Wealth & Money Management Awards 2015

Smythe & Walter Chartered Financial Planners

Smythe & Walter Chartered Financial Planners is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Smythe & Walter Chartered Financial Planners

Best UK Independent Firm for Retirement Planning

Smythe & Walter provide high quality financial planning advice to clients by delivering a clearly defined service with a transparent fee structure and effective investment proposition

Our core values inspire us to act at all times with the utmost degree of integrity and professionalism and to be open and ethical in everything we do, putting our clients’ best interests at the heart of the business.

As evidence of our commitment to providing a service which is second to none we are extremely proud that Smythe & Walter has been awarded the prestigious “Chartered Financial Planners” title by the Chartered Insurance Institute (CII), the world’s largest financial services professional body.

By using a Chartered firm you can rest assured that you are dealing with professional, ethical advisers, as the award is only made in deserving cases. The CII is empowered by the Privy Council to make the award and while Chartered titles have a long history, they remain the benchmark of professional excellence and integrity.

Not all advisers (such as your bank, your stockbroker or your accountant) specialise in financial planning. At Smythe & Walter financial planning is our core business and we spend all of our time dedicated to providing this service to our clients.

Smythe & Walter offer a tailored financial planning service, providing clarity for clients around their current financial situation and providing a realistic financial plan based on achieving their objectives and goals.

Whilst we offer advice across a wide spectrum of areas, the majority of our time is spent dealing with clients who are either at or near to retirement (especially with all of the recent changes to pension rules), looking to make tax efficient investments or planning how to mitigate inheritance taxes and pass their Estate to their family in the most efficient manner.


Lee Smythe FPFS CFP

T: 01795 532090

E: [email protected]


Smythe & Walter

Office 9

Brogdale Farm

Brogdale Road



ME13 8XZ

Visit Website

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