Unavailable for contact through VouchedFor
Based in Altrincham
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Financial planning is about much more than money, it’s about your life. Having a strong financial plan in place gives you the freedom to achieve what you want out of life and I am passionate about empowering you to live the life you want without fear of ever running out of money. By taking a very personal approach I really get to understand you and what’s important to you, now and for your future; and build a holistic plan that works, delivering the results that you desire and deserve. I am a Chartered Financial Planner and a Certified Financial Planner (CFP) and have over 15 years' experience in the Financial Planning profession. I established Smart Financial in 2008, which is now an Accredited Financial Planning Firm, with a vision to 'do things differently' and to ensure that every client receives pure financial planning every time. Outside of the business I am married to Michelle, we have two young sons who occupy much of my time and I am keen runner.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Steve's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.