--- title: About you description: Discover how our advanced row background can help you excel in your financial planning. We provide valuable assistance to small business owners, corporate professionals, partners in professional firms, and self-employed entrepreneurs. Contact us today for personalized advice and support. --- [![logo-colour](https://smartfinancial.co.uk/hubfs/brand-logos/logo-colour.svg "logo-colour")](https://smartfinancial.co.uk/) [![logo-white](https://smartfinancial.co.uk/hubfs/brand-logos/logo-white.svg "logo-white")](https://smartfinancial.co.uk/) - [About you](https://smartfinancial.co.uk/about-you) - [About us](https://smartfinancial.co.uk/about-us) - [What we do](https://smartfinancial.co.uk/what-we-do) - [Client stories](https://smartfinancial.co.uk/client-stories) - [Blog](https://smartfinancial.co.uk/blog) - [Contact](https://smartfinancial.co.uk/contact) # 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 ## Discover how we can help you today [Get in touch](https://smartfinancial.co.uk/contact) ## News & blog ##### W𝗼𝗿𝗸, 𝘀𝗼𝗰𝗶𝗮𝗹 𝗮𝗻𝗱 𝗽𝗹𝗮𝘆 𝗶𝗻 𝗦𝗽𝗮𝗶𝗻 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘄𝗵𝗼𝗹𝗲 Smart Financial Team [Read more](https://smartfinancial.co.uk/blog/work-social-play-in-spain) 5 minute read ##### What a Week at Club La Santa Taught Me About Financial Planning [Read more](https://smartfinancial.co.uk/blog/what-a-week-at-club-la-santa-taught-me-about-financial-planning) 2 minute read ##### The New Year Isn’t About Reinvention - It’s About Refinement [Read more](https://smartfinancial.co.uk/blog/reinvention-vs-refinement) 3 minute read [See all articles](https://smartfinancial.co.uk/blog) ![logo-colour](https://smartfinancial.co.uk/hubfs/brand-logos/logo-colour.svg "logo-colour") #### Menu - [About you](https://smartfinancial.co.uk/about-you) - [About us](https://smartfinancial.co.uk/about-us) - [What we do](https://smartfinancial.co.uk/what-we-do) - [Client stories](https://smartfinancial.co.uk/client-stories) - [Blog](https://smartfinancial.co.uk/blog) - [Contact](https://smartfinancial.co.uk/contact) #### Address Beehive Lofts, Unit 4.1 Waulk Mill 51 Bengal Street Manchester M4 6LN ![image006](https://smartfinancial.co.uk/hs-fs/hubfs/signature-images/image006.jpg?width=200&height=58&name=image006.jpg) ![ch firm58](https://smartfinancial.co.uk/hs-fs/hubfs/signature-images/ch%20firm58.png?width=241&height=58&name=ch%20firm58.png)   #### Sign up to our newsletter - [Privacy policy](https://smartfinancial.co.uk/privacy-policy) - [Terms and conditions](https://smartfinancial.co.uk/terms-and-conditions) Site developed by [ClientsFirst](https://www.clients-first.co.uk/) Smart Financial is a trading style of Smart Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. You can find Smart Financial Planning Ltd on the FCA register by [clicking here](https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000Mg7KfAAJ). Smart Financial Planning Ltd is registered in England & Wales. Company number: 06274060. Registered Office: Beehive Lofts, Unit 4.1, Waulk Mill, 51 Bengal Street, Manchester, M4 6LN. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning. © 2026 All rights reserved.