Smith & Pinching, Chartered Financial Planners

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Smith & Pinching, Chartered Financial Planners One of Norfolk's leading firms of Chartered Financial Planners providing expert financial advice.

At S&P, we aim to provide all our clients with accurate, focused, personalised and impartial financial advice in a professional and friendly manner. We are happy to advise you on any aspect of your finances and we also offer a very special comprehensive financial planning and investment service, which is linked to lifestyle planning.

Some client relationships span decades, and we’re privileged to be there for them through every chapter.From mortgage ad...
12/10/2026

Some client relationships span decades, and we’re privileged to be there for them through every chapter.

From mortgage advice and tax planning to retirement and life’s most difficult moments, our aim is always the same, to give clients clear, practical advice and the reassurance that we’re only ever a phone call away.

Thank you to this client for taking the time to share their experience.

If you’d like to talk to us about your own plans please do get in touch with us on 01603 789966

Join us for a relaxed and informal networking lunch where you can meet other local professionals, enjoy good conversatio...
08/10/2026

Join us for a relaxed and informal networking lunch where you can meet other local professionals, enjoy good conversations and make valuable new connections over a pots and shots lunch. No formal seating plans giving you more opportunities to mix and mingle.

We're delighted to welcome Nick Steven-Jones, CEO of Jarrolds as our guest speaker. Leading one of Norfolk's best-known family businesses, Nick will offer an insightful perspective on business, leadership and the local economy.

The Smith & Pinching team will be there to welcome guests, make introductions and help keep conversations flowing throughout the event. We look forward to seeing you there.

To book your place please visit www.smith-pinching.co.uk/2026/10/connect-lunch-thursday-5th-november-2026-2/

Many landlords often reach retirement and realise the rent isn’t quite stretching as far as they had hoped.Our Chartered...
07/10/2026

Many landlords often reach retirement and realise the rent isn’t quite stretching as far as they had hoped.

Our Chartered Financial Planner, Matt Beck, features in ABC Money sharing what to consider before selling a rental property. He says he usually starts by working out what a property portfolio actually earns once tax, fees and maintenance costs are deducted. Quite often this is eye opening. He also explains why there’s no need to rush. By spreading any sales across more than one tax year can make all the difference.

It’s well worth a read if you are currently weighing up your options: https://loom.ly/OeldIbE

If you’d like to talk through your options please get in touch on 01603 789966.

The Bank of England has held rates at 3.75%Today’s decision from the Monetary Policy Committee keeps rates unchanged, bu...
17/09/2026

The Bank of England has held rates at 3.75%

Today’s decision from the Monetary Policy Committee keeps rates unchanged, but that doesn’t mean the mortgage market has stood still. Several major lenders including some of the high street names have already increased their fixed rates recently in response to rising SWAP rates and gilt yields.

It’s a reminder that mortgage rates don’t all move in line with the base rate. If you’re remortgaging or buying a property in the next six months, please talk to a member of our mortgage team to find out what this means for you. Call them on 01603 786885 or email [email protected]

10/09/2026

Join us for a Financial Open Morning at The Maltings in Wells

Have questions about your pensions, investments or financial future? Come along to our informal open morning 9am – 12pm on Thursday 24th September at The Maltings, Wells-next-the-Sea and chat with our team over coffee.

No pressure, no obligation and no cost, just friendly guidance to help you feel more confident about your finances. If you wish to book a guaranteed time slot, please email [email protected]

Conversations at this event are general in nature and do not constitute personal financial advice.

The APR and BPR inheritance tax cap for farms just moved from £1m to £2.5m.If you own farmland, buildings, machinery or ...
08/09/2026

The APR and BPR inheritance tax cap for farms just moved from £1m to £2.5m.

If you own farmland, buildings, machinery or a farming business this changes your financial planning. Our latest article explains what qualifies and what doesn’t and what to do next.

Read more – https://loom.ly/wfz0eqY Get in touch with us on 01603 789966 if you want to talk it through.

What a fantastic afternoon last Thursday. We’re thrilled to share that the Smith & Pinching Treasure Hunt at Mr Postles ...
26/08/2026

What a fantastic afternoon last Thursday. We’re thrilled to share that the Smith & Pinching Treasure Hunt at Mr Postles raised an incredible £1,230 for The Smith & Pinching Charitable Trust.

Huge thanks to all the businesses from across Norfolk who entered teams, brought their competitive spirit and helped us raise money for charity. The clues were tricky, the weather (mostly) behaved and the team spirit was second to none.

Congratulations to Cozens-Hardy LLP on lifting the trophy. Watch this space for the next Treasure Hunt…

Is soft saving a good idea?Gen Z’s latest money trend has landed in The Independent, and Smith & Pinching’s own Dan Brow...
26/08/2026

Is soft saving a good idea?

Gen Z’s latest money trend has landed in The Independent, and Smith & Pinching’s own Dan Browne was on hand to explain more.

“Soft saving” replaces aggressive saving for a more relaxed approach: pay for the essentials, automate a bit into savings and then spend the rest guilt-free on the things that matter now, like travel, experiences, etc. It’s the opposite of the “Financial, Independence, Retire, Early” (FIRE) approach and it’s particularly popular with a generation that’s grown up through a pandemic and a cost of living crisis.

Dan explains the appeal but also flags the risk. Read the full article here - https://loom.ly/jQk-m9E

Equity Release made simpleYour home could be more than just where you live, it could be an asset that works for you in r...
18/08/2026

Equity Release made simple

Your home could be more than just where you live, it could be an asset that works for you in retirement. Later life lending options like lifetime mortgages allow you to release the equity you've built up, without having to sell your home.

Want to find out how Smith & Pinching can help you? Get in touch today for a no obligation chat. 01603 786885 or email: [email protected]

Equity release will reduce the value of your estate and may affect your entitlement to means-tested benefits. A lifetime mortgage is a loan secured against your home.

12/08/2026

We've been working on something new... Video content introducing some of our team and the advice behind the numbers. Coming soon to smith-pinching.co.uk

Address

295 Aylsham Road
Norwich
NR32RY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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