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Financial planning is about much more than money, it’s about your life.

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Are You In Control of Your Business?

As a business owner you probably decided to pursue your dreams of ‘being your own boss’ in order to have more control of your life. You not only wanted to spend your time doing what you love and making the

Steve June 22, 2019June 22, 2019 Blog Read more

What Does Financial Freedom Mean…to You?

Have you ever considered what it would mean to be ‘financially free’? Would you sell your business or leave your job so that you had more time to relax with friends and family, travel, buy that Ferrari you’ve always wanted,

Steve June 21, 2019June 22, 2019 Blog, Financial Planning Read more

How to Value a Business

Do you know how much your business is worth? You should, even if you’re not planning on selling right now. Knowing the value of your business gives you the power to make confident decisions about the future, both yours and

Steve June 21, 2019June 22, 2019 Blog, Business Read more

How Do I Exit From My Business?

If you’re asking this question, you’re already on the right path to a successful business sale. A business exit strategy is highly valuable at any stage of your business journey, but even if you appreciate this fact, it can be

Steve June 21, 2019June 22, 2019 Blog, Business Read more

What is Financial Planning?

You know it makes sense to create a business plan, giving you a roadmap that will plot your course to success, be that growth and expansion or a seamless sale. But what about your financial plan for everything else? When

Steve June 20, 2019June 22, 2019 Blog, Financial Planning Read more

Smart Financial

Here’s an opportunity to join one of the North West’s leading Financial Planning firms.  Smart Financial Planning is a highly regarded Lifestyle Financial Planning firm, led by the former Chairman of the Institute of Financial Planning in the North West and

Steve June 19, 2019June 23, 2019 Blog No Comments Read more

The Key to Protecting Your Legacy? Business Continuity Planning

Your business is your livelihood, but what would happen if you suddenly couldn’t be there, either temporarily or even permanently? Illness or an accident can happen without warning, affecting not just you but your loved ones, your employees, and the

Steve June 19, 2019July 4, 2019 Blog, Business No Comments Read more

What Our Clients Say

Don’t just take our word for it – find out what our clients say about working with Smart Financial I thought this would be an indulgence, but going through the business planning process with Smart Financial has far exceeded my

Steve June 19, 2019June 19, 2020 Blog No Comments Read more

Can I sell my business?

Can I sell my business? Client called the office today to ask what we had put in his financial plan as the sale value of his business. He couldn’t remember but had been offered £500,000. Having quickly updated his model

June 19, 2019June 23, 2019 Blog No Comments Read more

6 Questions to Ask Your Financial Planner

If you’re considering working with a financial planner, no doubt you’ll have lots of questions about how they work and what’s involved. To find the right person with the best advice for you, it’s worth taking the time to research

Steve September 26, 2018June 22, 2019 Blog, Financial Planning Read more
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Recent Posts

  • Are You In Control of Your Business?
  • What Does Financial Freedom Mean…to You?
  • How to Value a Business
  • How Do I Exit From My Business?
  • What is Financial Planning?
  • Smart Financial
  • The Key to Protecting Your Legacy? Business Continuity Planning
  • What Our Clients Say
  • Can I sell my business?
  • 6 Questions to Ask Your Financial Planner

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