We offer professional and impartial financial advice to clients looking for SMART financial solutions across Life Insurance, Pensions, and Investments. We specialize in developing holistic financial plans for business owners, the self-employed, and company directors that guide them and their families through their various stages of life.
Our mission is to provide our clients with enhanced value through smart financial solutions that will place them in a better financial position through every interaction.
Our focus is to engage with our clients on both a personal and professional level; to listen, ask questions and really understand what an individual or company wants to achieve. Sometimes this can be something quite simple, other times a more holistic, long-term financial strategy is required to achieve their need or objective.
As the Director and founding member of Smart Financial, Mark’s focus is to develop and maintain long-term relationships with clients seeking professional and honest financial advice. He is also responsible for ensuring all aspects of the business is run efficiently as well as ethically and believes that open communication and shared ideas allows for enhanced performance in the workplace.
Mark found his passion starting off his career in the Life Insurance industry in 2005. From there he has gained a wealth of knowledge in the areas of Pensions, Investments and the Protection business. After becoming a Qualified Financial Advisor (QFA), he took the bold step of setting up his own brokerage “Smart Financial” in 2015 where he was shortlisted for the coveted ‘Best new Brokerage’ accolade imparted by the Professional Irish Brokers Association (now Brokers Ireland LPI awards).
His aim is to work in clients’ best interests, to identify their expressed financial needs and concerns with the objective of finding suitable and tailored financial planning solutions and meeting their desired financial goals. To achieve this, he meets with clients on a regular basis to discuss their financial situation and make sure they are on track to achieve their financial objectives.
As a senior Financial Advisor at Smart Financial, Sean is entrusted with assisting clients by providing professional advice, taking into account their current financial needs and circumstances, and developing astute financial plans with product solutions in line with their financial objectives and priorities.
Originally from the island of Achill, Sean moved to Dublin in 2011 to begin his career working in financial services where he developed a wealth of knowledge and experience in the industry, and has continued his journey, joining Smart Financial in 2018, as a valuable member of our team.
Due to his passion for helping people, he always aims to find the most effective way to maximise the value he can add to every client interaction, helping to achieve his clients’ financial objective in the shortest possible time.
Sean is an expert at conducting full financial reviews and strongly believes that this serves as a solid base-point for achieving any long-lasting financial goals.
Having over 20 years of experience in the financial services industry, Jacqui started her career working at Irish Life as a Financial Advisor which makes her incredibly knowledgeable in the areas of Pensions, Protection, Investment business.
She holds a Personal Financial Planning (PFP) degree from the National College of Ireland, and is also a Qualified Financial Advisor (QFA), obtaining her designation from the LIA.
Recently joining Smart Financial in 2021, Jacqui’s focus is to assist clients by providing suitable financial advice with product solutions in line with their financial priorities. From start to finish she constantly aims to place her clients in a better financial position through every interaction while offering transparent and jargon-free advice.
Graduating with his Masters (Msc) in Law & Finance from Trinity College Dublin, Nand began his professional career working 3 years in the banking environment, where he acquired an extensive knowledge and experience in financial products.
After deciding to explore the Insurance sector, Nand was given the opportunity to join Smart Financial, furthering his career in financial services. Currently holding the APA in regulation and pensions, Nand is on track to completing his full QFA (Qualified Financial Advisor) certification.
As the Administrator, his focus is to ensure that all areas of the financial planning process are managed efficiently and with due diligence. He works closely with the Financial Advisors to ensure full compliance of the operation.
Personally, he has a keen and genuine interest in engaging with people, and makes it his priority to ensure that every action taken is served in the best interests of clients.
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