• 0844 824 6990
  • info@smartfinancial.co.uk

Welcome to Smart Financial

Smart Financial is an award-winning Accredited Financial Planning FirmTM based in Altrincham, Cheshire.

Established in 2008, the business was built around a vision that it would ‘do things differently’ by focusing on the future needs of its clients and helping them achieve their lifestyle goals and aspirations.

Our client base consists of senior business professionals, business owners and high net worth individuals who benefit from a high quality financial planning service provided by certified financial planners.

We are driven by a philosophy that investing money is solely for the purpose of fulfilling goals and aim to empower clients to achieve and maintain their chosen lifestyle without fear of running out of money.

Managing Director Steve Martin talks more about what we do and how we do it.


Recent News

How to plan your business exit strategy

  If you’ve ever longed to gain freedom from your business you are not alone – this is one of the most common aspirations...

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A financial resolution for the New Year

The start of a New Year is traditionally the time when many people resolve to take a look at their lives and vow to...

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Awards & Accreditations