We contacted Pat Matthews of Smart Finance in September 2018 with a view to getting advice and assistance on financial planning. Pat’s membership of the Society of Financial Planners Ireland was one of the reasons we approached him initially and his professionalism and thoroughness convinced us that we had made the correct decision.
Pat took the time to gain a full understanding of our family’s financial position and objectives and, on foot of that, presented us with a detailed report including recommendations. As part of the implementation of those recommendations he has arranged a PRSA taking account of the specific requirements and objectives.
We have found Pat to be a most helpful, approachable, knowledgeable, and practical advisor.
We would have no hesitation in recommending Smart Finance to those looking for financial planning advice and assistance.