Smart Investments

Smart Investments Whether you want: advice on mortgages, to save tax efficiently, plan for your retirement or protect Please feel free to call us for a free initial assessment.

Our Customer Charter:

• We aim to provide a fully comprehensive service to all of our clients
• We are confident that we will deliver a high quality service the is suitable to your needs
• We continually strive to improve our professionalism through personal development
• We can confirm that we adhere to the principles of “Treating Customers Fairly” as prescribed by our regulator the Financial Co

nduct Authority
• If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions
• Our processes and procedures follow the guidelines as laid down by our business support network - Quilter Financial Planning Limited.
• If you wish to comment on the services we provide, we are always pleased to receive your feedback as we seek to treat our clients as we ourselves would wish to be treated. If, at any point you are dissatisfied with our service, we will always do our very best to put it right.

We'll be at the at next week. Look forward to meeting you there.
08/11/2024

We'll be at the at next week. Look forward to meeting you there.

Pension savers are among those feeling the squeeze as living costs rise – with some people considering cutting back what...
06/01/2023

Pension savers are among those feeling the squeeze as living costs rise – with some people considering cutting back what they are paying in, or worrying that the amount they have put by won’t be enough.

Worried about the cost-of-living crisis impacting your pension? These expert tips could help, says Vicky Shaw.

Christmas may be over – but a great gift you could still give your child is a savings habit, which could last a lifetime...
05/01/2023

Christmas may be over – but a great gift you could still give your child is a savings habit, which could last a lifetime.

It’s never too early to teach kids about saving money. By Vicky Shaw.

A sharp fall in the value of the pound has had knock-on effects for mortgages, pensions, holidays and more.
30/09/2022

A sharp fall in the value of the pound has had knock-on effects for mortgages, pensions, holidays and more.

We explain how you might be affected, and what you can do

MILLIONS of energy customers will get a £400 bill discount in their bank account starting from October 1.
30/09/2022

MILLIONS of energy customers will get a £400 bill discount in their bank account starting from October 1.

MILLIONS of energy customers will get a £400 bill discount in their bank account starting from tomorrow, October 1. How you get the cash will depend on your energy supplier as they are dishing it o…

Chancellor Kwasi Kwarteng set out his stall in his first 'mini-budget'.
28/09/2022

Chancellor Kwasi Kwarteng set out his stall in his first 'mini-budget'.

Chancellor Kwasi Kwarteng set out his stall in his first 'mini-budget' after taking the great office of state this morning.

Stamp duty must be paid by the buyer of any home in England that costs more than £250,000 — so what is this tax and wher...
28/09/2022

Stamp duty must be paid by the buyer of any home in England that costs more than £250,000 — so what is this tax and where did it come from?

Millions are battling the cost of living crisis with little end in sight, but there are a number of big changes due to h...
27/09/2022

Millions are battling the cost of living crisis with little end in sight, but there are a number of big changes due to help soften the blow.

MILLIONS are battling the cost of living crisis with little end in sight, but there are a number of big changes due to help soften the blow. From tax cuts announced in Kwasi Kwarteng’s Mini B…

Mortgage lenders temporarily withdrew and repriced products for new customers today due to turbulent financial markets f...
27/09/2022

Mortgage lenders temporarily withdrew and repriced products for new customers today due to turbulent financial markets following the mini-Budget.

Kwasi Kwarteng is drawing up plans for a fresh round of tax cuts to help families struggling with the cost of living.
26/09/2022

Kwasi Kwarteng is drawing up plans for a fresh round of tax cuts to help families struggling with the cost of living.

In a combative interview yesterday, the Chancellor brushed aside market jitters about the £45billion of tax cuts in last week's emergency Budget and declared he was determined to go further.

26/09/2022

ALEX BRUMMER: Interest rate rise is a boost for savers, but should the Bank of England have gone further?
23/09/2022

ALEX BRUMMER: Interest rate rise is a boost for savers, but should the Bank of England have gone further?

ALEX BRUMMER: Yes, this was the seventh hike in a row and it brought the rate to the highest level since 2008. But the governor firmly resisted calls for an even sharper rise.

Address

9 Freetrade House, Lowther Road
Stanmore
HA71EP

Opening Hours

Monday 9:30am - 6pm
Tuesday 9am - 6pm
Wednesday 9:30am - 6pm
Thursday 9:30am - 6pm
Friday 9:30am - 6pm
Saturday 9:30am - 3pm

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