Smart Financial Planning

Smart Financial Planning provides financial planning services to individuals and businesses. They have over 15 years of experience and manage over £50 million in funds.
  • Financial Planning
  • Divorce Financial Planning
  • Relocation Financial Planning
  • Investment and Retirement Planning

Size
Small
Phone
0161 706 1072
Email
Available in Endole App
Locations
Unit 4.1, Waulk Mill, Beehive Lofts, 51 Bengal St, M4 6LN
08448246990
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Raymond James, Spinningfields
At Raymond James, Spinningfields, we specialise in wealth management tailored specifically to the unique needs of business owners.
Millcroft Wealth Management
Millcroft Wealth Management provides high-quality independent fee-based financial planning advice solutions to families, individuals, corporate clients, and trusts.
Heron House
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Jacksons
Jacksons is an independent firm of Chartered Financial Planners dedicated to helping clients achieve their financial goals through meaningful financial planning.
Five Wealth
Five Wealth is a wealth management business that focuses on providing personal, independent, and experienced financial planning and investment services.
Company Details
Smart Financial Planning is operated by Smart Financial Planning Ltd and is a Active company incorporated on 8 June 2007 with the registered office located in Manchester, Greater Manchester. Smart Financial Planning Ltd was registered 18 years ago.

Status
Active
Size
Micro
Directors
2
Age
18 years old
Employees
6
Turnover
Unreported
Total Assets
£104.77K
Cash in Bank
Unreported
Total Liabilities
-£71.49K

Director • PSC • British • Lives in Spain • Born in Jul 1975
Secretary • PSC • British • Lives in Spain • Born in Jul 1975
Teams
All
5
Finance
2
Management
1
Other
2
Chief Executive, Chartered And Certified Financial Planner (CFP) • Joined Oct 2008
Practice Manager • Joined Apr 2023
Chartered Financial Planner Helping Clients Through & Post Divorce, Director Of Financial Planning • Joined Jan 2015
Trainee Financial Planner • Joined Mar 2025
Financial Planner • Joined Jan 2025
Trainee Financial Planner • Joined Mar 2025
Financial Planner • Joined Jan 2025
Practice Manager • Joined Apr 2023
Chief Executive, Chartered And Certified Financial Planner (CFP) • Joined Oct 2008
Chartered Financial Planner Helping Clients Through & Post Divorce, Director Of Financial Planning • Joined Jan 2015