About Smart Financial

Specialist financial planning and independent financial advice for executives, partners in professional firms, high net-worth individuals and SME owners.
Based in Altrincham, Cheshire, Manchester and London we are a multi-award-winning Financial Planning Firm providing high quality financial planning to ensure our clients achieve their life goals. We work best with:*Business executives*Partners in professional firms*High net worth individuals*Owner-managers of small or medium sized businesses with a turnover of around £500,000 to £5 millionIf that’s you, we’ll help you answer key questions about your money and your life, including:“Can I afford to retire now?”“How can I reduce my tax bill?”“How much do I need to sell my business for to have enough money to live for the rest of my life?”“How can I turn my pensions, savings and investments in to a sustainable income for the rest of my life?”“How can I minimise tax when I sell my business?“What should I do with the inheritance I’ve received?”We’re passionate about empowering you to live the life you want without fear of ever running out of money – and without working for a day longer than you need to.People who work with us have the confidence that their financial affairs are organised, simplified and understandable.
Pensions & retirement: