Join Us
Ask Yourself...
Are you able to focus on client management without getting bogged down with administration and paperwork?
Are you keeping enough of the revenue that you create?Do you have full administration support from a highly qualified team with both experienced and newly qualified members?
Do you have access to the latest back office client relationship management software with live data on clients’ portfolios?
Are you equipped to deal with RDR regulations?
What makes Smart Financial Planning special?
Smart Financial Planning demonstrates professional excellence through its team of highly qualified and experienced, as well as newly qualified members.
The team is led by Steve Martin CFP, IMC, APFS, Chartered Financial Planner, IFP Branch Chair. The firm has recently achieved Accredited status and has been shortlisted in the Money Marketing Awards Small IFA Of The Year category.
Smart prides itself on being impartial and independent: we are fee-based and not influenced by commission, and independently owned and not influenced by providers.
Our aim is to work exclusively for the benefit of our clients, working in partnership with them to establish long term relationships through regular reviews using the most up to date client relationship management and forecasting software.
Smart are always on the look out for talented and enthusiastic individuals to add to our team. If you would like to join us then please call on 0844 824 6990 to find out more.
