Smyth S R

Driven by a dedication to financial security and peace of mind, SR Smyth provides comprehensive wealth management and protection advice to individuals and families across Northern Ireland and beyond. Established over 27 years, we've helped countless clients achieve their financial goals and navigate complex financial situations.

Our Approach to Financial Planning

Our philosophy revolves around three fundamental principles:

• Sustainability: We help you establish a savings and investment plan that guarantees a comfortable retirement.
• Protection: We guide you in building adequate safeguards against unforeseen events like illness, disability, or premature death.
• Balance: We ensure you maintain a healthy balance between securing your future and enjoying life in the present.

Our Services

Our team of experienced professionals offers a comprehensive range of services, including:

• Pensions: Comprehensive pension planning, including scheme reviews, contribution strategies, and retirement projections.
• Wealth Management: Tailored investment planning to secure and grow your wealth, considering your individual goals and risk tolerance.
• Protection Advice: Life insurance, critical illness cover, and long-term care planning to safeguard your financial security.

Our Team

Led by Principal and Financial Advisor Sammy Smyth, our team comprises highly qualified and dedicated individuals who are passionate about empowering clients to take control of their financial destinies. We are committed to providing personalized, clear, and concise guidance to ensure you make informed financial decisions.

Our Values

Integrity, transparency, and client-centeredness are at the heart of our approach. We are committed to:

• Providing unbiased and independent advice.
• Maintaining open and honest communication.
• Tailoring our strategies to your unique needs and goals.