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Consultancy

Smart Finance also offers a consultancy service, which is fee based. This has proven to be very attractive for both existing and new clients, whereby they wish to receive independent advice on financial products, that they already have in place, or are considering entering into.

This service is provided on a one to one basis, and in a completely unbiased manner. This will ensure that all information gathered on your behalf is conveyed to you in a clear, concise and straight-forward manner. 

As this process will involve research work, and contacting companies on your behalf, the fee charged, will reflect the time and costs involved. The fee, once agreed, will be documented in the Fee Agreement, which will then be signed by Pat Matthews, on behalf of Smart Finance, and by the client.

 

PDF

Click here for Fee Agreement >>


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Tel: +353 87 8144 104 or +353 41 9846799

Fax: +353 41 9846799

Email: info@smartfinance.ie

Patrick Matthews trading as Smart Finance is regulated by the Central Bank.