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Top rated firm

Smith and Wardle Financial Planning

Firm is FCA RegulatedThis firm is regulated and authorised by the Financial Conduct Authority
Top rated firm

We are a firm of independent financial planners helping clients in Hitchin & surrounding areas to achieve their financial and lifestyle goals. We work with: - Those planning for the future You may want help protecting your finances from risk, working out a plan to pay off your mortgage early, saving for the future or securing a comfortable retirement. - Those at retirement There are a myriad of options now available to meet your income needs once you slow down or stop working. Whatever your questions, worries and aspirations, we’re here to help you enjoy every minute of your retirement. - Trustees We’ve been working in this specialist field, helping and advising both professional and non-professional trustees for many years. - Those looking for help with Inheritance Tax planning - DIY investors requiring a sense check We understand that some people like to be a bit more ‘hands-on’ with their finances. But we also know that no matter how adept you are, you may still, on occasion,...