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Smart Financial

We enrich the lives of our clients

Securing your
financial future
with peace of mind.

We offer individuals and companies a full financial review to make sure that you have the right products for securing and protecting your financial future.

Our Partners

  • Aviva
  • BCP
  • Bespoke
  • BlackBee
  • Blue Insurance
  • Cantor Fitzgerald
  • Friends First
  • Irish Life
  • ITC
  • New Ireland
  • Pulse
  • Royal London
  • Standard Life
  • Wealth Options
  • Zurich
We make it easy for you

We make it easy for you

We make it simple for you to invest and plan financially for the life you want. Let us earn your trust.

Why choose us?

We're here to help

  • Non Biased Advice

    We give unbiased advice because and we have no allegiances with one specific provider.

  • Relationship Partnering

    Earning and maintaining your trust is fundamental to our business. Our focus is on building life-long relationships with our clients.

  • Expert Advice

    With years of experience and training we can provide professional advice to you on your insurance and investments.

  • Responsibility

    We take away the burden and stress of searching the market.

  • Competitive Price

    We deal with a range of insurance companies directly, and can make sure your getting the most competitive product for your needs.

Recent News

We're here to help

View all

  • Irish Life’s weekly investment bulletin: Week 38

  • Irish Life’s weekly investment bulletin: Week 37

  • Markets fall as US inflation exceeds expectations – Zurich Life Weekly Investment News

  • Irish Life’s weekly investment bulletin: Week 36

  • Stocks rebound for first positive week in four – Zurich Life Weekly Investment News

  • Irish Life’s weekly investment bulletin: Week 35

  • Equities fall once more as rate expectations remain elevated – Zurich Life Weekly Investment News

  • Powel puts markets in a hole at Symposium – Zurich Life Weekly Investment News

  • Irish Life’s weekly investment bulletin: Week 34

  • Irish Life weekly investment bulletin: week 33

Got any questions?

Get in touch today

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