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

How Do I Protect My Lifestyle in Retirement?

We’ve got a brand new blog series to share with you this week – welcome to Ask Smart Financial! Each month, we’ll be answering your most pressing...Read more

5 Reasons You Should Get Ready to Sell Your Business

Do you know how sellable your business is right now? You should, even if you think selling your business isn't something you want to do right now....Read more

Awards & Accreditations