Established in 2010, Smythe & Walter are local experts in building, managing, protecting and distributing your wealth. They provide high quality independent financial advice by delivering a clearly defined service, coupled with a transparent fee structure, in areas such as;
- Retirement planning and pensions
- Tax efficient investing (including sustainable and “ESG” investments)
- Estate Planning and inheritance tax mitigation.
Their core values are, expertise, independence, honesty and accountability. These values inspire the team to act at all times with the utmost degree of integrity and professionalism and to be open and ethical in everything they do, putting their clients’ interests at the heart of their business.
Tel: 01795 532090