Smythe & Walter

Independent Financial Adviser  Office 9, Faversham, ME13 8XZ
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FCA authorised
Last authorised 15th August 2022
We cut the jargon and help you understand where you want to be financially and how best to get there.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Stakeholder
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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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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Corporate pension
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Employee benefits
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Group ISA
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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
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Group risk
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Long term care
Meet our advisers
Mr Lee Smythe MSC FPFS
Managing Director
About us

We are spending most of our time lately helping clients to understand their pension plans and how they can achieve the retirement they desire.

We also provide high quality financial planning advice to both individual and corporate clients across a wide range of other areas too, such as:

- Improving investment returns
- Ethical & Sustainable investment options
- Funding for Long Term Care costs
- Avoiding Inheritance Tax
- Investment of Trust funds

Established in Faversham for 10 years, we are happy to visit you at your home, or welcome you to our office at Brogdale Farm for an initial discussion about your requirements.

Our services

We listen carefully to your objectives and present solutions in an understandable manner.

We have a great deal of experience dealing with clients at retirement and are well placed to help clients through the maze of options available with pension plans.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Office 9, Brogdale Farm, Brogdale Road, Faversham, ME13 8XZ

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