Members

A 'Club' offering more than financial advice

Smythe House operates with a club-style philosophy – the individuals we advise are ‘clients’ of Smythe House and, in addition to the financial advice they receive, they benefit from networking with other members.

Our Members

Sharing the desire to make the most of their assets

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.

Events and Networking

Sharing expertise & ideas

Our club-style philosophy and boutique membership enable us to have a deep understanding and knowledge of all our members’ businesses, investment needs and interests.

We are therefore able to facilitate networking between like-minded members to foster cross-fertilisation of wealth creation ideas, either through direct introductions or at Smythe House hosted events.

Professional Clients & Retail Clients

Working with all levels of financial experience

Professional Clients

Under FCA Rules, Smythe House are authorised to work only with professional clients. A professional client is deemed capable of making his or her own investment decisions whilst comprehending the risks involved with greater autonomy than retail clients. Whilst we will always ensure you fully understand any investment strategy we present to you, we will assume a certain level of knowledge and experience when assessing which approach is most appropriate for you and when discussing it with you.

Retail Clients

Smythe House does not directly work with retail clients. However, retail clients can benefit from Smythe House’s expertise and financial planning through our sister company, Oberon Investments. Please get in touch if you would be interested in this service.

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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