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 to Sell Your Business

Deciding how to sell your business may be one of the most important decisions you'll ever make. Selling at the right time, to the right buyer for the...Read more

Why You Need Business Freedom - But Don't Know It

It's time for our monthly Q&A with Smart Financial COO, Dr Mark Todman. This week, Mark talks about what freedom from your business means for...Read more

Awards & Accreditations