We want to help you achieve your financial aspirations, and realise your dreams. Our success is built on getting to know you. From our very first meeting, we look at the whole picture starting from what you need right now moving through to retirement and beyond.
We’re passionate about empowering you to live the life you want without fear of ever running out of money – and without working for a day longer than you need to.
Our financial planning service can help you achieve the lifestyle you want, not only now, but in the future.
We use a six stage process for our personal financial planning services. To learn more about what’s involved at each stage, book a free consultation with us.
From our very first meeting, we look at the whole picture starting from what you need right now moving through to retirement and beyond.
We take a personal approach to our work using a tried and tested process, to really get to know you and understand what you want to achieve.
We can build a holistic plan that will deliver the results you desire – and deserve. Our success is built on getting to know you.
We help you identify your life goals, review your financial situation and create an actionable plan to start you on the journey to the life you really want.
We look at all aspects of your personal and financial life, before creating a plan for your money. We take into account where you are today, where you want to be, and then create a plan to help you get there.
Arrange a discovery call to see how we can help you gain clarity, and information, and move towards your financial aspirations.
Taking stock of your financial life and ensuring that you’re in the best position to achieve your future objectives.
Knowing what you want out of life can help inform your financial goals and give them purpose and direction.
The financial advisers trading under Smart Financial/BFMI are members of Nexus Global. Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 3647.
Business exit planning is growing in popularity in the UK, but all too often business owners leave this thinking until they are ready to sell.
The truth is that developing your exit plan is a great idea at any stage, helping you build a sellable business that will give you the freedom to achieve your personal ambitions.
Our free checklist will:
