Clear Financial : Investment | Pensions | Insurance

An investment and insurance intermediary based in Dublin, Ireland. Specialising in Investment, Pensions and Insurance.

TEL: +353 (0)1-4587576

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life insurance
serious illness
mortgage protection
income protection

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.

Put our insight, experience and proven expertise to work for you and see the results for yourself.

News & Updates

• Future changes to the Pension Standard Fund Threshold - (Read more)

• Announcement of New Company Role - (Read more)

• What you need to know about auto-enrolment - (Read more)

Your trusted advisors

As an investment and insurance intermediary, we’re able to evaluate protection, pension and investment products available in the Irish market – and put them to work for you.

Our advice is professional, impartial and fully tailored to your needs, circumstance and goals.

Whatever the size of your portfolio, you can trust us to provide outstanding levels of service, advice and support.

Meet your team ...

Clear Financial have agencies with the following providers

  • Aviva_logo
  • Irish_Life_logo
  • New_Ireland_logo
  • Zurich
  • BCP
  • Cantor Fitzgerald
  • CONEXIM
  • Royal London
  • Standard Life
  • Broker Solutions

Other Business Partners »

Savings on charges

“Speaking as someone who does not have the time to be trying to figure out charges and fund choices,
I’m very glad to have someone straight talking to me. After losing a large percentage of the value of
my pension over the last few years, I’m delighted to be receiving a fixed return of 10% each year. I have
also seen substantial saving in charges on my policies. Thanks Tom.”

- John O’Neill, Managing Director of Nurney Construction in Nurney Co, Carlow

Clear Financial : Investment | Pensions | Insurance
2015-05-07T11:13:12+01:00

- John O’Neill, Managing Director of Nurney Construction in Nurney Co, Carlow

“Speaking as someone who does not have the time to be trying to figure out charges and fund choices, I’m very glad to have someone straight talking to me. After losing a large percentage of the value of my pension over the last few years, I’m delighted to be receiving a fixed return of 10% each year. I have also seen substantial saving in charges on my policies. Thanks Tom.”

Professional, competent, experienced

“Professional, competent, experienced, friendly, no bull…. solution to financial investment. That’s
what you get from Thomas at Clear Financial. Gladly recommend this service to anyone. The quality of
their fund choice is why I believe you will benefit from a little chat with Thomas.”

- Charles Dunne Managing Director, Ace Fencing, Rathmore, Tullow Carlow

Clear Financial : Investment | Pensions | Insurance
2015-05-13T08:57:01+01:00

- Charles Dunne Managing Director, Ace Fencing, Rathmore, Tullow Carlow

“Professional, competent, experienced, friendly, no bull…. solution to financial investment. That’s what you get from Thomas at Clear Financial. Gladly recommend this service to anyone. The quality of their fund choice is why I believe you will benefit from a little chat with Thomas.”

Friendly professional service

“I have been dealing with Clear Financial for a few years now, happy to have taken the
advice given, seeing the rewards now, and very happy to have a fixed return on my pension. I have no
problem recommending this friendly professional service.”

- Pat Farrelly, Managing Director, Farrelly Industrial Supplies Ltd, Bluebell Industrial Est, Dublin 12.

Clear Financial : Investment | Pensions | Insurance
2015-05-13T08:57:27+01:00

- Pat Farrelly, Managing Director, Farrelly Industrial Supplies Ltd, Bluebell Industrial Est, Dublin 12.

“I have been dealing with Clear Financial for a few years now, happy to have taken the advice given, seeing the rewards now, and very happy to have a fixed return on my pension. I have no problem recommending this friendly professional service.”

Top quality service

“Top quality service and advice given, I will continue to do business with Thomas well into the future.
Very happy to recommend anyone to take the time to go through what Clear Financial have to offer.”

- Rory McNeela, Managing Director, The Frame Factory, Unit 137 Baldoyle Industrial Estate, Dublin 13

Clear Financial : Investment | Pensions | Insurance
2015-05-13T08:58:03+01:00

- Rory McNeela, Managing Director, The Frame Factory, Unit 137 Baldoyle Industrial Estate, Dublin 13

“Top quality service and advice given, I will continue to do business with Thomas well into the future. Very happy to recommend anyone to take the time to go through what Clear Financial have to offer.”

Jargon free advice

“Competent, experienced and jargon free advice. I’ve seen my charges reduced since Tom took over
reviewing my policies. The quality of the fund choices offered through Clear Financial are why I think
you would benefit from taking a few minutes to chat with Tom.”

- Michael Tierney, owns and runs a busy pharmacy in Rathdrum, Co. Wicklow.

Clear Financial : Investment | Pensions | Insurance
2015-05-13T08:58:53+01:00

- Michael Tierney, owns and runs a busy pharmacy in Rathdrum, Co. Wicklow.

“Competent, experienced and jargon free advice. I’ve seen my charges reduced since Tom took over reviewing my policies. The quality of the fund choices offered through Clear Financial are why I think you would benefit from taking a few minutes to chat with Tom.”

Recommend to anyone

“I would recommend Clear's service to anyone in business. Recently received the first 10% return on my
pension, while also having my charges reduced. Glad to be able to say I’m very happy with all aspects
of advice given.”

- Fintan Moore, owns and runs a busy Pharmacy in Clondalkin, Dublin 22.

Clear Financial : Investment | Pensions | Insurance
2015-05-13T08:59:43+01:00

- Fintan Moore, owns and runs a busy Pharmacy in Clondalkin, Dublin 22.

“I would recommend Clear's service to anyone in business. Recently received the first 10% return on my pension, while also having my charges reduced. Glad to be able to say I’m very happy with all aspects of advice given.”

Gladly recommend

“Since Clear reviewed my policies in 2010 I’ve saved thousands on charges. I’m very happy with the quality of service provided and I’d gladly recommend this service to anyone in business with a pension or life policies”

- Jeremiah Ahern

Clear Financial : Investment | Pensions | Insurance
2015-05-13T09:01:00+01:00

- Jeremiah Ahern

“Since Clear reviewed my policies in 2010 I’ve saved thousands on charges. I’m very happy with the quality of service provided and I’d gladly recommend this service to anyone in business with a pension or life policies”
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Clear Financial : Investment | Pensions | Insurance

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News and events

Announcement of New Company Role

We are delighted to announce that Marcus Doyle has been appointed to the new role of Technical Support Analyst and Senior Financial Advisor within Clear Financial effective from October 1st, 2024. … Read More

Contact

Clear Financial, Rathcoole Premier Office Centre
Main Street, Rathcoole, Co. Dublin

t: +353 (0)1 4587576
f: +353 (0)1 4587244

MB Planning Ltd. trading as Clear Financial is regulated by the Central Bank of Ireland.
Registered in Ireland No. 494837 Registered Address: Rathcoole Premier Office Centre, Main Street, Rathcoole, Co Dublin.
Directors: Michael Bradley (MD) ,Ciaran Shanley.

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