Welcome to Smart Financial

Financial planning is about much more than money, it’s about your life.

Having a strong financial plan in place gives you the freedom to achieve what you want out of life.

We work with senior business professionals and business owners like you, to help you identify the lifestyle you want, and create a plan to live it.

We believe that investing money is solely for the purpose of fulfilling goals and we want to empower you to achieve and maintain your chosen lifestyle, without the fear of ever running out of money. 

Let our CEO Steve Martin explain more about how we focus on your needs to create your bespoke plan:


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Our Services


Latest Blogs

Why You Should Collaborate with Other Business Owners

Business owners tend to be fiercely independent, hardworking, and self-reliant. These excellent qualities, however, can become difficulties as time...Read more

A Quick Guide to Business Continuity Planning

Each month, we put your most pressing financial planning questions to our CEO Steve Martin and COO Dr Mark Todman, in our Ask Smart Financial blog...Read more

Awards & Accreditations