Smith & Wardle Financial Planning
Smith & Wardle Financial Planning is an independent financial planning firm that creates financial plans and provides financial advice. They have a fixed fee structure that focuses on clients' individual needs and goals.
- Financial advice
- Financial planning
- Retirement planning
- Investment management
- Inheritance tax planning
Locations
Competitors
Provisio Wealth is a financial planning and wealth management firm that offers bespoke investment strategies tailored to individual client needs.
JLM Independent Wealth Management offers friendly and professional Independent Financial Advice (IFA).
Company Details
Smith & Wardle Financial Planning is operated by Smith And Wardle Financial Consultants LLP and is a Active company incorporated on 14 March 2015 with the registered office located in Hitchin, Hertfordshire. Smith And Wardle Financial Consultants LLP was registered 10 years ago.
Status
Active
Size
Micro
Directors
3
Age
10 years old
Employees
10
Turnover
Unreported
Total Assets
£155.91K
Cash in Bank
£51.35K
Total Liabilities
-£113.92K
Teams
8
5
1
1
1
Operations Manager • Joined Jan 2022
Partner And Independent Financial Planner • Joined Sep 2020
Partner And Chartered Financial Planner • Joined Sep 2020
Client Services Assistant • Joined Jan 2022
Independent Mortgage Adviser • Joined Mar 2021
Financial Planner • Joined Aug 2017
Trainee Financial Planner • Joined Jun 2022
Independent Financial Planner • Joined Nov 2021
Partner And Chartered Financial Planner • Joined Sep 2020
Independent Mortgage Adviser • Joined Mar 2021
Financial Planner • Joined Aug 2017
Trainee Financial Planner • Joined Jun 2022
Independent Financial Planner • Joined Nov 2021
Client Services Assistant • Joined Jan 2022
Operations Manager • Joined Jan 2022
Partner And Independent Financial Planner • Joined Sep 2020