Keith Matthews Email and Phone Number
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.
Clan Wealth Management
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Managing DirectorClan Wealth Management Jun 2023 - PresentIrelandClan 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. -
Senior Financial Planner & AdvisorClearview Investments & Pensions Ltd. Nov 2020 - Jun 2023IrelandClearview 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.
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Private Client ManagerMetis Ireland Sep 2017 - Nov 2020County Limerick, Ireland -
Director At Core Sports Management - Professional Rugby Player AgencyCore Sports Management (Csm) : Rugby Agency Jan 2012 - Jan 2020Ireland
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Client Relationship ExecutiveOmega Financial Management Mar 2016 - Aug 2017Sandyford, Dublin -
Internal Audit AssisstantDeloitte Ireland Oct 2014 - May 2015LimerickEnterprise 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. -
Professional Rugby PlayerConnacht Rugby Jun 2005 - Dec 2011Galway, IrelandI 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. -
Professional Rugby PlayerMunster Rugby Jun 2004 - Jun 2005A professional rugby player with Munster Rugby for one season attaining two caps before moving to Connacht Rugby in June 2005.
Keith Matthews Skills
Keith Matthews Education Details
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Financial Planning Standards Board IrelandCertified Financial Planner™ Professional -
First Class Honours -
First Class Honours -
Life Insurance Association (Lia - Ireland)Qfa -
Bachelor Of Science In Computer Engineering -
Ard Scoil Rís, LimerickSecondary School
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.
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Keith Matthews
Ireland -
Keith Matthews
Dublin -
Keith Matthews
Ireland -
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