Steve Martin

Steve Martin

Job Title:
Chief Executive Officer
Chartered Wealth Manager
Certified Financial Planner
Phone:
0844 824 6990
Address:
The Victoria
29 Stamford Street
Altrincham
Cheshire
WA14 1EX
Steve Martin CFP Chartered MCSI, IMC

Steve established Smart Financial in October 2008 and serves as its CEO. He has around 20 years’ experience in the profession, having been a Partner and Managing Director at previous firms and is a Chartered and Certified Financial Planner (CFP), a holder of the Investment Management Certificate and a former Assessor of the CFP licence.

Steve was an active member of the Manchester branch of the IFP before its amalgamation with the CISI, holding the position of Chair from 2009 until 2014. He also used to sit on the Financial and Legal Sector Panel. He speaks regularly at Financial Planning meetings around the country and is also a regular contributor to a wide range of feature articles on financial and money management related subjects across trade, local and national press.

Steve also leads Financial Planning Training Academy, a specialist training business set up to train financial advisers to become accomplished Financial Planners.

Steve is married to Michelle and they have two boys, he is a keen runner and crossfitter, an Ironman triathlete and is a committed fund raiser for the Cystic Fibrosis trust and other related charities. He has recently competed in the CF Warrior Games where his team raised over £14,000 for the CF Warrior charity.

Steve’s next target is to run a sub-3 hour marathon which he had hoped to achieve in Manchester in April 2020 however circumstances continue to conspire against him!

As the needs of the business’ clients changed, Steve established Smart Trustee Services Limited (Smart SSAS) in 2011. In 2012 Smart Business Financial Planning was established and today is our Change the Future™ program.