About

Clear Financial is a progressive and growing brokerage with over 20 people employed directly or indirectly, 14 of whom are advisors. We evaluate your personal and business finances and make recommendations to help you protect and grow your wealth while optimising your tax liability.

What you need to know

Our advisors are in it for the long haul.
They’ll take the time to understand your circumstances and will offer you
choice where possible at all the important milestones in your personal and
business life. They will use their experience and industry knowledge to help
you make the best decisions for your future.
We work with over 20 financial services
companies so we can offer you the widest choice, unlike some of our
competitors, who may only sell their own products.
Because of the number of financial providers we
deal with, we are able to give our clients a thorough, fair and personal
analysis of what is available on the market, which puts our clients at the
centre of our work.
Our advisors are all qualified financial
advisors (QFAs) with extensive and wide-ranging experience in pensions,
inheritance planning, investments, diversification, financial planning and much
more.
You can trust us to keep your confidences.
We take customer service and regulatory
compliance very seriously.

Our story

Our founder Michael Bradley QFA, who enjoyed a long and successful career with Abbey Life and Zurich, was keen to offer more choice to clients and so he founded Clear Financial in 2002.

In 2005 Michael began to expand the business by building an expert team of Qualified Financial Advisors providing protection, pensions and investment advice across a diverse range of product providers in the Irish market.

Clear Financial now supports an extensive client portfolio and has become the long-term trusted advisor of a large number of clients.

Awards and accreditations

All-Ireland Business All-Star 2019
Caroline Treanor, Team Leader of the year 2019, My Broker Awards
MyIBA 2015, Outstanding Achievement Award, Sandra Donovan
MyIBA 2016, Salesperson of the Year, Aidan O’Neill
LPI 2017 Best Broker Leinster
Longboat 2017 Best Investment Broker

Memberships and affiliations

At Clear Financial we value our professional memberships and affiliations. These are your assurance that our services comply with current regulatory controls and codes of conduct, and meet criteria for Continuous Professional Development.

Agencies

As an Insurance and Investment Intermediary, Clear Financial can provide advice and arrange products and services for those providers with whom the company holds a written agency appointment. Our current register of agency appointments covers all of the leading providers in the Irish market as well as niche operators.