At Clear Financial we’re here to help you reach your financial goals and achieve real peace of mind for you, your family and your business.
Our service is founded on four key principles:
Care – by providing superior levels of personal attention and advice, we are able to building lifelong relationships with our clients
Choice – as a multi-agency intermediary, we can advise on a broad range of products from the leading companies in the market
Competitiveness – we can source better rates for your protection policies and lower management charges for pensions and investments
Compliance – this is an essential, integrated part of our daily procedures, and provides an additional degree of oversight and therefore further peace of mind
Our commitment to you
As an insurance and investment intermediary, we are free to source the right fit for you from a wide range of products available in the market. And by doing that, we can focus on getting you the best deal.
So how does the process work? There are four simple steps:
Authorise – once we receive authorisation from you, we gather and assess information on your existing policies from the life companies.
Report– we produce a personalised portfolio review based on all of your existing policies. Other brokers charge for this. We don’t.
Review – we meet with you to review your current financial needs, investment objectives and attitude to risk.
Present – we present a set of product options that meet your needs and objectives whether that is reducing the cost of your mortgage protection, protecting your family or business or planning for your retirement.
Contact us today for your personal or corporate review. TEL: +353 (01)-4587576
MB Planning Limited T/A Clear Financial is regulated by the Central Bank of Ireland. MB Planning Ltd.
Registered in Ireland No. 494837.
Registered Address: Rathcoole Premier Office Centre, Main St. Rathcoole Co. Dublin
Directors: Michael Bradley (MD), Ciaran Shanley.
Company Details
- Employees
- 14
- Founded
- -
- Address
- Main Street, Rathcoole,ireland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.clearfinancial.ie
- Keywords
- Financial Services, Protection, Pension, Investments, Savings, managed funds, tracker bonds, alternative investments, stocks and shares, executive pensions, personal pensions, self administered pensions, PRSA, Approved Retirement Funds, ARF, Term Insurance, Serious illness, whole of life insurance, income protection, phi, mortgage protection, life assurance, section 72, section 73, small gift allowance, inheritance tax planning, group pensions, group death in service, keyman insurance, co director insurance, annuities.
- HQ
- Dublin, Dublin
Clear Financial Questions
Clear Financial's website is http://www.clearfinancial.ie
Clear Financial's LinkedIn profile is https://ie.linkedin.com/company/clear-financial
Clear Financial has
14 employees.
View email and phone details for 14
employees at Clear Financial.
Clear Financial's industry is
Financial Services
Clear Financial's top competitors are
Clear,
Advice First Financial Services Ltd,
Clear Legal & Financial Recruitment,
House Of Finance Ireland,
Hegarty Financial Management Ltd.,
Protection & Prosperity Financial Services Limited,
Abakus,
Rockwell,
Solar 21,
John Mansell Recruitment.
Clear Financial's categories are Financial Services
Clear Financial's founding year is 2002
