Smith and Wardle Financial Planning - Hitchin

Overview of Smith and Wardle Financial Planning

Smith and Wardle Financial Planning, located at Suite B Gloverside, Hitchin SG5 1RT, United Kingdom, offers comprehensive financial planning services tailored to individual needs. With their convenient location and ample parking options, including free street parking and on-site parking, clients can easily visit without the stress of finding a spot.

Contact Information: Clients can reach out to them via phone at 1462420544 or visit their website smithandwardle.co.uk to schedule an online appointment or learn more about their services. The office ensures accessibility with a wheelchair-friendly entrance and restroom, making it easy for everyone to receive guidance.

Specialties and Services

Smith and Wardle Financial Planning stands out for its specialization in financial planning, particularly through the expertise of Jonathan Smith, their financial planner. The company prides itself on providing clear, well-explained advice, ensuring clients understand every aspect of their financial plan. This personalized approach is complemented by other services such as online appointments and onsite consultations, catering to the diverse needs of their clientele. The office's wheelchair accessibility further demonstrates their commitment to inclusivity, ensuring that everyone can benefit from their services.

Client Reviews and Experience

The client feedback highlights a consistently positive experience. With over 71 reviews on Google My Business, the average opinion leans towards 5/5, reflecting high satisfaction. Clients appreciate the clarity of advice and the engaging manner in which Jonathan Smith conducts his work. The office environment, characterized by polite and efficient staff, adds to the overall positive experience. This suggests that clients not only receive expert financial advice but also enjoy a pleasant and welcoming atmosphere during their visits.

Recommendation

For anyone in search of reliable financial planning services with a focus on clarity, accessibility, and personalized care, Smith and Wardle Financial Planning is an excellent choice. Their combination of expert advice, accessible location, and commitment to inclusivity makes them stand out. Don't hesitate to visit their website smithandwardle.co.uk to book an appointment or explore more about how they can assist you in achieving your financial goals. Whether you're looking to plan for retirement, manage investments, or simply need professional guidance, Smith and Wardle is ready to help you navigate the complexities of financial planning with confidence and ease.

👍 Reviews of Smith and Wardle Financial Planning

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.

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!

Margaret S.

5/5

We have been with Jon Smith in both his incarnations, most recently SMITH & WARDLE, and have always been very satisfied with their advice, care and contact over several years. We have always found their advice to be useful and sensible. Long may it continue and we heartily recommend their services.

Tony W.

5/5

Jonathan has been my financial advisor for over 30 years and has given excellent advice over that period with regular meetings to discuss my options. Thanks to his guidance on pensions and investments we are now enjoying a comfortable retirement, thank you Jonathan!
I have no hesitation in recommending Smith and Wardle to look after your financial planning.

Malcolm T.

5/5

I have been supported by Jon for 12 years or more. I had a future lifestyle plan that he helped me develop a matching financial plan. Both those plans have now come to fruition and I can now live out my dreams with the financial security to back them. Thank you Jon!
More recently I have been working with Katharine who has the same listening, understanding and knowledge skills as Jon to support me. I would, and do, recommend the Smith and Wardle Team for all your Financial Planning

Carolyn B.

5/5

My parents received advice from Katharine Ross from the team. My father, a retired accountant, aged 87 years old, was really happy with the service and advice he received. Katharine came to see my father at home as he is housebound, she was very patient, and explained everything clearly, making a huge difference to the stress dad was feeling in relation to his assets. I would highly recommend the company and found Katharine to be very professional, knowledgeable, and empathetic.

Delwen M.

5/5

Katharine supported us with our financial planning. Her patience and careful consideration was so appreciated. She was knowledgeable, helping us with our financial decisions but also other contacts and key processes as we get older and think about the future. Having Katharine as our first step on this journey gave us strength to have difficult conversations and make decisions.

Lorraine A.

5/5

Jon Smith, Smith and Wardle Financial Planning, advised my father for a decade. He trusted him implicitly and benefited extremely well from his excellent advice. On his death, he left a substantial estate and I naturally turned to Jon for financial guidance. I have been very pleased with the investments I have made with Jon's help and my partner is taking his advice as well.
I cannot recommend highly enough Smith and Wardle for safe, honest, sound advice. My family have complete trust in them. If you want excellent financial advice and a team always on hand to answer any questions you may have, do not hesitate. to contact them. I promise you will never regret it.