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

Gain Freedom From Worry in Retirement

As a hard-working professional, the idea of not working can seem like a huge gamble and retirement is an exciting but worrying concept for many in...Read more

The Importance of Business Exit Planning - At Any Stage

Being a successful business owner means looking to the future at all times. While no one starts a company with the intentions of leaving it, your...Read more

Awards & Accreditations