Strategic Financial Planning for
Discerning Private Clients and
Family Offices

Strategic Financial Planning for
Discerning Private Clients and
Family Offices

Welcome

Your Family,
Our Priority

At Smythe House, family is at the heart of everything we do. When you choose us as your partner, you become part of our extended family. We are here to nurture your success and create a legacy that endures for generations.

Bespoke service, that empowers

Navigate the complex financial landscape with confidence

With over 60 years’ collective experience, we pride ourselves on delivering a personal, bespoke service that empowers you. As a directly Authorised FCA firm, our independence allows us to put you and your needs truly at the centre of our service.

About Us

Services

Investment Specialists

Our Strategic Financial Planners builds diversified portfolios tailored to your risk tolerance and financial objectives, leveraging market insights and independent solutions.

Tax Strategists

In conjunction with our Strategic Partners, we will help you optimise your tax position, minimising liabilities and maximising after-tax returns.

Estate Planning

We help you preserve and transfer your wealth efficiently, ensuring a lasting legacy for your family.

Philanthropic Services

We collaborate with you to strategically plan and enhance your charitable endeavours, fostering a thoughtful approach to philanthropy.

Concierge Services

Our team is always just a call away, ready to assist with financial and non-financial objectives alike.

Exclusive Events

Join us for exclusive events that offer intelligent market insights and exceptional experiences, covering topics from Private Venture Capital to Estate Structures and more.

We exist to help you nurture your success and create a legacy that endures for generations.

And our clients say it best.

“I have found it very helpful to get advice on all aspects of my finances. Ed and Smythe House have introduced a range of investments while keeping a close eye on external advisors to ensure good performance.”

G.C M

“I have been fortunate to have Ed and Smythe House advising me over a wide cross-section of financial affairs for many years. Smythe House have tailor-made many solutions for my requirements.”

R.C

“I feel so relaxed about the future for my family. I’ve told my wife if anything happens to me Adam is the first person to call. He’s a safe pair of hands for the whole family.”

S & S

“Adam is head and shoulders above the rest in this area. He seemed to know what we wanted before we did and spent a lot of time getting to know us both, so he could properly understand our goals and needs.”

J & L