Keith Matthews
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Keith Matthews Email & Phone Number

Managing Director @ Clan Wealth Management | Financial Planning Expert & CFP® Professional at Clan Wealth Management
Location: Ireland 8 work roles 6 schools
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Current company
Role
Managing Director @ Clan Wealth Management | Financial Planning Expert & CFP® Professional
Location
Ireland

Who is Keith Matthews? Overview

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Keith Matthews is listed as Managing Director @ Clan Wealth Management | Financial Planning Expert & CFP® Professional at Clan Wealth Management, based in Ireland. AeroLeads shows a matched LinkedIn profile for Keith Matthews.

Keith Matthews previously worked as Managing Director at Clan Wealth Management and Senior Financial Planner & Advisor at Clearview Investments & Pensions Ltd.. Keith Matthews holds Certified Financial Planner™ Professional from Financial Planning Standards Board Ireland.

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Clan Wealth Management

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Profile bio

About Keith Matthews

I specialise in financial planning and wealth management services including retirement, investment, business and estate planning. I am very passionate about financial planning and providing expert advice to our client’s at Clan Wealth Management. I pride myself on authentic client relationships and service, ensuring every client makes informed decisions improving their financial outcomes.As a wealth advisor and financial planner with more than 10 years of experience, I have helped numerous clients navigate a wide range of financial issues and concepts, always taking into account their individual circumstances.I hold the prestigious CFP® designation, having completed the internationally recognised CERTIFIED FINANCIAL PLANNER™ (CFP®) programme at University College Dublin. I am also a Qualified Financial Advisor (QFA), hold a Bachelor of Engineering Degree in Computers and a Master’s in Business Management from University of Limerick.In my previous life I was a professional rugby player. I spent a season with Munster followed by 7 years with Connacht Rugby. I played over 100 times for Connacht Rugby and have 9 Ireland A caps, before retiring through injury in 2011. My professional sports background has greatly influenced my philosophy on financial planning. I believe that just like in sports, success in finance requires a strong work ethic and a continuous pursuit of learning and improvement. To provide the highest level of expertise and service to my clients, I am committed to staying up-to-date on the latest industry developments and giving my best at all times.Venture Wealth Ltd T/A Clan Wealth Management is Regulated by the Central Bank of Ireland.

Listed skills include Rugby, Sports Management, Sports, Contract Negotiation, and 25 others.

Current workplace

Keith Matthews's current company

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Clan Wealth Management
Clan Wealth Management
Managing Director @ Clan Wealth Management | Financial Planning Expert & CFP® Professional
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8 roles

Keith Matthews work experience

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Managing Director

Current

Ireland

Clan Wealth Management is an exclusive wealth management and personalised financial planning company regulated by the Central Bank of Ireland. Clan Wealth Management prioritises a strong client-centred focus, with more time and resources dedicated to building genuine relationships with clients. As an independently owned company, we represent clients and their interests and simply deliver objective recommendations.Our approach involves working closely with clients to truly understand their needs, challenges and objectives. We create a personalised Clan Wealth Plan that provides a roadmap to financial freedom, broadens options, instils confidence and alleviates financial anxieties.At Clan Wealth Management, we are dedicated to building long-lasting relationships based on trust, integrity and exceptional service. With our personalised approach and unwavering commitment to our clients’ success, we strive to be their trusted partner on their financial journey with our guiding hand.Venture Wealth Ltd T/A Clan Wealth Management is Regulated by the Central Bank of Ireland.

Jun 2023 - Present

Senior Financial Planner & Advisor

Clearview Investments & Pensions Ltd.

Ireland

Clearview Investments & Pensions Ltd is a professional financial planning company, dealing with investments, pensions, life & illness protection and savings for individuals, businesses and charities. We prepare full holistic financial reviews, providing you with a Master Plan of your finances. Using the complete picture, we help you to make better financial decisions. We identify your specific goals/needs, implement strategies to help you achieve these goals, allowing you to concentrate on living.

Nov 2020 - Jun 2023

Private Client Manager

County Limerick, Ireland

Sep 2017 - Nov 2020

Director At Core Sports Management - Professional Rugby Player Agency

Core Sports Management (Csm) : Rugby Agency

Ireland

Jan 2012 - Jan 2020

Internal Audit Assisstant

Limerick

Enterprise Risk DepartmentInternal Audit and Risk involving:Risk Management: - Assisting in the identification and evaluation of corporate, process, operational and/or project risks.Internal Audit: - executing, and reporting on a range of Internal Audit assignments, both operational and financial.Conducting specific financial control reviews - detailed testing and evaluation of financial control processes.Regulation or legislation driven reviews: - providing clients assurance that they are in a position to meet the requirements of any new legislation, government regulation or guidance.Efficiency reviews: - detailed testing and evaluation of financial and non-financial areas with an emphasis on assisting clients in meeting objectives in a more cost efficient or timely manner.

Oct 2014 - May 2015

Professional Rugby Player

Galway, Ireland

I am a former professional rugby player with 8 years professional rugby playing experience and 7 seasons with Connacht Rugby. During my professional rugby career I attained 9 Ireland A caps and 100 caps for Connacht Rugby, before retiring through injury in December 2011. In Janurary 2012 both myself, and my business partner Conor O'Loughlin, also an ex professional rugby player, setup ‘Core Sports Management’ (CSM) a sports management agency for professional rugby players.

Jun 2005 - Dec 2011

Professional Rugby Player

A professional rugby player with Munster Rugby for one season attaining two caps before moving to Connacht Rugby in June 2005.

Jun 2004 - Jun 2005
6 education records

Keith Matthews education

Certified Financial Planner™ Professional

Financial Planning Standards Board Ireland

Graduate Diploma In Financial Planning, Financial Planning And Wealth Management, First Class Honours

Activities and Societies: Institute of BankingIntegrated Personal Planning Financial & Risk Management Asset Management Retirement.

Qualified Financial Advisor, Financial Planning And Services, Qfa

Life Insurance Association (Lia - Ireland)

Secondary School

Ard Scoil Rís, Limerick
FAQ

Frequently asked questions about Keith Matthews

Quick answers generated from the profile data available on this page.

What company does Keith Matthews work for?

Keith Matthews works for Clan Wealth Management.

What is Keith Matthews's role at Clan Wealth Management?

Keith Matthews is listed as Managing Director @ Clan Wealth Management | Financial Planning Expert & CFP® Professional at Clan Wealth Management.

Where is Keith Matthews based?

Keith Matthews is based in Ireland while working with Clan Wealth Management.

What companies has Keith Matthews worked for?

Keith Matthews has worked for Clan Wealth Management, Clearview Investments & Pensions Ltd., Metis Ireland, Core Sports Management (Csm) : Rugby Agency, and Omega Financial Management.

How can I contact Keith Matthews?

You can use AeroLeads to view verified contact signals for Keith Matthews at Clan Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Keith Matthews attend?

Keith Matthews holds Certified Financial Planner™ Professional from Financial Planning Standards Board Ireland.

What skills is Keith Matthews known for?

Keith Matthews is listed with skills including Rugby, Sports Management, Sports, Contract Negotiation, Negotiation, Business Development, Talent Management, and Project Management.

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