You are at the heart of everything we do

Whether you're preparing for a fulfilled retirement or getting affairs in order for pastures new, we'll be by your side every step of the way

Who we help

At Smart Financial, we are privileged to work with an extraordinary group of individuals who lead remarkable lives and refuse to settle for the ordinary.

When our clients first approach us, they are dedicated to building and maintaining the best possible lives not only for themselves but also for their families and communities. They possess a remarkable level of control over their lives and finances, enabling them to make crucial decisions and embrace change whenever necessary.

Sound familiar?

Our clients come from diverse backgrounds, but they can generally be categorised into four main groups.

While these categories are not exhaustive, we have found that our expertise and services are particularly valuable to individuals in these circumstances: 


Small to Medium-Sized Business Owners

These visionary individuals have taken the bold step of starting their own businesses and are dedicated to their growth and success. They possess an entrepreneurial spirit that drives them to constantly innovate and adapt to changing market conditions.

Corporate Leaders

Holding senior positions within established corporations, our clients in this category are influential decision-makers who play a vital role in shaping their organisations' strategies and driving their success. They bring a wealth of experience and expertise to the table.

Partners in Professional Firms

Our clients who are partners in professional firms are highly respected experts in their respective fields. They have honed their skills and knowledge over the years, making them invaluable assets to their firms and sought-after advisers to their clients.

Self-Employed and Entrepreneurs

This category encompasses individuals who have taken the leap to create their own path and pursue their passions. Whether they are freelancers, consultants, or creative minds, they have chosen to embrace the freedom and independence that comes with being their own boss.

Don't just take our word for it

Here's what our clients say

“I have used the services of Smart Financial Planning since the company started. The owner was my old companies' pension adviser. Smart Financial conduct regular reviews of my financial planning needs. In the last 6 months they have offered specific advice on the construction of my private pension to enable me to continue contributing to the level I wish. They at the same time gave specific advice on investment for lump sums requiring maximum financial security. In this task Smart Financial fully understood my requirements and asked pertinent questions of my situation. I am happy with the changes to my pension structure and the other investment advice given. I feel I am set up to achieve the objectives my family has set for the next few years.”

George Hughes

“Their help, support and advice has meant that despite the distance I prefer to stay with Smart and I hope they feels that it is worthwhile looking after us. In any event we discuss matters either by phone, email or FaceTime but I travel the 2.5 hrs for the review meeting as it is important to me to be face to face for a full discussion.”

Mark Hodgson

“I retired and wanted some good long term advice. Smart Financial have helped me in many ways! They have advised me on a wide range of issues. I have unquestionably seen the outcome that I had hoped for.”

Kevin Wharton

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News & blog

Navigating Life's Journey: A Guide to Wills and Lasting Powers of Attorney

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