Accredited Financial Planning Firm
Accredited Financial Planning FirmsTM represent excellence in Financial Planning service.
In 2012, Smart Financial became one of the first financial planning firms in the North West to achieve this status and is currently one of only three in the region to hold the accreditation.
To achieve this we have been assessed by the Institute of Financial Planning (IFP) as demonstrating the ultimate in professionalism through the calibre of our staff and the service we provide to clients.
The IFP recognises these firms as leaders in the profession, in addition to recognising individual excellence in Financial Planning through CERTIFIED FINANCIAL PLANNERCM certification, the globally recognised standard of excellence in Financial Planning and IFP Fellowship.
Steve Martin holds the CFMCM accreditation.
Accredited Financial Planning Firms must meet the IFP’s strict criteria, abide by the code of ethics and practice standards of the professional body, and demonstrate the highest standards of Financial Planning practice.
For more information about Accredited Financial Planning FirmsTM visit http://www.financialplanning.org.uk/wayfinder/accredited-firms.
Best Financial Planning Firm - North 2016 and Innovation Award for Business Support 2015 - FYB Club
Smart Financial was delighted to receive this Award from Wealth & Finance INTL in their 2015 Finance Awards, recognising our FYB Club as an innovative approach for business owners who want to gain control of their business lives, achieve their aspirations for the future and enjoy more freedom in their lives.
Adviser Firm of the Year (North West) 2014 winners, Shortlisted 2015
The Professional Adviser Awards have been established to recognise excellence and achievement in the financial services industry. This year a new series of awards were made, recognising outstanding achievement in each of the regions of the UK and Smart Financial was delighted to win the award for the North West region in its inaugural year. This award rewards the firm for having outstanding, repeatable, TCF (treating customers fairly) advice processes and the judges commented “This firm takes a sound approach to risk. Good answer to the case study.”
Retirement Planner Award 2014 winners, 2015 shortlisted
The Retirement Planner Awards highlight examples of best practice within the advisory industry, aiming to recognise the work of adviser firms who are committed to making a real difference in how people approach their retirement. Success in this award rewards Smart Financial for delivering the highest standards of retirement advice to its clients and being focused on working together with its clients to ensure they reach their retirement planning goals.
The Money Marketing Financial Services Award
The Money Marketing Financial Services Awards have been established since 1989 and are seen as the primary event in the financial services calendar for recognising and celebrating the industry’s finest achievements.
The calibre of the judging panel sets these awards apart, being made up of top-level industry professionals.
Smart Financial was delighted to win the award for Small Adviser of the Year in 2012 (gold), to have been awarded bronze in the same category in 2013 and to have been short-listed again for the 2014, 2015 and 2016 awards
The New Model Adviser Top 100 Firm
The New Model Adviser Top 100 list has been running since 2012 and celebrates the best of the professional financial planning community. Smart Financial has been included in the list for 2012, 2013, 2014, 2015 and 2016, which recognises firms that are at the top of their game and share a commitment to professionalism and client care.