Smith and Wardle Financial Planning - Hitchin

Lorraine Allen

Jon Smith, Smith and Wardle Financial Planning, advised my father for a decade. He trusted him implicitly and benefited extremely well from his excellent advice. On his death, he left a substantial estate and I naturally turned to Jon for financial guidance. I have been very pleased with the investments I have made with Jon's help and my partner is taking his advice as well.
I cannot recommend highly enough Smith and Wardle for safe, honest, sound advice. My family have complete trust in them. If you want excellent financial advice and a team always on hand to answer any questions you may have, do not hesitate. to contact them. I promise you will never regret it.

John Gould

About three months ago, whilst reviewing our Wills we mentioned to the solicitor that we ought to review our finances. The solicitor recommended that we consider approaching Jonathan at Smith & Wardle.

Early in our relationship Jonathan quickly understood what we needed to do and delivered a comprehensive, and well supported, report and implementation plan. It's still early days but we have gained confidence in Jonathan and his team at Smith & Wardle as they guide us through the initial phase of implementing the plan.

Previn Diwakar

Outstanding service from Smith & Wardle, especially from Jonathan and Zahaan. Jonathan has looked after us for years and I have total trust in his advise. We have used them for advise on pensions, investments and mortgages. All the stress of applying for a mortgage was taken away from us by Zahaan as we knew we were dealing with a professional who not only got us a great deal but knew exactly what the lenders needed to be able to provide a mortgage offer quickly and efficiently. Would have no hesitation in recommending wholeheartedly.

Peter Nancollis

It is imperative that you get good sound financial advice, especially in today’s climate. I have used Jon for several years and have always found him to be of the highest caliber. Jon has the ability to talk on levels and make sure that you fully understand the advice he recommends before he leaves you. There is no pressure to sell you anything. He has the ability to cover all aspects of finance and treats you with respect. He never talks down to you and it is always a pleasure to deal with Jon.

Teresa Purkis

Meeting Katharine was both enlightening and constructive. From our initial meeting, her enthusiasm and desire to help us reach our retirement goals was very evident to see. Her explanations and understanding were fantastic. Thank you

Richard Puckey

I met with Christian to discuss my financial affairs and, in particular my pension arrangements. Christian offered clear and sound advice as to the path I should take in this regard. He has a great demeanour and is most professional. Thanks Christian and all at Smith and Wardle I'd highly recommend them.

C H

I recommend the team at Smith and Wardle without reservation, in particular Katharine and Helena who offered me clear advice on sorting my pensions. What seemed a daunting undertaking was dealt with in a professional manner. I could always get in touch and every question was looked into with patience and diligence until an answer was found.

Stephen Milton

I’ve been with Jonathan around 14 years now and always been pleased with the advice he’s given. He listens to you and what you actually want , tailoring the advice to your requirements and adapting to changing market conditions to assure you get the best results. Would , and have recommended Smith and Wardle without hesitation.