Pat has over 20 years’ experience as a financial planning professional. Before setting up Smart Finance Pat held a senior advisory role in Canada Life where he worked with a wide range of personal and business clients.
When setting up Smart Finance, Pat wanted to develop a holistic financial planning approach that encompassed all aspects of a client’s life. This aim has led to the development of a tailored approach to financial planning and a clear focus to work with clients to create plans that can be reviewed and updated as they move through various stages of their lives.
Pat has a keen interest in current affairs and enjoys a number of pastimes including golf, cycling and walking, as well as dining out, going to the cinema and spending time with his family.
Smart Finance prides itself on driving awareness of the financial planning profession and providing clients with expert financial planning advice and solutions.
As he strives to continue to provide a superior level of service, Pat believes education coupled with continuous professional development is crucial. He is a board member of the Society of Financial Planners in Ireland (SFPI) and has attained a number of professional and business qualifications including the internationally recognised CFP® accreditation (Certified Financial Planner) and a Masters in Financial Planning.