Knowledge & Service
Smythe & Walter Chartered Financial Planners provide high quality, independent financial advice to our clients by delivering a clearly defined service and effective investment proposition, coupled with a transparent fee structure.
We offer independent advisory services across a wide range of areas for you or your clients.
Building, managing, protecting and distributing your wealth in an understandable and tax efficient manner
Our values
Expertise, Independence, Honesty, 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’ interests at the heart of the business.
Using our online services.
For some areas, if your needs are more straightforward, you may wish to consider using our online services.
Latest News
We're fortunate to be regarded as a leading voice in financial advice. Read about Smythe & Walter both in the press and other financial publications.
Inheritance tax free ISAs?
There are options available to make your ISA free from inheritance tax without losing the…
Summer 2021 Newsletter
The latest issue of our regular newsletter which covers a broad range of topics
Economic Review – June 2021
Our latest economic update which covers recent events and the outlook for the economy.
Economic Review – May 2021
Our latest economic update which covers recent events and the outlook for the economy.
Making sense of Inheritance Tax
Making sense of inheritance tax can help prevent an unexpected tax bill
Economic Review – April 2021
Our latest economic update which covers recent events and the outlook for the economy.
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
The first and most comforting impression of Lee is that he is a man that you instinctively trust and you can't ask for more than that when someone is looking after your life's work. Lee's professionalism, knowledge and experience were evident from our first meeting and this has continued through in all aspects of our business relationship.Barry, Faversham