Working Together to Achieve Your Goals

HELPING TO SHAPE OUR CLIENTS' FUTURES FOR OVER A DECADE

FINANCIAL PLANNING

Expert Guidance Every Step of the Way

At SMP Financial, we have been helping clients plan for their future for over a decade. We believe that planning today produces better outcomes tomorrow.

A recent econometric study* showed those taking advice ending up with 173% of the wealth of those who did not. This was a sophisticated study which took account of external factors such as starting wealth and education

Learn more

PENSION ADVICE

A Comprehensive Approach to Retirement Planning

What constitutes good pension planning will vary from person to person. For some leveraging the benefits of pension structure is simply a wealth management exercise, for others pensions are about securing a future lifestyle.

Learn more

INHERITANCE PLANNING

Inheritance tax is payable on nearly all assets such as property, shares and pension assets transferred upon death.

There is a common perception that inheritance planning is the domain of the super wealthy and those with highly complex business and financial lives. This is far from the case. Inheritance planning can benefit most people who have accumulated even a modest level of assets.

Learn more

INVESTMENT

Expert Guidance Every Step of the Way

Investment is about the probable and the possible, it’s about risk and duration. It’s about you, your age and stage in life, your plans, your tolerances and ambitions. Outcomes are a function of methodology and planning.

Learn more

FINANCIAL ADVICE CLINIC

Enhance your employee benefits

We offer our clients a one-day Financial Advice Clinic for their employees. Typically employees will book 30 minute slots. We operate an open agenda, this way we can share our knowledge with your people as appropriate to them.

Learn more

CLIENT REVIEWS

"In my experience, Donal Milmo-Penny is an Advisor of the highest professionalism. I found him to be open, honest, prompt, knowledgeable and a pleasure to deal with at all times. I have already recommended him to others and will continue to do so."

Tom Donlon

Donal has provided business and financial consultancy on a multitude of topics to me and my company over many years. I have always found him to be incredibly proactive and always willing to think outside of the box to get results. I am more than happy to recommend Donal and SMP Financial."