When you work with Smart Financial you will have the confidence that your financial affairs are organised, simplified and understandable to you. Why is this important? Having peace of mind around your financial affairs gives you the freedom to concentrate on achieving and maintaining your chosen lifestyle, without the fear of ever running out of money. 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.
