Smart Financial is a values-based financial planning firm based in Altrincham, Cheshire. Established in October 2008, the business is owned by Managing Director Steve Martin.

Our aim is to help clients achieve their lifestyle goals and aspirations without the fear of ever running out of money, through the provision of outstanding financial and wealth advice, and smart management of investment portfolios.

Smart Financial currently has around 300 clients, approximately £70 million of assets under management and offices in Altrincham, Glasgow, Leeds and London.

 
Independent, expert advice

As independent financial planners, with only CFP-qualified advisers, you can rest assured that any advice we give will be fair, unbiased and unrestricted. We review all suitable products in the market and advise appropriately to meet your objectives.

In following our philosophy that investing money is only done to facilitate the delivery of goals and objectives it is important that we are only investing in reliable long-term, low risk and low cost solutions which give the highest possible likelihood of achieving those objectives.