About Us

Established in 2012

Smythe House was created in 2012 to address demand for a sophisticated, relationship-driven financial advisory and wealth management service.

An entrepreneurial approach

A wide range of investment opportunities

Through an extensive network of contacts and relationships we bring to clients a wide range of investment opportunities. As well as conventional investment channels, we seek off-market, alternative investment opportunities aimed at generating risk-adjusted returns appropriate to meet each member’s financial plans.

Our Clients

Trusted, long-term relationships

We believe in delivering advice through tested, long-term relationships. Covering all areas of wealth management, we proactively manage an integrated lifetime financial plan tailored to each of our individual client’s financial objectives

The relationships we have with our client’s are the foundation of our business. We are 100% aligned with client’s interests and it is our proactive and entrepreneurial approach on behalf of our clients that sets us apart.

Aligning Our Interests With You

A policy of co-investing with our clients

Our innovative structure aligns our interests with those of our clients through our policy of co-investing with our clients, whilst our business model and fee structure allow us to provide truly independent advice.

Our Philosophy

A entrepreneurial approach

Smythe House operates with a entrepreneurial philosophy – the individuals we advise are ‘more than just client’ of Smythe House. We facilitate networking between like-minded clients to foster cross-fertilisation of wealth creation ideas.

Our Team

Edward Galwey - Director

Edward graduated from Southampton University in 1996, with a BSc in Economics and Politics. He entered the financial services industry that year where he worked for various financial services companies. During this time he obtained his Advanced Financial Planning Certificate. In 2012 he set up Smythe House Limited, where he concentrated on building a solid database of professional and retail clients. His management role has allowed him to develop his own ideas and investment opportunities, whilst building ties with other service providers, never deviating from his sole belief of client servicing, which is the fulcrum of the company’s ethos. In 2018 he integrated Smythe House into the boutique investment management firm Oberon. 

Since then the firm has continued to grow from strength to strength, to become the group’s core financial adviser. During his spare time, Edward likes to run, enjoys cooking and is an avid follower of the English Test Cricket team.

Adam Young - Director / Strategic Financial Planner

Adam joined Smythe House at the start of 2024. With a stellar reputation and an impressive accolade as the 2023 ‘Financial Planner of the Year’ by the Enterprise Investment Scheme Association (EISA) and runner up in 2022, (he is also currently on the shortlist for the 2024 award), Adam brings a wealth of experience and expertise to the Smythe House team.
 
Throughout his extensive career in financial services, Adam has cultivated a loyal client base, earning their trust through years of successful collaboration. From his early days at Barclays to managing his own business, Dragonfly, and later co-founding Jarrovian Wealth, Adam has consistently demonstrated his commitment to delivering exceptional service and tailored solutions to his clients.

At Jarrovian Wealth, Adam led the Private Office division, overseeing the financial planning affairs of over 150 high-net-worth families. His ability to build strong relationships with clients is renowned, and his approach is characterized by providing sound and innovative advice to help clients achieve their financial goals.

One of Adam’s key strengths lies in his expertise in working with scale-up businesses and founders contemplating business exits. He offers perspective, clarity, governance, and education to guide them through crucial financial decisions, ensuring they are well-equipped to navigate the complexities of their financial journey.

Claire Crook - Associate Director

Claire grew up in Hong Kong, later moving to London and studying Classics at UCL. She went to work within the fashion and hospitality industry for the next 10 years. In 2018 Claire decided to have a career change and use her increasing interest in personal finance and train to be a financial adviser. Within a year she had passed all the relevant exams and obtained her Diploma of Regulated Financial Planning.

She worked for her first company for 4 years, where she honed her newfound skills and knowledge. In April 2022 Smythe House hired Claire as their senior financial advisor, and since then she has become an integral part of the team, she has continued to expand her knowledge and manage own client base. Claire is currently studying for her Chartered Financial Planning Certificate and the Society of Trust and Estate Practitioners. Outside of work, Claire is a qualified Yoga instructor and is also studying for her Wine and Spirit Education Trust (WSET) Diploma.

Kelly Morgan – Senior Client Relationship Manager

Kelly Morgan joined Smythe House in the role of Senior Relationship Manager at the start of 2024. With over 12 years in financial services and wealth management at UBS, HBOS and Munich Re as well as a successful tenure managing her own Wellness Business in Europe, Kelly’s strength lies in client relationship management, where her motivation and organisational prowess shine brightly. Her track record speaks volumes, demonstrating her ability not only to maintain strong client connections but also to forge new opportunities and tailor solutions to meet their evolving needs. At Smythe House, Kelly plays a pivotal role in ensuring a seamless and exceptional client experience.

Having previously worked with Adam Young at Jarrovian Wealth, and with a background spanning both financial services and wellness industries, Kelly brings a unique perspective to her role, enriching the suite of services offered by Smythe House and her blend of expertise, unwavering dedication, and genuine passion for nurturing meaningful relationships makes her an indispensable asset to the team.

Annabel Hurley - Associate Paraplanner

Annabel joined Smythe House in June 2023 as an Associate Paraplanner, with four years of experience in the wealth management industry. Before becoming part of our team, Annabel spent three years at Mattioli Woods as a Trainee Consultant, where she developed a strong foundation in report writing and building client relationships.

Annabel graduated from Oxford Brookes University in May 2020 with a 2:1 in Economics, Finance, and International Business, and she is currently working towards her Diploma in Regulated Financial Planning.

Outside of work, Annabel enjoys staying active by playing Padel, and is also a big Arsenal fan, having followed them to countless home and away games with her family. Over the summer, she can be found at The Oval most weekends, where she holds a membership for Surrey County Cricket Club.

At Smythe House, Annabel provides key investment research to the Advisers and also assists with the suitability report-building process, utilising her meticulous attention to detail to provide top quality service.

Yuliia Horbunova – Technical Administrator

Yuliia started an internship at Oberon Investments, (sister company to Smythe House), in November 2023, then joined Smythe House in February 2024 and began working as a Technical Administrator in May.

Yuliia graduated with Honours in her degree in Finance, Banking and Insurance, and later gained a Master’s degree in Banking, scoring more than 90% of the overall score in both degrees and won a double scholarship. She is currently completing an Accounting course at Southampton City College.

Yuliia previously worked as a credit specialist in both a microfinance company and in a bank. At the age of 13 she decided that she wanted to work in the financial sector and she is bringing her dream to life at Smythe House.

Yuliia is originally from Ukraine and came to the UK two years ago. Yuliia enjoys communicating with different people, loves to discover something new and enjoys new challenges. Outside of her rewarding work she loves keeping fit, painting and reading, especially English authors. Yuliia enthusiastically began her new role, compiling monthly valuations, and doing technical research and is excited about new career opportunities and learning from the experienced professionals at Smythe House.

Danielle Fox – Financial Administrator

Danielle is a dedicated administrator at our firm, providing essential support to our advisers. With nearly three years of experience in wealth management, Danielle previously worked as a paraplanner specialising in report writing, however is now taking an active role with helping to provide an excellent service to our clients.

She is currently working towards her financial planning diploma to further enhance her expertise. Outside of work, Danielle is an avid runner, frequently participating in half marathons and the occasional marathon. She is also learning Spanish and enjoys immersing herself in a good book.

What Our Clients Say

G.C M
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"Ed has helped me greatly in managing my investments and in preparing my financial portfolio for my retirement. He is always professional, transparent and ethical and I have no hesitation in recommending him and Smythe House”
A. F
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"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. Ed’s hands-on approach and in-depth knowledge of my financial and personal situation have given me comfort and confidence about the future, whatever it may contain"
R.C
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"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. I would happily recommend Ed to others who are looking to have the trusting professional relationship that we have built up over the many years."
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