Financial planning with you at the heart

Financial Planning is more than simply helping you save, invest or pick the right financial product. It’s about understanding what is important to you, the life you would like to lead and being able to give you the peace of mind that you are not alone in making the big, the small or the difficult decisions that life throws our way.

Life is a unique journey for everyone, that is why for over 40 years we have stood by our clients’ side and helped them each step of the way.

Mark of excellence

We’re a Chartered Firm – the gold standard for firms of financial planners. What’s more, we’re independent: we have no ties or restrictions on our advice so you can be sure that we have your best interests at heart. We will use our expertise to build and maintain a financial plan that’s right for you, whatever life throws at you.


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I would like to thank you very much for your 5star service as usual.
Thank you very much for your letter, explaining everything so clearly.
I will continue taking your advice going forward. Once again Jeremy
thank you for your support and advice.
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Deirdre, Norfolk

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People buy from people, and people like buying from people they like!
Smith & Pinching have that special knack of employing very amiable people who are experts in their field and are a pleasure to deal with.
After being a very happy customer for more than 30 years, I cannot recommend them highly enough.
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Mike, Norfolk

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I am extremely grateful to Smith & Pinching for the wonderful service
they provide.  They sorted out a mortgage for us on a complicated house
purchase in a very efficient, friendly and calm way.
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Dominic, Stowmarket