Our Services
Independent Wealth Management
Smythe House adopts a holistic approach to wealth management, believing a successful long-term plan encompasses many different elements
Our Services
Independent Wealth Management
We work with an extensive network of external expert providers to ensure we can support and advise you on your overall wealth position, looking at the macro as well as micro. The comprehensive financial overview we initially conduct, and then constantly review, ensures all your assets are in the right place at the right time, working as hard for you as they can be. Your personal circumstances, requirements, expectations, and aspirations will develop over time – so our plan for you will be just as dynamic as you are.
Financial Planning & Cashflow Modelling
Ensure you are always financially secure, no matter what happens
Financial planning is about helping you make the most of your money and ensuring you are in the best financial shape possible for the future. It is not just about managing the money – it is about understanding your expectations and aspirations in life too and making a financial plan to ensure these can be achieved.
Investment
Make sure your investments work as hard as you do
We strive to make sure your investments are working as hard as you are. All our members have different personal priorities and are at a different stage in their earning life, so we approach each account individually and create a bespoke plan. We look at short, medium and long-term investments and always consider the most tax-efficient way for you to invest your money.
Private Equity Investment Opportunities
Access exclusive opportunities in IPO's, placings and fund raising
A lot of our members are passionate about business and innovation and are interested in investing in special situations/placings/high growth opportunities. We embrace this entrepreneurial spirit and through an extensive network of relationships, and our own structuring capabilities, we are able to bring to members a wide range of investment opportunities.
IHT Planning
Our IHT planning services are designed for individuals whose estate will incur significant IHT when passing assets to the next generation…
Retirement Planning
It is never too early or too late to review or make a financial plan for retirement. Working closely with you, we will devise a long-term strategy and…
Property Finance
We will work with you to make the mortgage process straight-forward, saving you time, money, stress, and effort. We have access to hundreds…
Corporate Services & Corporate Finance
For members that own or run their own businesses, we offer corporate financial planning advice in addition to looking after their own…
Estate Planning and Intergenerational Wealth Management
Estate planning involves preparing your finances to ensure your assets are protected for your family and other beneficiaries after you are gone…
Interjurisdictional Financial Planning
If you live or have lived abroad, have family or own property abroad, your assets and future financial considerations can often span across several…
Philanthropy and Charitable Giving
Ensure that your generosity has a significant and lasting impact
Philanthropy is personal and motivations for charitable giving are diverse but, whatever your goals are, it is important to plan your giving. It takes time and knowledge to give effectively…