We’ve been giving Independent Financial Advice for over 50 years…


Our Financial Planners get to know each client well, and often work with several generations of the family from the first savings or mortgage through to retirement and later life planning. Trust is at the core of the relationship we have with our clients and we aim to make sure each and every one knows how valued and important they are to us.

Our service offering is unique, professional and strong with a personal touch. We take our responsibilities very seriously, and do all we can to provide the best service to every client. We constantly look at ways to improve and provide even more value for money to our clients.

We also work closely with professionals so that when our clients need help outside of our expertise, we can always find someone to help them.

With over £1.5bn assets under our management (as at 30 September 2023), we are one of the largest firms in the area and we were proud to be the first to be awarded the Chartered Financial Planners designation in 2009 by the Chartered Insurance Institute.

  • 1973


    The insurance and financial services companies were formed by Gerry Smith and Barry Pinching
  • 1993


    We were granted Discretionary Investment Management Permissions, enabling us to manage clients’ portfolios on a discretionary basis
  • 1996


    The company restructured with David Hughff as Managing Director and Scott Pinching as Finance Director
  • 2005

    S&P Charitable Trust

    The Smith & Pinching Charitable Trust was formed to help charities and charitable causes in Norfolk, Suffolk, Cambridgeshire, Essex and Hertfordshire
  • 2007

    Sale of Smith & Pinching General Insurance Services

    This was a commercial and household insurance broker. It was sold in part to Cullum Capital Ventures with a complete buyout in 2012
  • 2009

    Chartered Financial Planners

    One of the first to be awarded the Chartered Financial Planners designation by the Chartered Insurance Institute
  • 2009 to 2018


    The S&P Group acquired R J Litten & Partners, Park View Financial Planning, Frary Financial Planning and Almary Green Investments
  • 2016


    Our insurance broker i4me was formed
  • 2022

    Employee Ownership Trust

    To remain strong and independent and continue with our current ethos and culture, the Company was restructured and the ownership was transferred to The Smith & Pinching Employee Ownership Trust

Our people are our greatest asset

Financial Strength and succession are key components of a strong Financial Planning practice, and we go above and beyond to ensure our clients will continue to be looked after by us for life.

We employ over 100 members of staff, the majority of whom are based at our Headquarters on Aylsham Road in Norwich. In addition we have branch offices in Eaton and Lowestoft.

We consistently strive to be the best we can be, expanding the reach of our strong, secure and sustainable company.

Our company values benefit our clients, staff, shareholders and the wider community in which we work. We achieve this by being the name our clients can trust for their financial planning and insurance needs.

  • Commitment

    We bring pride, belief and passion to the work we do every day
  • Excellence

    We do our best whilst always endeavouring to improve
  • Stewardship

    We care about our world and aim to have a positive impact through our work
  • Teamwork

    We encourage a culture of working together which is supportive to all
  • Integrity

    We take responsibility for our actions with our clients and each other
  • Service

    We earn our clients’ trust by focusing on their needs and putting them at the heart of everything we do

Working with others for the good of our local community

Launched in 2005 the aim of The Smith & Pinching Charitable Trust is to raise as much money as possible to help relieve hardship or distress and to further the education of the general public by way of grants to individuals and organisations including schools and charities in Norfolk, Suffolk, Cambridgeshire, Essex and Hertfordshire.