The value of investments can fall as well as rise. Investors may get back less than they invested. Past performance is not a reliable indicator of future results. Capital at Risk.

The value of investments can fall as well as rise. Investors may get back less than they invested. Past performance is not a reliable indicator of future results. Capital at Risk.

STRATEGIC FINANCIAL
PLANNING

STRATEGIC FINANCIAL PLANNING

Through Smythe House, we offer tailored financial planning crafted exclusively for Private Clients and Family Offices. Our team understands the unique aspirations and needs of our discerning clients and has a combined experience of over 60 years in doing so.

Approach

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Services

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APPROACH

When you choose us as your partner, you become a part of our extended family. We put you and your family at the centre of everything. We are here to nurture your success and create a legacy for future generations.

Your financial journey is as unique as you and your family. We take the time to understand your specific goals, risk tolerance, and values. We use this understanding to craft a bespoke financial plan with exciting and innovative solutions that align perfectly with your vision.

Our holistic approach to wealth management covers every aspect of your financial life, from investment strategies to tax optimisation, estate planning, philanthropy, and where appropriate, private ventures and more. We provide a 360-degree view of your finances, allowing you to make informed decisions.

EDWARD GALWEY

DIRECTOR

CORNERSTONES OF OUR APPROACH

With you – Our business model and fee structure allow us to provide truly independent advice. Our policy of co-investing with our members means you can trust that we are genuinely committed to the advice we offer.

Our network – Through a longstanding and ever growing network of personal relationships, we bring you a wide range of investment opportunities. Alongside conventional investment channels, our entrepreneurial streak means we seek out off-market, alternative investment opportunities aimed at generating risk-adjusted returns appropriate to meet your financial plans.

Tailored to you – We pro-actively and scientifically monitor your financial outlook. We hold regular face-to-face meetings where we present a detailed picture of your assets, investments, debts, income, and expenditure. Using cash-flow modelling, we project forward, using assumed rates of growth, income, inflation, wage rises and interest rates, plus a range of “what if” scenarios, to visually demonstrate your current and projected financial situation. This regular in-depth analysis of your long-term financial outlook ensures strategy decisions are well informed.

We come to each relationship with an open mind and take time to acquire a deep understanding of your requirements to deliver advice that is genuinely tailored to you.
ADAM YOUNG

DIRECTOR / STRATEGIC FINANCIAL PLANNER

TESTIMONIALS

I enjoy the experience of working with Ed and have recommended him to friends and family – and continue to do so as he gives good, solid advice. I feel confident with where I’m heading but I also know that if something happened to me, I know the family would be okay. I like that Ed is always available, If I have a quick query, I can contact him any time and feel I can ask him about anything.

James

Adam respects the views I have but will challenge me sensibly if there is a better way of doing things or if there are good opportunities I could be missing out on. It’s also good to know that someone has all the history, and they are shadowing your financial affairs. Good in case I forget something and continuity for the future if anything should happen to me.

David

Total transparency over how the firm makes its cash is something we both like. An annual fee is good, and I feel like we get good value for money. We actually feel like part of a family, real people and not just another set of account numbers.

Charlie & Sam

Adam has in-depth knowledge about everything and that means we get the full picture before we make any decisions. He doesn’t just try to sell products, he is generous with his time, getting to know people properly. He has a good understanding of our expectations and is helping us to achieve them. Trust is a rare commodity amongst financial advisers and wealth managers but with Adam I feel I’ve actually found that. A rare find in this industry.

James & Louise

VIEW OUR BROCHURE

SERVICES

We believe that personalised independent service is at the heart of every successful financial plan. When you choose us as your partner, you’ll be supported by a team of experts who are with you every step of the way.

1. YOUR STRATEGIC FINANCIAL PLANNER

Your private strategic financial planner will be your go-to advisor, responsible for understanding your unique goals and crafting a roadmap to achieve them. They are your trusted partner, ensuring your plan remains flexible and in alignment with your evolving needs.

2. TOGETHER TOWARDS LEGACY

As strategic financial planners; we are legacy builders. Our team is committed to helping you build a lasting legacy that reflects your values and aspirations, providing a foundation of financial security for generations to come.

3. INVESTMENT SPECIALISTS

Our seasoned investment team leverages their years of experience and market insights to build a diversified portfolio tailored to your risk tolerance and financial objectives. We offer a suite of services from our strategic partners – being totally independent we can choose the best offerings from the marketplace to suit your needs in both discretionary and advisory solutions.

 

4. TAX STRATEGISTS

Our tax experts identify opportunities to optimize your tax situation, minimising your tax liabilities and maximising your after-tax returns.

KELLY MORGAN

HEAD OF CLIENT AND STRATEGIC RELATIONSHIPS

5. ESTATE PLANNING SPECIALISTS

Our estate planning specialists help you preserve and transfer your wealth efficiently, ensuring a lasting legacy for your family.

6. ELEVATING FAMILY STRUCTURES

We are expert at crafting bespoke structures, including Family Investment Companies, Trust Structures and Limited Liability Partnerships.

7. PHILANTHROPIC SERVICES

We collaborate with you to meticulously blueprint, orchestrate, and enhance your benevolent endeavours, fostering a strategic and thoughtful approach to philanthropy.

We come to each relationship with an open mind and take time to acquire a deep understanding of your requirements to deliver advice that is genuinely tailored to you.
8. CONCIERGE SERVICES

We’re just a call away, whether your objectives are financial or transcend the financial realm, we are there as a trusted advisor to assist you at every step of your journey.

9. EXCLUSIVE EVENTS

Our suite of exclusive events invite you to transcend conventional thinking and immerse yourself in intelligent market insights and exceptional experiences. Delve into Private Venture Capital, Family Wealth Planning, Estate Structures, M&A, Philanthropy and more.