Principal@ Smart finance
Ireland
Pat Matthews CFP MSc QFA
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University College Dublin
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FlashIntel GPTPat Matthews CFP MSc QFA is a highly experienced financial planning practitioner with 28.7 years of work experience. Based in Ireland, he specializes in financial advisory, independent financial advice, household budget planning, restructuring, and pensions. Pat is a Certified Financial Planning practitioner and has worked at Smart Finance in India as a Principal and at Canada Life Assurance Co as a Financial Adviser. He is dedicated to providing exceptional independent financial advice and on-going service to clients.
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About
As a (CFP®) Certified Financial Planning practitioner, Smart Finance operates to the highest international standards in financial planning. The CFP® designation is awarded to financial planning professionals with significant industry experience who undertake and complete a rigorous education program. This is combined with the commitment to career long education and up skilling which ensures that Smart Finance is best placed to assist clients to develop and implement an Individual Financial Plan so that they achieve their life long goals and objectives. Pat Matthews CFP® MSc QFA RPA BBS has worked as a financial planning professional since 1995 and strives at all times to provide clients with superior independent financial advice and on going service.
...See MoreWork Experience
Principal
Financial Services
Pat Matthews CFP MSc QFA's Professional Milestones
- Principal (2003-07-01~): Developed and implemented innovative strategies to drive business growth and increase market share.
- Financial Adviser (1995-01-01~2003-01-01): Provided expert financial guidance, ensuring optimal profitability and maximizing profitability for clients.
Education
Masters,
Specialist Financial Planning,
Specialist Pension & Retirement Planning
2011-2011Skill
Financial Advisory
Independent Financial Advice
Household Budget Planning
Restructuring
Pensions
Retirement Planning Specialist
Independent Review Service
Retirement Planning
Home And Commercial Mortgage Arrears Advice
Tax
Financial Life Planning
Finance
Income Protection
Financial Services
Wealth Management
Life Insurance
Personal And Business Financial Planning
Savings
Strategic Financial Planning
Deposit Advice
Investment
Protection
Salary Protection
Inheritance Tax Planning
Retirement
Certification
Colleagues
Other Named Pat Matthews CFP MSc QFA
Frequently asked questions
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Pat Matthews CFP MSc QFA's social media include: Linkedin,
Pat Matthews CFP MSc QFA works for Smart finance
Pat Matthews CFP MSc QFA's role in Smart finance is Principal
Pat Matthews CFP MSc QFA works in the industry of Financial Services
Pat Matthews CFP MSc QFA's colleagues are Soumya Ranjan,Dumisani Dlamini,Stuart Kramer
Pat Matthews CFP MSc QFA's latest job experience is Principal at Smart finance
Pat Matthews CFP MSc QFA's latest education in University College Dublin
