Your financial world, structured
SMP Portal will provide secure online access to your policies, valuations and planning tools — one considered place to see where you stand. It is currently being prepared for launch.
What Portal Will Offer
Your policies and values, in one place
A consolidated view of your pensions, investments and protection policies, with valuations drawn together so your financial position is clear at a glance.
Secure document access
Statements, reports and planning documents held in one secure location — available to you when you need them, without email attachments or paper trails.
Planning tools and calculators
Straightforward tools to model retirement scenarios, contributions and long-term outcomes, designed to support conversations with your adviser rather than replace them.
A direct line to your adviser
A considered channel to your SMP adviser for questions and updates, keeping your planning moving between formal reviews.
Access
Access is by application
Portal access is offered by application. It is open both to existing SMP clients and to new users who are planning their financial future and would value a clearer view of it.
If you are not yet an SMP client, you are welcome to apply. We will be in touch to understand what you are looking for and how we can help — there is no obligation, and applying does not require an existing relationship with the firm.
Registering your interest helps us prepare access in an orderly way. We will contact you directly; we are not able to commit to specific launch dates.
Apply for Access
Register your interest and we will be in touch.
Security
SMP Portal is being built to hold your data within the European Union, with encryption in transit and at rest and role-based access controls governing who can view your information. SMP Financial Ltd is regulated by the Central Bank of Ireland.