Smith and Wardle Financial Consultants LLP

Name: Smith and Wardle Financial Consultants LLP
Address: Suite B, Gloverside, Hitchin, Hertfordshire, SG5 1RT, GB
Telephone: 01462 420544
Price range: $$
Rating: 5

aka Smith and Wardle Financial Planning, Smith and Wardle Financial Consultants LLP

Authorised FRN 912090 5.0 (89)

About

We specialise in creating financial plans and providing financial advice to guide you through life’s myriad twists and turns.

Source: smithandwardle.co.uk

Contact & Location

Address

Suite B Gloverside, Hitchin SG5 1RT, UK

More advisers in North Hertfordshire

Phone

01462 420544

Website

smithandwardle.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 912090
Status: Authorised
Date Authorised: 7 August 2020
Years Authorised: 5 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (16)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Acting as a CBTL Arranger
✓Acting as a CBTL Advisor
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: OC398850
Company Status: Active
Incorporation Date: 14 March 2015
Directors: 0
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025

Team (10)

Catherine Margaret Davidson Smith
Approved
Ross Hunter
Approved
Jonathan Marc Davidson Smith
ApprovedCertified
Helena Elizabeth Wardle
ApprovedCertified
Christian Edward Lloyd-Williams
Certified
Katharine Ross
Certified
Simon Andrew Jackson
Certified
David Grahame Wardle
No longer required
Victoria Jane Pearce
No longer required
Zahaan Hussain
No longer required

Google Reviews

5.0

89 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Hitchin, East of England
5 years FCA-authorised
12 registered individuals
4 specialisms
16 FCA permissions
CH OC398850

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.