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. That said, we have recently significantly increased our in house team in order to better support our clients.

Our team is led by our directors  Steven Martin CFP^CM IMC and Michelle Martin, BA (Hons) dip IM.

In February we were joined by  Terry Hewes who has joined us as a full time administrator with his first responsibility covering for Michelle whilst she is on maternity leave. Terry has demonstrated sufficient ability that we are now recruiting for a new administrator to allow him to progress to assist Steve with the advice side of the business.

In addition, have been joined on 1st of June by Stuart White who will operate principally as an adviser in our new Zone Financial Planning business but will also work on as part of the advice team with Steve and Terry where appropriate.

Finally, we have been joined by Christine Hobbs on Monday 14th June as a PA to our Managing Director, Steve Martin CFP.

Please contact us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it if you wish to join our team.