Your finances in safe hands
Your trusted financial partner
In today’s uncertain times, it’s important to have people around you that you can trust… At Smith & Pinching, we’ve been providing independent financial advice to clients for over forty years and we’re proud to have earned their trust. We’re Chartered Financial Planners – the gold standard for the profession – and our advisers have wide-ranging skills to help you manage your finances at every stage of your life.
Keeping your investments on track
We believe that advice is critical for you to keep your investments on track given the turbulence that can be experienced in financial markets. At Smith & Pinching we have our own investment team, which regularly monitors and manages – within agreed parameters – the performance and composition of our in-house range of model portfolios and our bespoke portfolios. Model portfolios are designed to align with specific risk profiles across four ranges: Open Market, Low Charge, Ethical and Passive. Bespoke portfolios are tailored to the individual’s requirements and circumstances.
Retirement planning remains a key concern for many clients. We’re all living longer so we need to be sure that the money won’t run out. We can help you map out a route to achieve your desired lifestyle in retirement and build the necessary pensions and assets. We can assist with moving pension savings too and will advise you if you are considering transferring entitlements from a workplace scheme, for example, to ensure valuable benefits are not lost. We hold the Pension Transfer Gold Standard, awarded by the Personal Finance Society to firms who have reached high standards in this area.
Here to help
Life can be challenging: our advisers are here to help you resolve financial matters whenever you need us. We have advisers who specialise in mortgages, equity release and care fee planning at the point of need as well as enabling you to plan ahead to minimise potential Inheritance Tax liabilities.
We have offices in Norwich, Lowestoft, Eaton and Holt: if you would like a no-cost exploratory review of your finances, call us today on 01603 789966 or email firstname.lastname@example.org.
Any opinions expressed in this article are subject to change and are not advice. Any solution described may not be suitable for everyone. The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested. The tax treatment of investments depends on individual circumstances and is subject to change.
295 Aylsham Road, Norwich, Norfolk NR3 2RY