Smitton Wealth Solutions Limited

Independent Financial Adviser  37 Uxbridge Lane Kingsway, Thornbury, Gloucestershire, BS35 2DH
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
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, Gloucestershire, GL2 2EY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    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.

Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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