1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Gloucestershire
  8. breadcrumb-arrow
  9. Thornbury
  10. breadcrumb-arrow
  11. Smitton Wealth Solutions Limited

Smitton Wealth Solutions Limited

Independent Financial Adviser  37 Uxbridge Lane Kingsway, Gloucester, GL2 2EY
First meeting at adviser's own cost
We are passionate about helping you achieving your financial goals at whatever stage you are in life. We understand that the key to a long-term financial planning relationship is based on honesty, explaining things clearly, and independent advice.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
check
FCA authorised
Last authorised 9th May 2022
Meet our advisers
MR Duncan Smitton BSc(Hons) Dip PFS
Director and Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

Smitton Wealth Solutions Limited specialises in personalised wealth management. We manage our client’s financial affairs whilst building lasting long-term relationships.

We provide a truly independent and impartial financial planning service to private & corporate clients along with trustees and charities. Our clients are at the heart of everything we do and we strive to improve your financial position by adopting a personal and jargon-free approach.

Our services

We have experience in all areas of financial advice and have helped many clients with their, Investments, Pensions and Inheritance Tax Planning needs.

Where to find us
Head office address: 37 Uxbridge Lane Kingsway, Quedgeley, Gloucester, GL2 2EY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Smitton Wealth Solutions Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting The Financial Services Register.

Registered Office: 37 Uxbridge Lane, Kingsway, Gloucester, GL2 2EY. Tel: <phone number hidden> Registered in England and Wales. Registration number 11838113.

The Financial Conduct Authority does not regulate Tax & Trust Planning.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
check
FCA authorised
Last authorised 9th May 2022

Similar advisers near you

Hartsfield Financial Services Limited
Independent Financial Adviser 0.34 mi
We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
See profile
Sovereign Independent Financial Advisers Limited
Independent Financial Adviser 0.35 mi
Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
 
See profile
Hartsfield Financial Services Limited
Independent Financial Adviser 3.94 mi
We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
See profile
Baker Hudson Limited
Independent Financial Adviser 4.14 mi
Our knowledgeable team can provide expert advice on Pensions, Investments, Protection, Mortgages, Inheritance Tax Planning and Equity Release.
 
See profile