Our Services

Wealth Planning

Specialised financial planning and advice

Wealth planning and Independent Financial Advice

Smythe House

Assisting members in growing, managing, and preserving their wealth

Smythe House offers specialised financial planning and advice designed to help individuals move rapidly from positions of high income to positions of high net worth.

We assist members in growing, managing, and preserving their wealth, advising them on how current events and future trends will affect their circumstances. Covering all areas of wealth management, we proactively manage an integrated lifetime financial plan tailored to each of our individual member’s financial objectives. The financial plans we develop are as varied as the clients we work with.

A club

Delivering advice through trusted, long-term relationships

We believe in delivering advice through trusted, long-term relationships within a club-style environment. The individuals we advise are ‘members’ of Smythe House and we facilitate networking between like-minded members to foster cross-fertilisation of wealth creation ideas, either through direct introductions or at Smythe House hosted events.

Our members range from city-based professionals to sophisticated business owners and flourishing entrepreneurs. Some join us as soon as they begin to reap the rewards of a successful career; others come to us at a point in life when priorities are starting to change. It is never too late to start some practical financial planning.

Wealth planning

We believe in delivering advice through trusted, long-term relationships within a club-style environment.


  • Cash Flow Modelling
  • Wealth Management
  • Financial Planning
  • Private Equity Investment Opportunities
  • IHT Planning
  • Investment
  • Mortgages
  • Retirement Planning
  • Corporate Finance
  • Corporate Services
  • Estate Planning and Inter-generational wealth management
  • Inter-Jurisdiction Financial Planning
  • Philanthropy and Charitable Giving

Wealth planning​

Our Approach

Independent and aligned

The team all have experience of working for larger banks and brokers but prefer the client outcomes that a boutique advisor can deliver where they can get more involved with the businesses they are representing.

Traditional and progressive

We provide creative solutions combining traditional values and old-fashioned relationship-based services with 21st century innovation, imagination and entrepreneurship.

Scientific and empirical

We pro-actively and scientifically monitor all members’ financial outlooks, meeting with them several times a year to review a detailed picture of their 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 a member’s current and projected financial situation. This regular in-depth analysis of their long-term financial outlook ensures informed decisions are made about strategy changes.

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