The aim of our service is to give you the peace of mind that you can achieve financial security for yourself and your family and ultimately achieve the lifestyle which you aspire to.
We will work closely with you through the stages life follows, guiding you on building, managing, protecting and distributing your wealth in an understandable and tax efficient manner.
For new clients to Smythe & Walter, we would recommend a full financial review is conducted and a holistic plan is prepared to form the basis of our relationship. This will include (but may not be limited to) covering the aspects below, which can also be addressed individually should you prefer:
Whilst we do not provide mortgage advice, we would be happy to refer clients to trusted providers who would be able to help you with this.
Expats and UK Resident "Non-doms"
Whether you are a UK National planning to leave, or a Foreign National currently resident in the UK, we are able to help you make the most of your status.
This may include advice on areas such as:
We will also be able to put you in touch with experts in both tax and law as they relate to your circumstances.
Smythe & Walter
Office 9, Brogdale Farm
Kent ME13 8XZ