test may 2021

Steve Martin CFP™ Chartered MCSI


Chartered Wealth Manager

Certified Financial Planner

Steve, 44, is originally from Ayr in Scotland but moved to Altrincham in 2003 now spends a lot of his time in Spain. He is a Chartered and Certified Financial Planner (CFP™) as well as a Chartered Wealth Manager, a holder of the Investment Management Certificate and is a former Assessor of the CFP™ licence.

Steve founded Smart Financial Planning Limited in 2008 and serves as it chief executive. He also founded Smart SSAS, a pension trustee business in 2011 and Smart Divorce, a divorce specialism in 2018 and released the Change The Future programme in 2020.

He was Chair of the Manchester branch of the Institute of Financial Planning for 5 years before standing down in 2015.

Steve is married with two children, is an Ironman Triathlete, a keen runner and a CrossFit level 1 coach and is a committed fund raiser for the CF Warriors and the Cystic Fibrosis trust.

Steve has over 20 years’ experience in the profession, having been a Partner and Managing Director of previous firms.

Steve specialises in advising business owners as both a financial planner and a business consultant.

Steve and Damien host the Financial Life Coach Podcast

dr_picture191Damien Rylett