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

Can I Afford to Travel When I Retire?

Retirement can be an exciting but daunting prospect for many business owners. The fear that your retirement won't be enough to fund your dreams...Read more

How Can I Take a Break From My Business?

It's almost the end of the summer, and we hope you've had a great summer break – or have you? Many business owners feel they can't go on holiday...Read more

Awards & Accreditations