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Focussed and clear solutions for growth and protection.

Smart Finance CFP Member
Smart Finance FPSB Member
Smart Finance LIA Member
Smart Finance FPI Member

What would you like to do?

Holistic Lifestyle Planning

I want help planning my finances for my dreams, goals, and life priorities. As a Holistic Lifestyle Planning firm we will guide you in the best direction to achieve this.

Smart Individual & Family Solutions

I want help with life assurance, serious illness and income protection, investments, pensions and budgeting. Clear, personalised advice for financial products every step of the way. 

Smart Business Solutions

I want expert guidance for my business and my employees. We advise and help you invest wisely, manage your pensions and make informed decisions for the long-term success.

I was first introduced to Pat over 12 years ago, when he navigated me through a work-based pension scheme. I was so impressed and happy with his advice and care, that I also asked Pat to arrange my mortgage insurance. Having left work recently and as I had turned 50, I had to unfortunately evaluate the option of encashing my pension. This was an extremely stressful and confusing time for me but it was made all the easier by Pat.

 

Pat is not all about the money but about the person and he took great time and patience with me until he found what was best for me. I will always be truly grateful for his care attention to detail, and I look forward to continuing working with Pat for future financial advice and care.

Cathy McMahon, Monaghan