GET IN TOUCH
Smart Finance
Bawntaaffe,
Monasterboice,
Drogheda,
Co. Louth.
Tel: +353 41 98 42791
Mob: +353 87 8144104
Email: info@smartfinance.ie
About Us
A Proud Irish-owned Family Business
Based in Drogheda, Co. Louth, we have earned a reputation across the Northeast of Ireland. We pride ourselves on our core values of Focused, Engaging, Professional, and Clarity as they guide us to help you make better lifestyle and financial planning decisions. As a Certified Financial Planning firm, we are passionate about helping you achieve your financial goals. Our team has many years of experience and as proud members of LIA, FPI and FPSB we bring a wealth of knowledge and advice to every client interaction that you can trust is grounded in the highest standards within the financial planning profession. But what really helps to set us apart is our deep commitment to the community we serve. We are not just advisors; we are neighbours, friends, and active members of the local community. We understand the unique challenges and opportunities that come with managing finances in today's world, and we are here to guide you every step of the way and at your pace. Our values of Professional, Engaging, Clarity and Focused are at the heart of everything we do and drives the conversations, financial planning advice and recommendations we will provide for you. This methodical approach to financial planning, ensures that every decision you make is informed and focused on achieving your key goals. We are also personable and approachable as we believe that holistic lifestyle planning advice should be accessible to everyone, no matter the stage they are at in their financial journey. At Smart Finance, we are more than just a financial planning firm—we are part of the fabric of the community who is here to help you, your family, and your business thrive, now and in the years to come.
Based in Drogheda, Co. Louth, we have earned a reputation across the Northeast of Ireland. We pride ourselves on our core values of Focused, Engaging, Professional, and Clarity as they guide us to help you make better lifestyle and financial planning decisions.
Meet Pat Matthews
Pat Matthews founded Smart Finance with a clear vision: to offer personalised, holistic lifestyle planning that genuinely supports clients at every life stage. Before establishing Smart Finance, Pat built his expertise as a senior advisor at Canada Life and earned a bachelor’s degree in Business Studies, setting a solid foundation for advising both personal and business clients.
With over 25 years of experience, Pat is a Qualified Financial Advisor (QFA), Retirement Planning Adviser (RPA), and Certified Financial Planner (CFP®). His extensive knowledge has shaped a unique approach to holistic lifestyle planning, where each client receives advice and strategies tailored to their goals, lifestyle, and future needs.
Pat’s commitment to continuous improvement led him to pursue advanced studies, including a Postgraduate Diploma and a Master’s in Financial Planning. This dedication to professional development means that clients benefit from the most up-to-date advice and innovative solutions, helping them to understand their finances more clearly, achieve greater peace of mind, and feel in control of their financial journey.
Clients often express a renewed focus and confidence in reaching their goals with Pat’s guidance. Many return to Smart Finance for ongoing support and refer their family, friends, and colleagues, knowing they are in capable and caring hands.
Pat Matthews founded Smart Finance with a clear vision: to offer personalised, holistic lifestyle planning that genuinely supports clients at every life stage. Before establishing Smart Finance, Pat built his expertise as a senior advisor at Canada Life and earned a bachelor’s degree in Business Studies, setting a solid foundation for advising both personal and business clients. With over 25 years of experience, Pat is a Qualified Financial Advisor (QFA), Retirement Planning Adviser (RPA), and Certified Financial Planner (CFP®). His extensive knowledge has shaped a unique approach to holistic lifestyle planning, where each client receives advice and strategies tailored to their goals, lifestyle, and future needs. Pat’s commitment to continuous improvement led him to pursue advanced studies, including a Postgraduate Diploma and a Master’s in Financial Planning. This dedication to professional development means that clients benefit from the most up-to-date advice and innovative solutions, helping them to understand their finances more clearly, achieve greater peace of mind, and feel in control of their financial journey. Clients often express a renewed focus and confidence in reaching their goals with Pat’s guidance. Many return to Smart Finance for ongoing support and refer their family, friends, and colleagues, knowing they are in capable and caring hands.
Advising our community since 1995
Our mission is to provide professional, engaging, clear and focused holistic lifestyle planning advice that helps you feel secure and allows you to take control of your future.
As a Certified Financial Planning firm, we are passionate about helping you achieve your financial goals. Our team has many years of experience and as proud members of LIA, FPI and FPSB we bring a wealth of knowledge and advice to every client interaction that you can trust is grounded in the highest standards within the financial planning profession.
But what really helps to set us apart is our deep commitment to the community we serve. We are not just advisors; we are neighbours, friends, and active members of the local community. We understand the unique challenges and opportunities that come with managing finances in today's world, and we are here to guide you every step of the way and at your pace.
Our values of Professional, Engaging, Clarity and Focused are at the heart of everything we do and drives the conversations, financial planning advice and recommendations we will provide for you. This methodical approach to financial planning, ensures that every decision you make is informed and focused on achieving your key goals. We are also personable and approachable as we believe that holistic lifestyle planning advice should be accessible to everyone, no matter the stage they are at in their financial journey.
At Smart Finance, we are more than just a financial planning firm—we are part of the fabric of the community who is here to help you, your family, and your business thrive, now and in the years to come.
GET IN TOUCH
Smart Finance
Bawntaaffe,
Monasterboice,
Drogheda,
Co. Louth
A92 E2V3
Tel: +353 41 984 2791
Mob: +353 87 814 4104
OPENING HOURS
Mon - Fri: 9am - 5:30pm
Saturday: Closed
Sunday: Closed
Meet Eoin Matthews
Eoin Matthews has been a valued member of the Smart Finance team for over four years, and is currently studying to become a Qualified Financial Adviser (QFA). In his role, Eoin works closely with the Certified Financial Planner to create holistic lifestyle financial planning strategies and tailor product solutions for clients, continually elevating the level of advice, service, and solutions Smart Finance offers.
Beyond his advisory work, Eoin plays an integral part in the firm’s communications and operations. He generates and uploads weekly blogs to the Smart Finance website, creates and distributes monthly newsletters to clients, and oversees the day-to-day office management to ensure smooth operations. His dedication to professional growth, coupled with his passion for client service and operational efficiency, makes Eoin an essential part of the Smart Finance team.
Eoin Matthews has been a valued member of the Smart Finance team for over four years, and is currently studying to become a Qualified Financial Adviser (QFA). In his role, Eoin works closely with the Certified Financial Planner to create holistic lifestyle financial planning strategies and tailor product solutions for clients, continually elevating the level of advice, service, and solutions Smart Finance offers. Beyond his advisory work, Eoin plays an integral part in the firm’s communications and operations. He generates and uploads weekly blogs to the Smart Finance website, creates and distributes monthly newsletters to clients, and oversees the day-to-day office management to ensure smooth operations. His dedication to professional growth, coupled with his passion for client service and operational efficiency, makes Eoin an essential part of the Smart Finance team.