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About Us 2018-04-06T10:59:56+00:00

Our practical approach provides added reassurance and confidence.

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Financial Planning

We continuously refine our client-centred approach to ensure that the clients we work with identify and achieve the goals that are important and unique to them. While the goals are financial in nature, our clients have provided us with some feedback on what other benefits an effective financial plan has given them:

  • Improved peace of mind.
  • Reduced levels of worry as goals are achieved.
  • Clear view of the bigger picture and a pathway to goals they felt were previously unattainable.
  • Improved sense of wellbeing in their work and personal lives.

Smart Finance Services

We are an independently owned and run financial planning firm based in Drogheda. Combining advanced financial planning tools with our experience and knowledge of protection, retirement planning, investments, estate planning and day-to-day finances and budgeting, we work with clients to help them identify their goals and deliver a financial plan that is tailored to their needs.

Pat Matthews

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.

Pat Matthews
Pat MatthewsPrincipal
Pat has over 20 years experience as a financial planning professional.

Financial Planning Qualifications

  • Certified Financial Planner™ CFP® – Financial Planning Standards Board

  • Masters in Financial Planning – University College Dublin

  • Graduate Diploma in Financial Planning – University College Dublin

  • Qualified Financial Advisor QFA – LIA

  • Professional Diploma in Retirement Planning Adviser RPA – LIA

Business Qualifications

  • Bachelor of Business Studies BBS (Hons)

Our Values

The core value of our firm is to act in our clients’ best interests. We look to build long term relationships and to act with honesty and integrity at all times.

Mission Statement

Our mission is to work with our clients to identify and achieve their lifetime goals through effective management of their finances.