What our clients say about us

"Lee provided me with some excellent advice in a simple a straightforward manner. Despite the complexity of pension provision he was able to explain the benefits of each potential course of action succinctly and in an easy-to-understand way. Lee's professional, personal and honest approach was very welcome and I felt that he offered excellent value. I would definitely recommend Lee as an adviser and will happily use him again in future."
Adam Jenkins.

“Lee Smythe has a direct and uncomplicated manner when it comes to financial advice. He is always prompt in answering my questions and raising any issues that need to be addressed. He explains the options in an "understandable language", identifying the best course of action and implementing it quickly and efficiently”.
Jenny Pitman OBE.

“Ben started to look after our company affairs initially two years ago as we needed to have a company pension in place and my previous adviser wasn’t interested. That has lead on to Ben looking after the company’s life cover and private health insurance and has also helped place insurance for the premises with an insurance broker he works closely with. Due to his hard work and transparency l asked him to deal with my personal finances six months later as was not happy with what my previous adviser had set up for me both in terms of charges and investments. Since then he has also helped my wife and sister with pension planning. It is certainly refreshing to deal with someone that explains the charges and his fee and actually cares about his clients and their monies. I would certainly recommend Ben to other friends, family and colleagues”.
Walter Zanre, Managing Director of Filippo Berio UK Ltd.

“I have recommended Ben to several of my professional clients who have required Independent Financial Advice, and they have praised Ben for his professionalism, client care and advice. I have had the pleasure of knowing Ben for several years, and I have always been impressed by his energy and passion for providing excellent client care, and his dedication to finding the best solution for his clients. I am sure that he, and Smythe & Walter Chartered Financial Planners, will have a very successful future.”
Phillip Henson, Partner at Bargate Murray Solicitors.