SMP Financial
Helping you plan
for your future
We believe that planning today produces better outcomes tomorrow. Independent financial advice for individuals, families and businesses across Ireland.
What We Do
Bespoke advice for every client
Financial Planning
Each client is unique and hence each recommendation delivered by an SMP advisor is unique. Our planning starts with a blank page, allowing total flexibility in building recommendations that work for you.
Pensions
Advised individuals implement efficient structures. Optimal structuring leverages available tax efficiencies, controls cost and risk, coupled with access to Ireland's best pension investment managers.
Investment
By helping you form a cohesive picture of your affairs, build strategy, take best advantage of tax-efficient structuring and invest appropriately, we assist you in achieving better long term outcomes.
Estate Planning
We have established relationships with specialist advisers including investment managers, tax consultants, trustees and solicitors, allowing us to provide a broad and sophisticated estate planning service.
About
Our Clients
Our clients are business people, professionals, families and retirees who require expert guidance in planning for the future. We have deep technical competence in financial planning, pensions, investment, cash flow modelling and taxation.
We have established relationships with varying specialist advisers, including investment managers, tax consultants, trustees, solicitors and an array of financial product providers allowing us to provide a broad and sophisticated financial planning service.
At SMP we take pride in providing unrivalled advisor access and developing long term relationships. Our team are all here for the long term and our business is built on long term client relationships.
Our Approach
Our goal is to protect what you care about most
Engagement
We begin by understanding your goals, circumstances and what matters most to you.
Discovery
A thorough review of your current financial position, assets, liabilities and objectives.
Recommendation
A bespoke financial plan tailored specifically to your needs and long-term goals.
Delivery
Ongoing review and refinement as your circumstances, markets and legislation evolve.
Testimonials
What our clients are saying
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In my experience, Donal Milmo-Penny is an Advisor of the highest professionalism. I found him to be open, honest, prompt, knowledgeable and a pleasure to deal with at all times.
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Donal has provided business and financial consultancy on a multitude of topics to me and my company over many years. I have always found him to be incredibly proactive and always willing to think outside of the box to get results.
“
Garfield has provided me with astute financial advice and excellent personal service. I am delighted to recommend him as a Financial Advisor.
SMP News
The latest from SMP News
Primary-source monitoring and AI-assisted synthesis, reviewed and approved by our editorial team before publication.
All NewsSMP News is launching soon
Our dedicated news service is in development. Primary-source monitoring, AI-assisted synthesis and human editorial review are being brought together in one place.
Markets and pensions coverage, curated for Irish savers
Concise briefings on the developments that matter for financial planning in Ireland — checked and approved before publication.
How we source and verify what we publish
A look at the editorial standards behind SMP News — from primary sources through synthesis to a final human sign-off.
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