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

The Truth About Financial Planning

Why do you work? Why did you start your business? Crucially, what do you want out of life? Your business or job may be your joy and passion, but what...Read more

Exit Planning for Your Family Business

Running your own business can be empowering and liberating, and if you work with family, the sense of shared achievement can be wonderful. Where...Read more

Awards & Accreditations