Steve Martin CFPᵀᴹ Chartered MCSI, IMC
Qualified Coach and Mentor
Chief Executive – Smart Financial
Steve built Smart Financial from scratch providing only Lifestyle Financial Planning. Full financial planning, every client, every time NO exceptions was the mantra in 2008 and it is the same now. As such he has extensive experience of delivering successful first meetings where clients agree to pay appropriate fees for a Lifestyle Financial Planning service that answers both the question that they had when they came to see him as well as all the questions that were uncovered in the meeting.
Steve has been involved in developing the skills of planners since 2009 having operated a successful graduate recruitment program and a mentorship program within Smart Financial where he focused on soft skills.
Steve’s career started by selling life assurance for City Financial Partners. Whilst the product solutions were far from ideal, the skills training was excellent and with a background in telesales for a double glazing company whilst still at school it’s safe to say his soft skills have been tested in the real world over many years!
Steve was an active member of the Manchester branch of the IFP, holding the position of Chair from 2009 until 2014. He is also regularly asked to speak at other IFP/ CISI branch meetings around the country.
Steve is passionate about two things
1. Helping advisers master the skills required to be successful Financial Life Coaches and Lifestyle Financial Planners.
2. Helping coach business owners and planners to achieve their potential and unlock the magic of Lifestyle Financial Planning in their own lives.
Damien Rylett – Chartered Financial Planner
Qualified Coach and Mentor
Managing Director – Brunel Capital Partners
CEO – IronBright Investment Management
A former IFP Branch Manager and Conference Chairman who has spoken at a number of events on Practice Management.
Damien established Brunel Capital Partners, a Bristol based financial planning firm in 2011. He is responsible for mentoring and developing the firm’s young, upcoming financial planners. Having acquired Pilgrim Financial Planning, a Somerset based IFA practice in the summer of 2016, Damien is overseeing the firm’s transition from a traditional, transactional model to a comprehensive, lifestyle financial planning offering.
Damien has been delivering Lifestyle financial planning for the past 12 years, so after years of practice, is ideally placed to pass on his experiences.
An experienced sports coach, Damien is able to transfer the skills acquired in this arena to the financial planning world to help advisers and planners be the best they can be and deliver their service with passion, integrity and empathy.
Tamsin Caine MSc., CFPTM Chartered MSCI
Head of Financial Planning – Smart Financial
Tamsin joined Smart Financial in January 2015. She had 15 years’ experience in financial services in businesses from a small family company to a large PLC. Since meeting Steve Martin about 10 years’ ago, during his time as chair of the local IFP branch, Tamsin had wanted to work with him, providing lifestyle financial planning to clients. Having secured her dream job, she soon discovered that transforming from a traditional transactional IFA to a lifestyle financial planner was not as easy as she had anticipated. However, 2 years’ on and too many role plays to count, she is now helping others through the academy and mentoring several new and existing planners.
Having completed a Masters in Financial Planning and Business Management at Manchester Metropolitan University in 2015, Tamsin now works as an Associate Lecturer at the university in the Accounting and Finance department.
She now uses a combination of teaching at the university and coaching skills developed on the rugby field to help to develop successful lifestyle financial planners.
Brian Hill DipFA MIFS
Brian is a Diploma Qualified Independent Financial Adviser, with a specialist focus on pensions and investments. Brian has been rated as one of the top 200 Independent Financial Advisers in UK. Brian is the principal Independent Financial Adviser at Jones Hill .
Prior to joining The Financial Planning Training Academy, Brian joined the Army and attended the Royal Military Academy Sandhurst (Sovereign’s Platoon, for those who are familiar). Unfortunately Brian was War Pensioned off after suffering knee injuries in the Final Term, just 8 weeks away from Commissioning.
His knee injuries didn’t stop Brian from training and qualifying as an Alpine Ski Instructor and Brian takes time out each ski season to teach in Bavaria.
Over the years he’s become well known for his integrity and down to earth approach, with his clients prepared to travel long distances to see him. Brian’s specialist area is helping those who have served and their families.
When not spending time with his young family, Brian can be found at his local Crossfit gym or Southwick Parkrun, training for endurance events such as the gruelling 24km FanDance (twice across Pen-y-Fan peak, whilst carrying up 35lb-60lb of extra weight). The FanDance is used as part of SAS Selection.
A little well known fact is that Brian used to be a Church organist. Nowadays he would probably play all the right notes but not necessarily in the right order.