WORKING WITH US
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.
Areas of competence: Inheritance planning Pension planning Investment Private placement – structure consultancy Life insurance
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.
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
THE PROCESS - STEP 1
Preminary discussion and client engagement pack
Preliminaries: This will generally involve either a phone call or initial email exchange.
New Client Engagement Pack: Our new client pack allows us to understand your circumstances and includes the following:
This guide – Which outlines how we work and also how we charge.
Fact find – This seeks information such as your age, income, assets and liabilities. Attitude to risk questionnaire – This allows us access your understanding of, and attitude to, risk.
Terms of business letter – This details the basis on which we provide service.
THE PROCESS - STEP 2
Our initial meeting will allow us to form a deeper understanding of your circumstances and requirements. At these meetings we often find ourselves answering many of the questions our clients have making this one of the most valuable pieces of the process. Your discovery meeting will take between 30 minutes and 2 hours.
THE PROCESS - STEP 3
Following the discovery meeting we will collate your information, conduct research and analysis and prepare your recommendation. Recommendations are discussed and explained at this meeting and amendments made as appropria
THE PROCESS - STEP 4
Action plan & implementation
In executing recommendations, implementation work is generally required. We will prepare necessary documents and action points keeping you appraised as things progress
We will review your plan on an annual basis to ensure it remains current and up to date. Your review meeting will generally take between 45mins and 1 ½ hours.