Who

Welcome to a different kind of financial advisor.

Not all advisers (such as banks, stockbrokers or accountants) specialise in financial planning. At Smythe & Walter financial planning is our only business and we spend all of our time dedicated to providing this service to our clients.

We offer all of our clients expert, independent financial advice and there are no external factors which may bias the advice we provide. We are committed to providing a service which adds value to our clients, built on strong foundations and a lasting advisory relationship.

Further information about our service and fees can be found in our latest Client Agreement.

Chartered Financial Planners


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).

This is the gold standard for financial planners and while Chartered titles have a long history, they remain the benchmark of professional excellence and integrity. 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.

By using a Chartered firm you can rest assured that you are dealing with professional, ethical advisers, with a commitment to the Continuing Professional Development of our staff, regularly maintaining and improving their knowledge. We work to an industry standard Code of Ethics and Conduct, which can be viewed at www.cii.co.uk/code.

Lee Smythe MSc CFP

MANAGING DIRECTOR

Lee has over 25 years experience as a financial planner and has always strived to provide an exceptional service to his clients across a broad range of areas for both individuals and businesses.

To support this Lee has continued to develop his knowledge and skills, most recently completing a Masters in Financial Planning & Business Management to accompany his titles of Chartered Financial Planner, Chartered Wealth Manager and Certified Financial Planner (one of the only internationally recognised qualifications for financial planners).

Nicholas Martin DipPFS

FINANCIAL PLANNER

Nick is a committed financial planner, providing advice on pensions, investments and protection for over 8 years, to clients in the Faversham, Canterbury and Whitstable areas, as well as overseas.

Having gained his Diploma in Regulated Financial Planning, Nick is continuing with his development and working towards to becoming a Chartered Financial Planner, which he hopes to achieve in 2020.