Personal Financial Planning

Let us help you build a financial plan that is tailored for you and your family.

Wherever you are on life’s journey, it is important to ensure that your finances are on track.  We will be there for you every step of the way with independent advice to help you meet your objectives:  we will build you a financial plan that is flexible and achievable, whatever life throws at you.

Personal Financial Planning is all about putting measures in place to allow you to grow your wealth through a sound investment and savings strategy, to protect your financial well-being through suitable insurances and plans and to prepare for the future with pension planning.  Along the way, we will help when needed with Mortgages, funding for Care Fees and Equity Release. 

Whatever your financial circumstances, needs and goals, we have the expertise and capability to support you.


Investing for Your Children’s Future

As we grow our own wealth, many of us choose to start saving for our children’s future. We look at the effective options available.

The Advice Journey

Do you know what happens when you take independent financial advice? We look at the advice journey undertaken by Smith & Pinching clients.

I am extremely grateful to Smith and 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.
I had several meetings with Hazel to discuss transferring my Defined Benefit into a SIPP. She is extremely knowledgeable and was incredibly helpful and pro-active helping me make the right decision for me. I would have no hesitation in recommending Hazel.
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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