Awards & Accreditations

Smart Financial is an Accredited Financial Planning Firm™

Accredited Financial Planning FirmsTM demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

The Corporate Livewire Manchester Prestige Awards 2019

The Corporate Livewire Manchester Prestige Awards celebrates small and medium-sized enterprises consisting of localised businesses and sole traders that have thrived in their highly competitive community and have proven their success during the past 12 months. The Prestige Awards give our team the opportunity to recognise businesses that provide a personal approach towards their customers to maintain a high-quality level of service and experience. Winners will be chosen on marketing and branding, business growth methods, customer experience, and approach to new ideas. The awards will also allow businesses to celebrate their achievement within the business community throughout the City.

thewealthnet top 25 Financial Planning Companies Award

Smart Financial was named one of TheWealthNet’s Top 25 Financial Planning Companies, by part of the prestigious Private Asset Management group (PAM). The aim of the initiative is to identify, recognise, introduce and promote the Top 25 Financial Planning Companies. PAM surveys approximately 100 private financial planning companies and the top 25 is based on data received.

Best Financial Planning Firm – North 2016 and Innovation Award for Business Support 2015 – FYB Club

Smart Financial was delighted to receive this Award from Wealth & Finance INTL in their 2015 Finance Awards, recognising our FYB Club as an innovative approach for business owners who want to gain control of their business lives, achieve their aspirations for the future and enjoy more freedom in their lives.

Adviser Firm of the Year (North West) 2014 winners, Shortlisted 2015

The Professional Adviser Awards have been established to recognise excellence and achievement in the financial services industry. This year a new series of awards were made, recognising outstanding achievement in each of the regions of the UK and Smart Financial was delighted to win the award for the North West region in its inaugural year. This award rewards the firm for having outstanding, repeatable, TCF (treating customers fairly) advice processes and the judges commented “This firm takes a sound approach to risk. Good answer to the case study.”

Retirement Planner Award 2014 winners, 2015 shortlisted

The Retirement Planner Awards highlight examples of best practice within the advisory industry, aiming to recognise the work of adviser firms who are committed to making a real difference in how people approach their retirement. Success in this award rewards Smart Financial for delivering the highest standards of retirement advice to its clients and being focused on working together with its clients to ensure they reach their retirement planning goals.

The Money Marketing Financial Services Award


The Money Marketing Financial Services Awards have been established since 1989 and are seen as the primary event in the financial services calendar for recognising and celebrating the industry’s finest achievements.

The calibre of the judging panel sets these awards apart, being made up of top-level industry professionals.

Smart Financial was delighted to win the award for Small Adviser of the Year in 2012 (gold), to have been awarded bronze in the same category in 2013 and to have been short-listed again for the 2014, 2015 and 2016 awards.

The New Model Adviser Top 100 Firm

The New Model Adviser Top 100 list has been running since 2012 and celebrates the best of the professional financial planning community. Smart Financial has been included in the list for 2012, 2013, 2014, 2015 and 2016, which recognises firms that are at the top of their game and share a commitment to professionalism and client care.