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  • info@smartfinancial.co.uk

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.


Recent News

Top 5 Articles on Exit Strategies

  With confidence returning to the markets, business owners are once again starting to consider the possibility of exit. But do you have a...

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What’s your deeply held goal or aspiration?

On Sunday 29th June 2014 Smart Financial Director Mark Todman will compete in Ironman Austria, which involves a 2.4 mile swim, a 112 mile...

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Awards & Accreditations