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Smart Team
Smart Team
Smart Team
Smart Financial Planning has a growing team dedicated solely to helping our clients to achieve their life goals.
We believe that, in most cases, we would rather form strategic alliances with experts in their field and work together when required rather than bring them into our business. This gives us the flexibility to move the composition of our team as the needs of our clients change.
Our team is led by our directors Steve Martin, Steven Martin CFPCM IMC and Michelle Martin, BA (Hons) dip IM.
Our latest appointment is Leontine McGuane who has joined us as a part time administrator and we are in discussions which may lead to an additional paraplanning resource.
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Latest Smart News
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Breakfast Briefing Smart Financial Planning Pre Budget 2009 Breakfast Briefing Join us for a breakfast briefing hosted by Smart Financial Planning. Aimed at high-earning Company Directors or Owners, this briefing...
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Accessing Cash News Accessing cash The following article was published by www.gmchamber.co.uk (Greater Manchester Chamber of Commerce) Q. In this climate it's difficult borrowing money, are there any smart ways...
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