting my investments up correctly in the UK market. Christian reviewed my pensions with my employer, insurances and investments to ensure I have enough coverage. The meetings have exceeded my expectations, I have a much clearer understanding of my investments and am assured they are set up in the most effective way.

Richard

5/5

Excellent advice and maintenance from Jonathon and Christian.
The advice and product that was recommended pre my retirement (2015) continues to perform well today. The team is easily approachable, and I have received rapid and full responses to any queries raised.