Wealth Management

This can be simply defined as, working with clients to advise and implement plans that will progressively increase their wealth, in a balanced, tax efficient and risk-managed manner.

Smart Finance can advise on the selection of a diversified base of quality investments, available from a wide range of professional investment firms. The initial investment mix can be monitored and adjusted over time to suit emerging investment market conditions, as well as any change in the client’s circumstances or life style choices. 

Smart Finance draws on it’s own in-house experience and skills, and external team of tax advisers, accountants, and solicitors, to offer market leading wealth management solutions.

Our service can be customised to our client’s requirements, and can include:

• Comprehensive Review of client affairs.

• Portfolio Building.

• Portfolio Management.

• Borrowings & Loans.

• Structuring Tax Shelters.

• Business Exit strategies.

• Protection - Personal & Business.

• Estate Planning.

• Approved Retirement Funds (ARF).

• Self Administered Pensions.

• Self Invested Pensions.

Thereafter, we will work with you on a regular basis (e.g. annually) to review performance, and adjust the strategy as required to take account of changing circumstances.

Our Wealth Management process provides the framework to deliver a customised solution to clients bringing all aspects of the clients finances together, to create, build, protect, and in due course, to pass on the client’s wealth.

If you wish to discuss your own specific wealth management options, email us at info@smartfinance.ie

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