Wealth Management

Strategy

Independent and Impartial

Smart Financial Planning believes the only way to serve our clients is via a 'Values Based' or 'Lifestyle' Financial Planning service. Expertise in financial products should be a given for any wealth management firm, and we believe it is the non financial elements that truly set us apart and allow us to provide long term rewarding relationships to our clients.

Advice?

The world has changed and many people now seek to purchase financial products in the same way that they shop online for a new television. People also realise there are big risks in DIY finances and are turning to a trusted adviser for help. The big question is, who do you turn to?
Historically, people turned to high street banks who were seen as trustworthy. This has changed in the wake of the current financial crisis. Finding independent / impartial advice is now more important than ever before. Independence is one of Smart Financial Planning’s key values. Click here to find out more about our values.

Our Approach

Smart Financial Planning turns the traditional product-selling world on its head. We want to understand everything about our clients, what motivates them from how they want their children to be educated to whether they want to leave vast sums of money to their heirs or would rather they found their own way in life.  Do they enjoy their current job, or secretly wish to give up corporate life and set up their own business but have no idea how, or if, they can afford it.
Smart are a fee-only business, which means our clients pay us to give them advice and, where appropriate, implement that advice. In many cases we do not recommend any traditional products. We invest our time and energy in developing close, regular contact relationships with our clients and are their first port of call for more than simply their annual ISA.

Service

Smart prides itself on offering very high standards of client service. To find out more about this and how we work with clients, click here.