Insights from the Smart Financial team
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
Are you thinking ahead to retirement and looking forward to what comes next? We know you’re not about to let your retirement years just slip by and that you have ambitions you still want to achieve. You’re certainly not alone in this respect. Recent research by YouGov surveyed a group of 65 year-olds and revealed a ‘top 40’ wish list full … Read More
We all look forward to the day when we can do what we want with our time – no need to rise and shine with the sun, working long hours. Instead, we can spend our time doing what we want to, when we want to. For that to happen, though, you have to have a plan – a plan to … Read More
We’re continuing with our brand new blog series, Ask Smart Financial, where we put your questions to Smart Financial CEO Steve Martin and COO Dr Mark Todman. This week, it’s the turn of Mark, discussing the sellability of your business. Remember Mark or Steve could be answering your question next month. Simply tweet us using the hashtag #AskSmartFinancial or email … Read More
