About Us
Established in 2012
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 client’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.
Nurturing Your Success
Your Family, Our Priority
Our Philosophy
An entrepreneurial approach
Smythe House operates with an entrepreneurial philosophy – the individuals we advise are ‘more than just client’s 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
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
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 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 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.
Fleur Bloomfield - Financial Administrator
Fleur joined the Oberon Group in September 2023 as a receptionist before moving to Smythe House as a Financial Administrator earlier this year to pursue her interest in developing her financial management skills.
In 2022 Fleur left Godalming College in Surrey where she studied Psychology, Sociology and Business. After finishing her A Levels, she went travelling around South-East Asia where she visited Thailand, Vietnam and Bali.
Outside of work, Fleur is an active member of the Cranleigh Hockey Club, where she plays competitively. In her leisure time, she also enjoys playing tennis and squash as well as going to the West End to watch musicals.
At Smythe House, Fleur provides administrative support to the Advisers, gathering information on client’s assets, assisting with valuations and providing the first point of contact for clients.
