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 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.
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.
Get in touch today and we’ll put you in touch with the advisor in your area, or have a look at our advisor profiles.