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Money Smart

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(01) 276 0006verified 11 years in business

13 Rectory Way
Bray A98 K272 Ireland

Sunclosed
Mon9:00 am-6:00 pm
Tue9:00 am-6:00 pm
Wed9:00 am-6:00 pm
Thu9:00 am-6:00 pm
Fri9:00 am-6:00 pm
Satclosed

13 Rectory Way Bray A98 K272 Ireland
(01) 276 0006

086 850 8577

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About Money Smart

Planning your financial future can be confusing. I can help. My independent financial planning and expert investment advice will give you the peace of mind that allows you to get on with the more important task of living the life you want. Following over 25 years’ trading financial products in London and Dublin investment banks, I found my true passion helping others make smarter money decisions. As a Certified Financial Planner™ and active member of the Society of Financial Planners in Ireland, I am dedicated to comprehensive financial planning, unbiased investment advice and simple transparent fees.

Services:
Financial Planning
Wealth Management

Money Smart, financial planner, listed under "Financial Planners" category, is located at 13 Rectory Way Bray WW, A98 K272, Ireland and can be reached by 012760006 phone number. Money Smart has currently no reviews.

Browse all Financial Planners in Bray.

Map To This Location

3,576.14 mi away  8 hours and 13 minutes by plane

Frequently Asked Questions about Money Smart

Money Smart is closed on Sunday and Saturday.
Money Smart is open Mon-Fri 9:00 AM-6:00 PM.
Yes because I strongly believe that no decisions should be taken without an understanding of the bigger picture, I firstly provide all my clients with a comprehensive Financial Plan.
The Financial Plan makes clear and objective recommendations about cash flow and liquidity management, savings and investment strategy, property, mortgages, pensions, appropriateness of insurance, debt management, tax planning and estate planning.
The Financial Plan costs €2,000 and this also covers one year of free follow-on advice.
My wealth management service includes investment research, implementation and monitoring, and also ongoing year-round financial and investment planning and advice on any/all money-related matters.

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