Insights from the Smart Financial team
The law firm landscape is one of the most rapidly-changing in the UK today. If your firm, like many, is a smaller practice with four or fewer partners, you’re at risk of disappearing as small firms are swallowed up by larger firms with lots of capital available, wanting to grab a bigger slice of the market. What do these challenges … Read More
The Christmas holiday can be a happy but stressful time. With the personal demands of socialising, gift-buying and hosting family, the thought of keeping your business going at the same time might feel daunting. For some business owners, taking a break feels like a luxury you can’t afford, but the truth is, the greatest gift you can give yourself (and your business) … Read More
Would you like to get your finances in order, but aren’t sure where to start? Do you struggle with making decisions about how best to spend and save your money so that your future needs are met? Financial planning is the key to ending this indecision but if you haven’t sought lifestyle financial planning advice before, you may wonder exactly … Read More
Our five-part series of podcasts supporting Financial Planning Week with a look at the financial planning process, finishes today. In our fifth podcast of the week, Smart Financial CEO Steve Martin talks to Andrew Neligan, CFP with Informed Choice about the final stage of the process. Listen to Steve and Andrew talk about what you can expect at this meeting, commonly referred … Read More
We’re delighted to be supporting Financial Planning Week, with a five-part series of podcasts based on the five stages of financial planning, to really open up the process and be transparent about what clients can expect. In our third podcast this week, Smart Financial CEO Steve Martin talks to Certified Financial Planner and founder of Navigator FP, David Crozier. The third step in the … Read More
Running your own business can be empowering and liberating, and if you work with family, the sense of shared achievement can be wonderful. Where things can get more difficult, is when it comes to thinking about your exit. If you want to transition ownership to family, the exit planning process may carry additional pitfalls. Communicate, Communicate, Communicate You’ve got a … Read More
This month, we’ve got an interesting look at redefining retirement in our Ask Smart Financial blog series, where Smart Financial CEO Steve Martin or COO Dr Mark Todman answer your financial planning questions. Remember Mark or Steve could be answering your question next month. Simply tweet us using the hashtag #AskSmartFinancial or email us and we could be answering your … Read More
Starting your own business can be empowering, exciting and put you firmly in control of your ambitions. Unfortunately, no small business operates without risk and startling new research by commercial insurers RSA has revealed that more than 50% of small businesses fail to make it to the five-year mark. The research, published on Insider Media, that 63% of small business owners … Read More
Deciding how to sell your business may be one of the most important decisions you’ll ever make. Selling at the right time, to the right buyer for the right price could bring you financial freedom and future security. Equally, it can be a difficult process with no guarantees of getting the outcome you want. We can help with some practical … Read More
