Financial Planning is more than simply helping you save, invest or pick the right financial product. It's about understanding what is important to you, the life you would like to lead and being able to give you the peace of mind that you are not alone in making the big, the small or the difficult decisions that life throws our way.
Life is a unique journey for everyone, that is why for over 40 years we have stood by our clients' side and helped them each step of the way. Wherever you are on life's journey, it is important to ensure that your finances are on track. We will be there for you every step of the way with independent advice to help you meet your objectives: we will build you a financial plan that is flexible and achievable, whatever life throws at you.
Life is a unique journey for everyone, that is why for over 40 years we have stood by our clients' side and helped them each step of the way. Wherever you are on life's journey, it is important to ensure that your finances are on track. We will be there for you every step of the way with independent advice to help you meet your objectives: we will build you a financial plan that is flexible and achievable, whatever life throws at you.
Services
We've been giving Independent Financial Advice for over 40 years. In this time, the world has changed and we have evolved, but our clients still remain at the very heart of what we do. Our Financial Planners get to know each client well, and often work with several generations of the family from the first savings or mortgage through to retirement and later life planning.
While we have 25 registered Financial Advisers who are directly responsible for providing Financial Advice, they couldn't do their jobs without the Investment Team, the Technical Analysts, Personal Assistants, Administrators, and all of our great back office staff who do so much to assist them. Strength in depth is one area which really sets us apart.
We are proud to be a Norfolk firm and are committed to working with others for the good of our local community. Through our professional connections and media work, we come into contact with lots of wonderful people volunteering and working for the benefit of others young and old in their communities.
Our job is to help our clients plan for the future, and part of having a bright future is having a healthy world to live in. At S&P we are committed to being a firm which has a positive impact on our world, promoting responsible business practices. We are constantly developing and challenging the ways we work and do things with a focus on Stewardship, which is one of our core company values.
Wherever you are on life's journey, it is important to ensure that your finances are on track. We will be there with you with independent advice to help you meet your objectives. We will build you a financial plan that is flexible and achievable, whatever life throws at you. Seeking financial advice can seem daunting, that is why we have a proven process that makes sure we get to truly know you and your needs.
Reviews (11)
Malcolm Franklin
Jan 24, 2022
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When we decided to retire we contacted Smith & Pinching who provided us with very professional, personal and comprehensive guidance which made what could have been a difficult process easy to understand. Since that time we have received regular reviews and updates to ensure our retirement and financial needs are met. Additionally, our advisor is always on hand should we have any questions. For us, trust and confidence are very important and we have this in Smith & Pinching and our advisor.
Lynda Tingey
Jan 22, 2022
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Simon Crowhurst
Nov 01, 2021
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David and his team helped me navigate the complex world of pensions as I moved from a long career IT career in the energy business to semi-retirement in in 2018. Everything was handled extremely professionally, meeting several times at their Norwich office to go through the details and help me understand my options, explaining risks and taking me through the process of setting up my drawdown pension. Since then they have continued to handle my investments for me and provide regular updates, information online and face to face reviews. I have absolutely no hesitation in recommending them to anyone
Susan Simpson
Oct 30, 2021
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Alan Peat
Oct 29, 2021
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Neil Hickman
Oct 22, 2021
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Gary Cuthbert
Oct 17, 2021
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Eunice Price
Oct 11, 2021
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Positive: Professionalism, Responsiveness
For over 12 years I have received professional yet personal service from this company. We desperately needed help at that time and I dread to think what state I would be in now with their expertise. They have always responded quickly when specific help was needed. I have recommended them to others who I know are equally pleased.
For over 12 years I have received professional yet personal service from this company. We desperately needed help at that time and I dread to think what state I would be in now with their expertise. They have always responded quickly when specific help was needed. I have recommended them to others who I know are equally pleased.
Afnaan Affu
Oct 10, 2021
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Amazing trading platform, easy to use and quick withdrawal. I have been using this platform together with the most recommended forex strategy on the internet from Mr. ARNOLD far i have no complains, making close to $7000-$15000 on a weekly basis. he is really great, best in his field and unique among others. i am thankful and want you all to partake from his good works. Contact he via Email is arnoldclark61@gmail.com WhatsApp: +1(910)2274267
Pip Wells
Oct 09, 2021
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Chris-Rosalind Limbach
Sep 18, 2021
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We have placed investments at Smith & Pinching for a number of years, using the same financial adviser who has constantly kept us informed of everything we need to know. The financial performance of our investments has been very good. We decided to switch to ethical companies in 2020 and the whole process was very smooth and efficient. We have had no reason to consider switching to another firm as we have been very well looked after over the years.
