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.


Latest Blogs

Are You Taking a Christmas Break From Your Business?

The Christmas holiday can be a happy but stressful time. With the personal demands of socialising, gift-buying and hosting family, the...Read more

The New Rules for Retirement Financial Planning

The old approach to retirement looked at your working life and your retirement as two mutually exclusive things; one busy and active, the other a...Read more

Awards & Accreditations