Unlock your full financial potential with a trusted financial planning partner, helping you meet your unique needs and goals.
Whether you want to prepare for retirement, save for a child’s education, optimise your taxes or prepare a solid estate plan, our dedicated team of financial planners in Norwich is here to assist you in making informed decisions about your wealth and finances.
Very often, different areas of people’s finances interconnect. Your decisions about your pension, for instance, can impact your current tax plan – as well as how much inheritance tax you may eventually pay. Our financial planners can help you to join all aspects of your financial life together, ensuring that they work together towards a common goal.
Explore Your Options
Get expert, local advice from S&P.
We understand that each person and family is different. That is why we take a personalised approach to financial planning – working closely with you to understand your current position, your goals and what it will take to get you there. Whether you need assistance with pensions, tax planning, financial protection, estate planning or business planning, our dedicated team in Norwich can help.
Effective Financial Planning
Below are some of the ways in which we help local clients in Norwich with their financial planning:
Looking to start investing or improve a portfolio you already have? Our financial planners can help you pursue a strategy which best reflects your risk appetite, tax position, time horizon and financial goals. We guide you through the complex jargon, making investing easier to understand and even enjoyable.
Do you want to start saving for retirement? Perhaps you want to review your retirement plan to make sure it is working hard enough for you. At Smith & Pinching, we can assist in many ways including optimising your scheme(s), tracking down lost pensions, consolidating pots and transferring where necessary.
Are you keeping enough of your hard-earned income and wealth? With a prudent tax plan, you can avoid needless tax erosion and move more efficiently towards your goals. We can assist with many areas including inheritance tax (IHT) planning, income tax planning and tax-efficient investing – such as ISAs.
Will your wishes be respected when the time comes to pass down your wealth? With our estate planning service, you can minimise IHT and leave a more meaningful legacy to your loved ones. We can help you explore the options such as trusts, gifting, tax-efficient investing and insurance to devise the best plan for you.
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.