About
About SMP Financial
Our Clients
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.
We have established relationships with varying specialist advisers, including investment managers, tax consultants, trustees, solicitors and an array of financial product providers allowing us to provide a broad and sophisticated financial planning service.
At SMP we take pride in providing unrivalled advisor access and developing long term relationships. Our team are all here for the long term and our business is built on long term client relationships.
Our Approach
Our goal is to protect what you care about most
Engagement
We begin by understanding your goals, circumstances and what matters most to you.
Discovery
A thorough review of your current financial position, assets, liabilities and objectives.
Recommendation
A bespoke financial plan tailored specifically to your needs and long-term goals.
Delivery
Ongoing review and refinement as your circumstances, markets and legislation evolve.
Regulatory Standing
SMP Financial Ltd is regulated by the Central Bank of Ireland (reference C42382).
Full details of the basis on which we act, and how we are remunerated, are set out in our formal documents.
Our Team
Advisors here for the long term
Our team are all here for the long term, and our business is built on long term client relationships.
Meet the Team