Self-managed financial planning

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Welcome to SMFP! We are passionate about empowering individuals to take control of their financial future through comprehensive and user-friendly financial planning tools. At SMFP, we understand that managing finances can feel overwhelming at times. That’s why we’ve developed a suite of tools designed to simplify the financial planning process, putting the power in your hands to make informed decisions about your money.

Steve Manning

Who we are

Our team of experienced, qualified specialists are committed to developing innovative tools that simplify the financial planning process making financial planning affordable and accessible.

I have over 30 years experience in financial services, much of it working on financial planning software. IT is a passion.

We also provide tools for advisers.

Our mission

Our mission is to provide individuals with the resources they need to achieve their financial goals, whether it’s saving for retirement, buying a home, or planning for their children’s education. We believe that with the right tools and knowledge, anyone can create a secure financial future for themselves and their loved ones.

What sets us apart

  • Our financial planning chatbot is an industry first. Just “chat” to the chatbot to test scenarios and get answers.
  • The most extensive collection of financial planning calculators on any site.
  • Video guides to help you.
  • Info-grams that make the concept easy to understand. Download them for future reference.
  • Address the main areas of financial planning – creating, protecting and transferring wealth.
  • Need a little help? We will answer your email query within 24 hours.
  • Need more help? We can refer a selection of advisers in your post code you can choose from.
  • Quick links and glossary make information easily accessible.

Our tools

  • There are 32 financial planning calculators. Test scenarios at your own pace, in your own time.
  • There are 42 info-grams. easy to understand and easy to download.
  • Financial planning. Create create, protect and transfer wealth.
  • Lifestyle calculators. Wedding and travel costs. Evaluate a job offer. Mortgage repayments and more.

SMFP makes financial planning affordable and accessible.