Smart Investing Ireland team at Dublin office

About Smart Investing Ireland

Guiding investors through Ireland's unique financial landscape since 2011

Our Story

Smart Investing Ireland was founded in 2011 by Michael O'Sullivan and Siobhan Murphy, two experienced financial professionals who saw a critical gap in the Irish investment landscape. In the aftermath of the 2008 financial crisis, they recognized that many Irish investors lacked access to clear, unbiased guidance tailored to Ireland's unique economic environment.

Starting with just a small office in Dublin's Grand Canal Dock and a handful of dedicated clients, Michael and Siobhan built a reputation for providing straightforward, practical investment advice that considered Ireland's specific tax structures, property market dynamics, and economic outlook. Their no-nonsense approach resonated with clients who were wary of traditional financial institutions after the banking crisis.

As Ireland's economy recovered and began to thrive again, Smart Investing Ireland grew steadily, expanding its team to include specialists in various investment sectors. In 2015, we launched our educational workshops program, which quickly became popular among both novice and experienced investors seeking to better understand Ireland's evolving financial landscape.

Today, Smart Investing Ireland has grown to become one of Ireland's most trusted independent investment advisory firms, with offices in Dublin, Cork, and Galway. We serve thousands of clients across the country, from first-time investors to high-net-worth individuals and institutional clients, all while maintaining our founding commitment to clarity, independence, and client education.

Our Mission & Values

Mission

To empower Irish investors with the knowledge, tools, and guidance they need to make confident financial decisions in an increasingly complex investment landscape.

Values

Independence

We maintain complete independence from financial product providers, ensuring our advice is always aligned with our clients' best interests, not commission structures or sales targets.

Education

We believe that informed investors make better decisions. Our commitment to educational resources, workshops, and personalized guidance reflects our belief that financial literacy is the foundation of successful investing.

Transparency

We communicate clearly about investment risks, costs, and potential returns. Our fee structure is straightforward, and we always explain the reasoning behind our recommendations.

Local Expertise

Ireland's investment landscape has unique characteristics. Our deep understanding of local markets, tax structures, and economic trends allows us to provide guidance that's specifically relevant to Irish investors.

Our Leadership Team

Meet the experienced professionals guiding our company and helping our clients achieve their financial goals.

Michael O'Sullivan

Michael O'Sullivan

Founder & CEO

With over 25 years of experience in Irish financial markets, Michael leads our strategic direction and investment philosophy. His background includes senior roles at Bank of Ireland and Irish Life Investment Managers before founding Smart Investing Ireland in 2011. Michael holds an MBA from UCD Smurfit Business School and is a Certified Financial Planner.

Siobhan Murphy

Siobhan Murphy

Co-Founder & Investment Director

Siobhan oversees our investment research and strategy development. Her specialized knowledge of Irish property markets and alternative investments has been instrumental in helping our clients navigate Ireland's unique investment landscape. Previously, she worked at KPMG's financial advisory division and holds a Master's in Finance from Trinity College Dublin.

Patrick Doyle

Patrick Doyle

Head of Tax Strategy

Patrick brings over 15 years of experience in Irish tax planning and optimization strategies for investors. His expertise helps clients structure their investments for maximum tax efficiency within Irish regulations. A qualified chartered accountant, Patrick previously worked at PwC and the Revenue Commissioners, giving him unique insights into both sides of tax compliance.

Aoife Brennan

Aoife Brennan

Director of Education

Aoife leads our educational programs, workshops, and client resources. Her background in financial education and behavioral economics helps her create engaging learning experiences that demystify complex investment concepts. Before joining us, she developed financial literacy programs at the Competition and Consumer Protection Commission and holds a PhD in Economic Psychology from NUI Galway.

Our Achievements

Over the years, we've reached significant milestones that reflect our commitment to excellence in investment guidance.

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Best Independent Investment Advisory Firm

Awarded by Irish Financial Services Excellence Awards for three consecutive years (2019-2021)

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Client Growth

From our initial 50 clients in 2011 to over 5,000 active clients today across all Irish counties and among Irish expatriates worldwide

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Investment Performance

Our balanced portfolio strategies have consistently outperformed market benchmarks by an average of 2.7% annually since inception

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Educational Impact

Over 15,000 Irish investors have attended our workshops and webinars, with 96% rating them as "highly valuable" or "transformative"

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National Expansion

Grown from a single Dublin office to locations in Dublin, Cork, and Galway, with a team of 35 investment professionals

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Research Recognition

Our quarterly Irish Investment Outlook reports are cited by major financial publications and used by institutional investors

What Our Clients Say

Hear from some of the investors who have transformed their financial future with our guidance.

Smart Investing Ireland completely transformed my approach to building wealth. Their property investment workshop helped me understand the Irish market dynamics in a way that no other advisor had explained before. Within 18 months, I had acquired two rental properties in Dublin that are now providing steady income and capital appreciation.

Conor Fitzgerald

Conor Fitzgerald

Property Investor, Cork

After inheriting a sum from my late parents, I was overwhelmed by the responsibility of managing it properly. The team at Smart Investing Ireland took the time to understand my goals and risk tolerance, then created a diversified portfolio that has consistently outperformed my expectations. Their tax optimization strategies alone have saved me thousands of euros.

Eleanor Byrne

Eleanor Byrne

Retired Educator, Galway

As a tech entrepreneur, I needed an investment strategy that complemented my high-risk business ventures with more stable assets. Smart Investing Ireland developed a portfolio that balances growth potential with capital preservation in a way that perfectly matches my overall financial goals. Their understanding of both traditional investments and alternative assets is impressive.

Ravi Patel

Ravi Patel

CEO, TechWorks Dublin

Ready to Transform Your Investment Approach?

Whether you're just starting your investment journey or looking to optimize an existing portfolio, our team is ready to provide the guidance you need.

Contact Us Today