Securing your financial future with peace of mind. We are a brokerage for life, income protection and pensions.
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.
Mark is a Qualified Financial Advisor (QFA) and Principal of Smart Financial.
Mark started his career in Life Insurance in 2005 before progressing to several notable investment firms and brokerages where he gained a wealth of knowledge in the areas of pensions, investments and protection business.
Mark took the bold step of setting up his own brokerage “Smart Financial” in 2015 and in his first year trading he was shortlisted for the coveted ‘Best new Brokerage’ accolade imparted by the Professional Irish Brokers Association (now Brokers Ireland LPI awards).
Mark is known for his direct approach to financial planning and dislike of financial jargon.
Contact Mark today to discuss your financial needs and goals.
David is a Qualified Financial Advisor (QFA) and joined Smart Financial in 2016.
David studied in UCD and graduated with a degree in International Commerce before beginning his career in Bank of New York’s funds department.
David is tri-lingual (English, Spanish, French) and enjoys helping clients from multi-cultural backgrounds. He himself has experience living and working abroad, having lived in Mexico for several years.
David has a holistic approach to financial planning and has acquired a wealth of experience advising both individuals and companies on their Pension, Savings/Investments and Protection needs.
Contact David today to discuss your financial needs and goals.
Phone: (01) 56 706 84
Seán is a Qualified Financial Adviser (QFA )and joined Smart Financial as a self-employed agent in 2018.
Seán began working in financial services in 2011 and has exceled in his role as broker thanks to his industry knowledge and ‘can do’ attitude.
Originally from the Island of Achill, Seán now services both personal clients and companies across Ireland in the areas of Protection, Savings and Investments and Pensions.
Contact Seán today for a full financial review and see how he can help you meet your financial priorities.
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