01795 532090

About us

Smythe & Walter has been established to provide high quality financial planning advice to clients by delivering a clearly defined service, transparent fee structure and effective investment proposition.

Our values

  • Professionalism & Expertise
  • Transparency
  • Honesty and Integrity
  • Independence
  • Accountability

Our core values inspire us to act at all times with the utmost degree of integrity and professionalism and to be open and ethical in everything we do, putting our clients' best interests at the heart of the business.

Lee Smythe has over 20 years experience in financial services and having seen many changes in the industry and many examples of poor service, decided that it was time to stand out from the crowd.

As evidence of our commitment to providing a service which is second to none we are extremely proud that Smythe & Walter has been awarded the prestigious "Chartered Financial Planners" title by the Chartered Insurance Institute (CII), which with 93,000 members in 150 countries is the world's largest financial services professional body.

Corporate Chartered Financial Planner Status

This is the industry's gold standard for financial planners and to date only around 500 firms have made the grade. In achieving Chartered status it confirms that we have satisfied strenuous criteria both in terms of the calibre of our staff and the standards to which they must adhere.

As a Chartered firm we have a commitment to the Continuing Professional Development of our staff so that they are regularly maintaining and improving their knowledge and we work to an industry standard Code of Ethics and Conduct, which can be viewed at www.cii.co.uk/code.

By using a Chartered firm you can rest assured that you are dealing with professional, ethical advisers as the award is only made in deserving cases. The CII is empowered by the Privy Council to make the award and while Chartered titles have a long history, they remain the benchmark of professional excellence and integrity.

Contact us

Smythe & Walter
Office 9, Brogdale Farm
Brogdale Road
Faversham
Kent ME13 8XZ

01795 532090

email:

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