Smart Financial

Based in Altrincham, Cheshire, Manchester and London we are a multi-award-winning Financial Planning Firm providing high quality financial planning to ensure our clients achieve their life goals. 

We work best with:

*Business executives

*Partners in professional firms

*High net worth individuals

*Owner-managers of small or medium sized businesses with a turnover of around £500,000 to £5 million


If that’s you, we’ll help you answer key questions about your money and your life, including:

“Can I afford to retire now?”

“How can I reduce my tax bill?”

“How much do I need to sell my business for to have enough money to live for the rest of my life?”

“How can I turn my pensions, savings and investments in to a sustainable income for the rest of my life?”

“How can I minimise tax when I sell my business?

“What should I do with the inheritance I’ve received?”

We’re passionate about empowering you to live the life you want without fear of ever running out of money – and without working for a day longer than you need to.

People who work with us have the confidence that their financial affairs are organised, simplified and understandable.