Principal and founding member of Smart Financial
As the Principal 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.