“Advicesmith is a small, boutique firm by design. We are fiercely proud of what we, as financial advisers, do for our clients. We discuss, plan, and implement strategies that allow our clients to achieve their financial objectives and personal goals. Seeing our clients regularly provides them with the thing they consistently value most – ‘peace of mind’. A good financial adviser, preferably an independent one, is one of the best investments a client can make.”
WHO WE ARE
About Advicesmith Limited
Lee Smith | Director
WHAT DO WE DO
Our Services
Advicesmith is a fully independent, privately-owned business. We believe our clients mean more to us, and that we have a greater duty-of-care to them, than might be the case with a large firm or network. Our size, however, does not come at the expense of scope. We provide ad-hoc and ongoing advice on all aspects of retirement planning, pensions, investments, insurance, school fees, mortgages, tax-mitigation, estate planning and employer/employee benefits. Anything that we cannot cover in-house is dealt with via a small number of introducer arrangements we have with specialists we trust and have worked with for some time. We can, therefore, advise upon and facilitate all parts of a coherent financial plan from the simple to the most complex.