About Us

Smart Financial Planning is a values-based financial planning company

Our clients are our priority and helping them to achieve their goals in the long term is our focus. We look at the bigger picture. For example, we are interested in what our clients want to do with their life, rather than looking at their arbitrary income need for their retirement.  We want to know how much our clients need to sell their businesses for to provide the capital for their future life rather than chase a number for a numbers sake.
We structure all our activity to ensure our clients remain on target and that as circumstances, legislation and taxation change, we can adapt appropriately.
To find out more, visit the Our Clients section of the site where you can see how we work with our clients and the standards you can expect.

Who do we accept as clients?

Smart Financial Planning is very selective about the clients that it works with. We know who we can help and do not believe in taking clients on unless we can add significant value. Our client relationships are for the long term and we invest enormous amounts of time and effort to help our clients achieve everything they wish. To make the relationship work, our clients need to play their part and deal professionally with us.

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What is our history?

Smart was launched in October 2008 with approximately 50  clients. These clients came with Steve Martin from his previous firm where he was a partner. A Smart team was then built around them, more details of the team can be found in the ‘Smart team’ section.

Since the launch in October 2008, the company has gone from strength to strength and in 2011 made a breakthrough in its growth broadening its range of services to provide a mirror service for businesses as individuals and become the only integrated provider of personal and business financial planning in the UK.