Keith Matthews

Keith Matthews Email and Phone Number

Managing Director @ Clan Wealth Management | Financial Planning Expert & CFP® Professional @ Clan Wealth Management
Keith Matthews's Location
Ireland, Ireland
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.

Keith Matthews's Current Company Details
Clan Wealth Management

Clan Wealth Management

View
Managing Director @ Clan Wealth Management | Financial Planning Expert & CFP® Professional
Keith Matthews Work Experience Details
  • Clan Wealth Management
    Managing Director
    Clan Wealth Management Jun 2023 - Present
    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.
  • Clearview Investments & Pensions Ltd.
    Senior Financial Planner & Advisor
    Clearview Investments & Pensions Ltd. Nov 2020 - Jun 2023
    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.
  • Metis Ireland
    Private Client Manager
    Metis Ireland Sep 2017 - Nov 2020
    County Limerick, Ireland
  • Core Sports Management (Csm) : Rugby Agency
    Director At Core Sports Management - Professional Rugby Player Agency
    Core Sports Management (Csm) : Rugby Agency Jan 2012 - Jan 2020
    Ireland
  • Omega Financial Management
    Client Relationship Executive
    Omega Financial Management Mar 2016 - Aug 2017
    Sandyford, Dublin
  • Deloitte Ireland
    Internal Audit Assisstant
    Deloitte Ireland Oct 2014 - May 2015
    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.
  • Connacht Rugby
    Professional Rugby Player
    Connacht Rugby Jun 2005 - Dec 2011
    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.
  • Munster Rugby
    Professional Rugby Player
    Munster Rugby Jun 2004 - Jun 2005
    A professional rugby player with Munster Rugby for one season attaining two caps before moving to Connacht Rugby in June 2005.

Keith Matthews Skills

Rugby Sports Management Sports Contract Negotiation Negotiation Business Development Talent Management Project Management Management Training Financial Management Services Marketing Communications Marketing Business Planning Recruiting Business Strategy Project Planning Player Development Team Building Rugby Agent Rugby Career Advice Post Rugby Career Planning Rugby Agency Director Irb Level 2 Rugby Coach Qualified Financial Advisor Internal Audit Risk Assessment Enterprise Risk Management Internal Controls

Keith Matthews Education Details

Frequently Asked Questions about Keith Matthews

What company does Keith Matthews work for?

Keith Matthews works for Clan Wealth Management

What is Keith Matthews's role at the current company?

Keith Matthews's current role is Managing Director @ Clan Wealth Management | Financial Planning Expert & CFP® Professional.

What schools did Keith Matthews attend?

Keith Matthews attended Financial Planning Standards Board Ireland, University College Dublin, University Of Limerick, Life Insurance Association (Lia - Ireland), University Of Limerick, Ard Scoil Rís, Limerick.

What are some of Keith Matthews's interests?

Keith Matthews has interest in Business Management, Financial Advice, Rugby, Rugby Contract Negotiation, Rugby Coaching, Rugby Agent, Professional Rugby Player Agent.

What skills is Keith Matthews known for?

Keith Matthews has skills like Rugby, Sports Management, Sports, Contract Negotiation, Negotiation, Business Development, Talent Management, Project Management, Management, Training, Financial Management Services, Marketing Communications.

Not the Keith Matthews you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.