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

Are You Ready for Your Retirement Lifestyle?

You've worked hard to make your business a success, but have you thought about what your life will look like after you retire? It's likely your...Read more

How to Achieve Financial Freedom

Think back to those first early, heady days when you were just starting your business. You didn't just start it on a whim, did you? Instead, you...Read more

Awards & Accreditations