Your financial world, structured
SMP Portal gives you secure online access to your pensions, investments, protection policies and fund holdings — one considered place to see where you stand.
What Portal Offers
Your policies and values, in one place
A consolidated view of your pensions, investments and protection policies, with valuations drawn together so your financial position is clear at a glance.
Secure document access
Statements, reports and planning documents held in one secure location — available to you when you need them, without email attachments or paper trails.
Planning tools and calculators
Straightforward tools to model retirement scenarios, contributions and long-term outcomes, designed to support conversations with your adviser rather than replace them.
A direct line to your adviser
A considered channel to your SMP adviser for questions and updates, keeping your planning moving between formal reviews.
Access
Access for clients and prospective clients
SMP clients have Portal access as part of their relationship with the firm. If you are a client and have not yet received your login details, contact your adviser or email info@smpfinancial.com.
If you are not yet an SMP client and would value a clearer view of your financial future, you are welcome to enquire. We will be in touch to understand what you are looking for and how we can help — there is no obligation, and enquiring does not require an existing relationship with the firm.
Portal access for new clients follows an initial conversation with an SMP adviser. We will contact you directly.
Enquire About Access
Not yet an SMP client? Leave your details and we will be in touch.
Already a client? Log in to Portal
Security
SMP Portal holds your data within the European Union, with encryption in transit and at rest and role-based access controls governing who can view your information. SMP Financial Ltd is regulated by the Central Bank of Ireland.