(01) 662 9208

55 Ailesbury Road, Ballsbridge, Dublin 4, Ireland

©2018 SMP Financial. SMP Financial Ltd is Regulated by the Central Bank

WHO ARE WE AND WHAT DO WE DO?

We've helped to shape our clients' futures for over a decade.

SMP Financial is a Financial brokerage based on Dublin 4. Established in 2006, we are a client driven intermediary with expertise in Inheritance Planning, Pensions and Investments.
We are active members of the Professional Insurance Brokers Association (PIBA) as well as the Life Assurance Association (LIA).

What do we do?
We develop and deliver solutions to our clients’ financial needs. This can range from targeted planning work such as optimising inheritance or pension planning to discrete tasks such as providing a structure to receive a single year’s pension contribution. Each engagement is unique.

Who do we serve?
Our clients are professionals and business people who require high quality advice and flexibility.

Areas of competence:
Financial Planning
Pension planning
Investment
Life insurance

Inheritance planning

What sets us apart?
Personal service and an unparalleled level of adviser access are what set us apart. At SMP we have deep connections in the Irish marketplace and continuously monitor international best practice. We believe our focus on knowledge and industry participation further set our practice apart. We are here to assist you in getting from where you are today to where you want to be in the future. Building long term value for our clients is our key objective.

By choosing SMP Financial you are choosing a firm that measures its success by yours.

THE SMP TEAM

Senior Advisors

Every Senior Advisor at SMP is a Qualified Financial Advisor (QFA) with a minimum of ten years industry experience. We engage in Continuous Professional Development in order to best serve our clients.

GARFIELD SPOLLEN

BComm QFA

A founder of SMP Financial with over twenty years business, investment and financial experience.
A UCD Commerce graduate and Qualified Financial Advisor with a love of long term financial planning.

PAUL LOOBY

QFA

I have been in the Financial Services Industry since July 1976 in both Banking and Life Assurance.

Partner with SMP Financial since February 2014.

Specialties: Retirement Planning, Wealth Management, Life Assurance, Serious Illness, Approved Retirement Funds (ARF's), Buy Out Bonds Inheritance Tax Planning. 

DONAL MILMO-PENNY

QFA FLIA

A founding partner at SMP Financial with 23 years business experience.

I advise business owners, professionals and wealthy individuals and families on optimising their pension and inheritance planning. From a pension perspective this means interrogating current arrangements and seeking improvements where possible.