My professional life
Pat Matthews is the Founder and Senior Advisor at Smart Finance.
Before setting up Smart Finance, Pat held a senior advisory role in Canada Life and completed a bachelor’s degree in Business Studies. The knowledge and experience gained were the ideal foundation for providing advice to a wide range of personal and business clients.
As a Qualified Financial Advisor (QFA), Retirement Planning Adviser (RPA) and Certified Financial Planner (CFP®), the wealth of knowledge and experience gained over 25 years has enabled Pat to develop a client tailored approach to Holistic Lifestyle Financial Planning and to significantly enhance the advice, service and solutions offered to clients as they move through the various stages of their lives.
In my role, a drive for continuous improvement, underpinned by professional development and education has also motivated me to achieve a Post Graduate Diploma and Master’s in Financial Planning.
Feedback from our clients shows that they have a better understanding of how their finances work, improved peace of mind and a clearer focus on what they need to do to achieve their goals. As a result, our clients repeatedly engage with us for all their financial planning needs and are comfortable introducing us to their family, friends and work colleagues.
My personal life
When I’m not at work, I spend time with my wife, Sandra and my two sons Eoin and Cillian and when I find the time, I like to play a round or two of Pitch & Putt, scrub up on my Spanish (still early days but getting there) or get stuck into a good book.