Why Choose Us?
Peace of mind that your future is financially secure
“Our members know that we are constantly monitoring, assessing, reviewing and updating their financial plan so they can relax in the knowledge that the money they have worked so hard to earn is working just as hard as they are.” Edward Galwey, Director, Smythe House
Smythe House - Established in 2012
Providing a sophisticated, relationship-driven financial advisory and wealth management service.
Trust
Build relationships on a foundation of trust
Our philosophy is centred around the creation and nurturing of the relationships with our members. We spend time getting to know you, and our understanding of your requirements and interests allows us to tailor a plan just for you, and only present you with relevant investment opportunities. A close relationship with members is important because it is vital that you trust us to be monitoring and safeguarding your financial interests at all times.
Independent & Aligned
Providing advice based on research and analysis
Independence is a critical part of how we work and means our advice is always based on research and analysis with no influence from product providers. We align our interests with those of our members through a business model and fee structure which allows us to provide truly independent advice. We also have a policy of co-investing with our members.
Experience & Expertise
Using cashflow modelling to produce regular financial forecasts
Combining years of experience with a smart scientific approach, we provide members with regular financial forecasts. Using cashflow modelling we are able to show you a detailed picture of your assets, investments, debts, income and expenditure which are projected forward, year by year, using assumed rates of growth, income, inflation, wage rises and interest rates. This enables us to give you a clear indication of how different approaches and circumstances will affect your future financial position and enables you to make informed decisions.
Flexibility
Adapting your finances in a changing world
Personal circumstances and global events change regularly. Our ability to adapt to those changes and to predict their impact on your finances is fundamental to your peace of mind. We are here to help you navigate unpredictable and shifting circumstances and to support you when you most need it.
Time & Focus
Proactively managing your financial plan
We proactively manage your financial plan and will meet with you regularly to provide ongoing reviews and advice and to ensure that you are on track to achieve your goals. That we continually monitor your investments and regularly update you on their performance so we can mutually decide if and when changes should be made.
Entrepreneurial
Offering exclusive access to off-market investment opportunities
It is our proactive and entrepreneurial approach that sets us apart. Our extensive network of contacts means we can offer you a wide range of investment opportunities. As well as conventional investment channels, we also seek out and gain exclusive access to off-market, alternative investment opportunities.
The Club
Operating with a club-style philosophy
Smythe House operates with a club-style philosophy – the individuals we advise are ‘members’ of Smythe House and we facilitate networking between like-minded members to foster cross-fertilisation of wealth creation ideas.
Variety
Providing all the support you need with your finances in one place
The range of services we offer is extensive and has been tailored so we can offer you all the support you will need with your finances in one place.