Smyth S R

For over 27 years, SR Smyth has been providing tailored financial advice to individuals and businesses across Northern Ireland and beyond. We are an independent financial advisory firm dedicated to understanding your individual needs and crafting a comprehensive financial plan that aligns with your goals and aspirations.

Our Expertise

We offer a comprehensive range of services designed to address your financial needs across various aspects of your life.

Pensions

• Comprehensive pension reviewing and consolidation
• Pension planning and maximisation strategies
• Advice on state pension and other government schemes

Wealth Management

• Investment planning and portfolio construction
• Inheritance and estate planning
• Tax efficient wealth growth strategies

Protection Advice

• Life insurance review and selection
• Critical illness and income protection
• Business continuity planning

Our Team

At SR Smyth, we are proud to have a team of highly skilled and experienced professionals who are committed to providing personalized and attentive guidance. Led by Principal and Financial Adviser Sammy Smyth, our team includes qualified financial services administrators who are dedicated to ensuring a smooth and seamless client experience.

Our Approach

We believe in a holistic approach to financial planning, considering your financial goals, personal circumstances, and unique aspirations. We work with you to:

• Define your financial goals and objectives
• Assess your current financial situation
• Develop a tailored financial plan
• Implement strategies and monitor progress
• Review and update the plan regularly to ensure it remains relevant and effective.

Get in touch today to schedule a consultation and explore how SR Smyth can help you secure your financial future.