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Zone Financial joins the Smart Financial Planning Group
Altrincham based Smart Financial Planning Group has expanded its portfolio by welcoming Zone Financial to the Group. This new venture sees the launch of a new mass market fee-based financial planning service, incorporating and adapting Smart’s technical expertise, guidance, investment strategies and commitment to continued excellence. Zone Financial’s first office is located in Glasgow.
Zone Financial will be offering independent financial advice, whether on a one off basis or if clients wish, on an ongoing basis for regular advice, reviews and implementation. The service will be based on a personal values approach, helping clients to achieve their personal goals without the selling of commission-generating financial products or policies.
Unlike the existing private client service offered by Smart Financial Planning, which is solely aimed at high net worth individuals, Zone Financial will offer impartial financial planning advice to everyone, irrespective of their current financial position.
Chief Executive of Smart Financial Planning Group, Steve Martin said, “We are delighted to include Zone Financial within the Smart Financial Planning Group and launch this new service. Historically we have been approached by people looking for good independent and impartial advice about how they could make their wealth work, to help them achieve what they want out of life. Whilst these weren’t high net worth individuals, we realised that these people needed our values and our professional impartial advice based on a fee structure rather than the traditional commission led approach. The inclusion and launch of Zone Financial as part of the Smart Group has meant that we can now successfully offer this.”
Stuart White from Zone Financial said, “I am delighted to be joining the Smart Financial Planning Group. I believe that our offering at Zone Financial sets us apart from many others in the market and will ultimately save our clients money. By offering a transparent fee based service, rather than receiving commission for selling products, we can ensure our clients are receiving advice that is truly in their best interests.”