Beverly Morgan's Colleagues at Smart Financial
Beverly Morgan's Contact Details
N/A
Smart Financial
Beverly Morgan's Company Details
Smart Financial is a Financial Planning brokerage based in Walkinstown, Dublin, which provides professional advice across Life Insurance, Pensions, Income & Mortgage Protection.We offer individuals and companies a full financial review accompanied with impartial and Smart advice to make sure that you have the most suitable and tax-efficient products for securing and protecting your financial future.Our aim is to ensure that our clients are adequately protected against life's unexpected financial risks in the short term; whilst achieving considerable wealth creation and conservation over their various life stages.Through the financial review process, we take into account and assess our clients' financial situation, and the measure of risk the client is prepared to accept to achieve his/her financial needs and objectives. We then identify appropriate and tax effective investment solutions via our extensive range of financial planning services. Through tailored and Smart advice we add meaningful value to client portfolios and finances resulting in the building and maintenance of life long relationships. Our service offerings include:- Pensions & Retirement- Mortgage protection- Investments- Income Protection- Life Cover- Serious Illness Cover- Business AssuranceContact us for Smart Financial Advice...Phone: +353 (0)1 253 3242Email: info@smartfinancial.ieWebsite: www.smartfinancial.ie