Retirement Planning


We provide clear, expert and relevant advice to enable you to create, grow and protect your wealth for you and your family.

Wealth Management


Do you have accrued pensions but no investment strategy in place?
Can you afford to retire and still have a good standard of living?

Retirement Planning


Do you need a better grasp of where tax is eroding your income and savings?
We can look at boosting your finances with some careful tax planning.

About Smitton Wealth Solutions

We specialise in personalised wealth management, managing our client's financial affairs whilst building lasting long-term relationships. We provide financial advice for clients throughout Gloucestershire, Bristol and surrounding areas.

Providing a truly independent, whole of market and impartial financial planning service to private & corporate clients along with trustees and charities.

Our clients are at the heart of everything we do and we strive to improve your financial position by adopting a personal and jargon-free approach.

Pensions and Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?

Manage Investments

My income is my priority. I want to make sure my investments are generating as much a s possible. Will my investments and income keep up with inflation?

Wealth Management

I need help forecasting my long term needs, I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.

Family Protection

I want to pass on my remaining wealth to my family but may need to go into a nursing home. How do I protect my assets but still leave provision for myself?