Pat helps clients work out what life for them is all about after which Smart Finance engages with its partners to set about making it happen. Pat is among the most highly qualified Financial Planners in Ireland as he is a Qualified Financial Adviser (QFA) and Certified Financial Planner (CFPÂ®) as well as holding a Masters in Financial Planning (MSc Fin).
Pat is also a member of the Society of Financial Planners in Ireland (SFPI). The SFPI only extend membership to those who are Certified Financial Planners (CFPÂ®), take a ‘client centered approach‘ when dealing with clients, and at all times hold client interests as their highest priority.
Pat has worked in financial services since 1995, advising an array of clients and their families. He has specialist experience in matrimonial litigation, development of business exit strategies, and intergenerational wealth transfer. Prior to forming Smart Finance Pat worked as a Senior Financial Adviser in Canada Life.
Outside work Pat has a keen interest in current affairs, enjoys a number of past times and sports including golf, cycling, and walking as well as enjoying dining out, going to the cinema, and music.