Independent financial advisers in Amersham, Buckinghamshire
Welcome to Smarter Financial Planning. We support people who are looking to achieve clarity, confidence and comfort around their money, as well as stress-free, well-organised financial affairs.
We understand how money issues can lead to anxiety, confusion and distrust. You need someone who can explain what’s right for you. Someone who’ll translate the jargon, clarify your options and help you to move forward. That’s what we do.
Our approach
There’s no shortage of financial advisers who’ll take your money and invest it in the stock market, but there’s more to building a brighter financial future than picking the best fund.
Smarter financial planning is about identifying exactly what you want out of life, rather than leading you down a predetermined path or encouraging you to keep up with the Joneses.
It’s about minimising taxes and reducing fees so you can keep more money in your pocket.
It’s about working with other professionals such as lawyers and accountants on your behalf so you can focus on whatever makes you happy.
It’s about stress-testing your plan and coming up with contingencies so you can sleep peacefully at night knowing that no matter what happens, you’re taken care of.
› Am I saving enough for retirement?
› Are my savings working hard for me?
› Can I retire early?
› Can I afford to gift money to my family?
› How can I save tax?
› Do I have enough insurance?
Who we work with
We advise business owners, professionals, senior managers, self-employed people, and retirees — successful people who’ve worked hard for their money.
Client stories
Our fees
Many financial planners charge customers a percentage of their investment portfolio. This means that someone with £1,000,000 invested will pay ten times as much as someone with £100,000 invested, even if they’re receiving a broadly similar service.
We like to do things differently.
With the help of fixed, all-inclusive fees, we can offer a more transparent and fair service.
You’ll know exactly what you’re paying for: unbiased financial advice that puts your own needs above your advisor’s remuneration.
This is how life happens
It’s easy to let life pass by without realising it. But a financial plan can help you achieve what you really want from life, whether you’re already retired, approaching retirement, or just starting to think ahead. This short video explains all.
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