About Smith and Wardle Financial Planning

We are a firm of independent financial planners helping clients in Hitchin & surrounding areas to achieve their financial and lifestyle goals.
We work with:- Those planning for the futureYou 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 retirementThere 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.- TrusteesWe’ve been working in this specialist field, helping and advising both professional and non-professional trustees for many years.- Those looking for help with Inheritance Tax planning- DIY investors requiring a sense checkWe 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.We’ve helped many DIY investors in this way.Whatever you come to us for help with, our main objective is to demystify financial services and give you clarity on your future. Our clients often comment that they leave us feeling reassured and empowered by the service we provide.
Pensions & retirement: