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