Chartered Financial Planner launches training academy An Accredited Financial Planning firm has launched an academy to train planners to “never again engage in a transactional relationship with their clients”. Chartered Financial Planner Steve Martin CFPTM Chartered MCSI wants to help planners “communicate lifestyle Financial Planning to their clients effectively”. The training days run at his firm Smart Financial in Altrincham are aimed to improving key client skills.
Date for your diary: first meeting training day Do you struggle to get clients to commit to a full financial planning service from your firm? Do you fall into the trap of ‘Just doing the investment / pension / mortgage ‘ and plan to get round to full planning at a later date? Do you have a rough idea of what you should be doing when a client comes into your office to promote your lifestyle financial planning service but haven’t practiced it enough to sound like you know what you are talking about?
Ex-branch chair critical of IFP-CISI merger one year on
A year on from the IFP-CISI merger, a former IFP branch chairman has voiced his disappointment with the progress of the merged body and says the leading professional bodies are failing to advance Financial Planning. Chartered and Certified Financial Planner Steve Martin, MD of Smart Financial in Altrincham, one of the main opponents to the merger originally, said he was unhappy with the way the merged organisation has developed.
How to advise business owners
My firm mainly deals with pre-retirement business owners. This path started a long time ago, pre CFP, pre involvement with the IFP and simply with me passing the G60 exam. Because of this, I could advise on pension transfers and final salary schemes and as a result of that I was headhunted to work with a national accountancy practice.
Steve Martin: My heart sinks at cashflow modelling doubters 111016 As the great cashflow modelling debate continues, following the recent Financial Planning Today poll, Steve Martin CFPTM Chartered MCSI, gives readers his perspective on why it is essential. After our poll found 78% of respondents believed that it is essential to true Financial Planning (245 votes), Mr Martin, chief executive of Smart Financial, explains why he agrees with the majority.
Standing tall together – Steve Martin, CEO of Smart Financial Planning and CISI member
261016 “The purpose of the IFP was all about increasing the profile of financial planning and also about growing the profession for the benefit of consumers” says Martin.
Advisers drop campaign against IFP and CISI merger 270815 An adviser-led campaign group against the planned merger of the Institute of Financial Planning (IFP) and the Chartered Institute for Securities & Investment (CISI) has stood down amid concerns the IFP could not stay financially secure alone.
Index Investing: Tamsin Caine of Smart Financial Planning 17.6.15Joining an advice firm that only uses passive funds was a real eye-opener for certified and chartered financial planner Tamsin Caine, who started work at Smart Financial Planning in January this year.
My Business: Steve Martin of Smart Financial
In this issue we talk to Steve Martin who runs his North West England Planning business from Spain. Financial Planner: How did you get into Financial Planning and what attracted you to the profession? Steve Martin CFPCM: I didn't begin life intending to go into finance at all. I actually went to university to study medicine but after three years of that I decided it wasn't for me so I switched to politics and management, then left university still not really sure of what job I wanted to do.
Altrincham-based firm on the hunt for first paraplanner 290514 Smart Financial Planning is on the lookout for its first paraplanner, as part of rapid growth plans, and to lessen its dependency on outsourced providers.
Financial Planner 'free' surgeries proving a hit with public
Free Financial Plannng surgeries for the public, a key part of Financial Planning Week 2013, are proving a hit, says the IFP. Firms across the UK are opening their doors this week to offer free surgeries. They are operated by IFP members and their firms on a no strings attached basis and at no cost.
Smart Beta: Terry Hewes of Smart Financial Planning51113 Terry Hewes of Smart Financial Planning uses a range of passive funds, and has made changes to clients’ property exposure due to liquidity concerns. Terry Hewes, financial planner at Altrincham-based Smart Financial Planning, said his firm had been passive since it was founded in 2008.
071013 Smart gets entrepreneurial streak with exit planning arm071013 With the IFA profession experiencing a period of rapid change in the wake of the retail distribution review, advisers might be forgiven for relying on tried and tested approaches, but Steve Martin of Smart Financial Planning is not content to rest on his laurels.
Smart Financial looks for another graduate111012 Steve Martin, managing director of Altrincham-based Smart Financial Planning, is set to recruit a third graduate for the firm following the success of his last two hires. Martin (pictured) said his strategy of taking on university leavers and training them to be advisers had worked well and he wanted to repeat the trick.
Smart to bring SSAS in-house after outsourcing disappoints120712 Altrincham-based Smart Financial Planning has decided to bring its SSAS administration in-house, after being disappointed by the service clients received from outsourced firms. Smart director Steven Martin (pictured) said he would move about 12 clients’ pension trustee and administration work in-house over the next two weeks.
Five minute adviser profile: Steve Martin of Smart Financial Planning140312 Steve Martin’s combination of fees, passive investment and financial planning focused on clients’ life goals has proved a good strategy for building up Smart Financial Planning. At 34, Martin is one of the younger advisers to feature in our profiles and his youth is reflected in the way he runs his firm, Smart Financial Planning.
martinmillerNew Model Adviser® stars get together as Miller takes clients to Smart 290911 Martin Miller (pictured), former partner at New Model Adviser® cover star firm JPM Financial, has left the Leeds-based IFA to join Altrincham-based Smart Financial Planning.
Martin aims to raise £5,000 for cystic fibrosis in Ironman 150911 Smart Financial Planning’s Steve Martin is to compete in a gruelling European Ironman event next year for charity. The managing director of Smart Financial Planning will swim, cycle and run the 140.6 mile challenge in Roth, Germany, next July.