Smart Financial

Reviews

1. Jovian Smalley ★★★★★

   We have really enjoyed working with Tamsin over the last few years. She doesn't simply provide financial advice, she's really skilled at coaching us through our current situation to shape our shared goals for the future. We appreciate her support and challenge on some areas of our life plans where we previously found it hard to move forward; for instance, in thinking about how we can turn our dreams of moving to another country into reality. Looking foward to continue our relationship as we make plans for the next few years of our lives!

   almost 7 months ago
2. Donna Jones ★★★★★

   Throughout my marriage my husband handled all of our financial affairs. Therefore, going through a divorce, I felt utterly daunted at the thought of trying to understand and sort out the pensions, shares and other financial matters. Then I found Tamsin! I found Tamsin to be professional, supportive, kind and understanding. She has helped and guided me through financial things that I never thought I'd understand. I can wholeheartedly recommend her.

   almost 8 months ago
3. cheryl evans ★★★★★

   I’m very happy to recommend Smart Divorce and in particular Tamsin Caine. Tamsin is extremely knowledgeable, thorough, patient and empathetic and has made the whole process clear and easy to understand. It’s so reassuring knowing I can talk through major financial decisions with her, such as buying a house and how best to invest pensions/retirement planning, after divorce. I feel much more financially confident now and the meetings and information have given me much needed peace of mind.

   almost 8 months ago

1. Jenny Wong ★★★★★

   I had an initial call with Steve to discuss my future plans, and found the 30 minute discussion to be concise, thoughtful, and genuinely helpful. He was considerate of my goals and suggested some initial research routes that I wouldn’t have otherwise found myself. Happy to recommend.

   1 year ago
2. Matthew Weiniger ★★★★☆

   Excellent. We used Tamsin to provide wealth management advice. It was a very detailed and thorough process. The advice was clear and delivered in a user-friendly manner. Highly recommend.

   1 year ago
3. katya willems ★★★★★

   I was blown away by the advice and support I received from Smart Financial. It was eye-opening to be shown how to plan my financial future up until the age of 100. It had never occurred to me to do that before - but it makes perfect sense. Tamsin made the process interesting and easy to understand. I learnt so much and feel much more confident about making financial decisions now. I felt like I was getting a very high level of service and attention throughout.

   more 6 years ago

1. Mariana Casale ★★★★★

   Outstanding tailor-made expert advice delivered clearly and effectively, with a great deal of care and commitment. Smart Financial has an inspiring, supportive, human, thorough and efficient approach to financial problem solving and planning which is, in my personal experience, invaluable, particularly in divorce cases. I cannot recommend them highly enough.

   more 6 years ago
2. Barbara Harrison ★★★★★

   I’ve been a client of Smart Financial for many years and can’t recommend them highly enough. They are professional, friendly and knowledgeable and their client service and care is excellent - a pleasure to work with.

   more 7 years ago
3. Robert Pollard ★★★★★

   Skilled professionals. They have provided excellent advice over the years. Responsive and great communicators. I recommend them.

   more 7 years ago

1. James Cox ★★★★★

   Tamsin and the team take a very personal approach to Financial Planning and have really helped us define what is important and how we might achieve it.

   more 7 years ago

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