Smith and Wardle Financial Planning
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
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, want a sense check from an impartial professional.
We’ve helped many DIY investors in this way.
Whatever you come to us for help with, our main objective is to demystify financial services and give you clarity on your future.
Our clients often comment that they leave us feeling reassured and empowered by the service we provide.
Why choose us?
Here are a few reasons our clients choose Smith and Wardle:
- We're independent
We feel that to offer truly objective advice we need to be independent. That means we’re not tied to any one company or product.
- Highly qualified and experienced planners
We’re proud to have both Chartered and highly experienced financial planners at Smith and Wardle.
- We truly care about our clients
We spend time really getting to know you; understanding your goals, what drives you and what you want your future to look like.
- Transparent fees
We feel it is very important we provide complete transparency when it comes to how we do our job and how much we charge for that work.
- We speak plain English
We don’t try to bamboozle you with jargon or bombard you with unnecessary information. Instead, we spend our time helping you make sense of your money and helping you unpick the complexities that often come with money matters.
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