Expert Guidance Every Step of the Way
SMP Financial is a financial advisory practice specialising in long term financial planning for individuals, professionals, families and retirees. Established in 2006, our team of six advisers have considerable experience in optimising financial structures. This facilitates us in assisting clients in making prudent and informed financial decisions. Our planning starts with a blank page, this allows us total flexibility in building recommendations that work for you.
Our clients are business people, professionals, families and retirees who require expert guidance in planning for the future. We have deep technical competence in financial planning, pensions, investment, cash flow modelling and taxation.
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We have established relationships with varying specialist advisers such investment managers, tax consultants, trustees, solicitors and an array of financial product providers allowing us to provide a broad and sophisticated financial planning service.
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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."
Mike O'Brien
Garfield has provided me with astute financial advice and excellent personal service.
I am delighted to recommend him as a Financial Advisor."