Aidan Staunton is a self-employed agent of Clear Financial working as a Senior Financial Advisor. He began his career in the Life Insurance industry with Irish Life in 1993 then moving to Zurich Life as a Financial Consultant until joining Clear Financial in 2011. Aidan has a genuine passion for guiding his clients through their financial services journey, making this as simple and straightforward as possible. As President of the IODAI (International Optimist Dinghy Association Ireland) in 2015, Aidan’s role is to promote young sailing in Ireland to all Optimist sailors.
T: +353 86 2426156
Michael is a self-employed agent of Clear Financial. As a qualified financial advisor with over 20 years’ experience in providing financial advice to business and individual clients, he began his career in financial services with Irish Life. Following fifteen years as Senior Financial Consultant with Zurich Life, he joined Clear Financial in 2011 as a Senior Financial Advisor to provide a broader range of financial products to his clients. He has extensive experience in advising on Life Assurance, Pensions and Investment services in the Irish market.
T: +353 86 2546091
Willie is a self-employed agent of Clear Financial with over 25 years’ experience in financial services. He was granted the designation Qualified Financial Advisor (QFA) by the LIA in 2013. Willie began his career with Zurich Life in 1989 and has developed a diverse range of expertise in Financial Services to both Corporate and Individual Clients. Willie worked as a Senior Financial Consultant with Zurich Life for over 16 years before leaving to act as an authorised investment and insurance intermediary in his own right. His role involves providing a holistic overview to financial planning and a detailed financial pathway for clients.
T: +353 (0) 86 2537689
Anna Rubin is a self-employed agent of Clear Financial joining in February 2017. Anna is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years Financial Services industry experience. In 2008, she completed Qualified Financial Adviser (QFA) Diploma and went on to obtain Diploma in Financial Services and Graduate Diploma in Financial Planning through UCD. Anna specialises in Retirement Planning, Investments, Family & Income Protection as well as Business Protection. Her career began in Ulster Bank in 2005 working as a Cashier. She has since worked for large corporates such as Davy and Zurich Life gaining insights into Stockbroking and internal operations of a life and pension insurance provider.
T: +353 (0)87 9313569
Marcus is a Qualified Financial Advisor with over 10 years’ experience in Financial Services. He received an honours B.Sc in applied mathematics from Maynooth University in 2007 and completed the QFA in 2009. Marcus went on to obtained the RPA in 2013. In 2017, Marcus received a 1st class honours in the graduate diploma in financial planning and passed the CFP® exam. Gaining valuable experience in New Ireland Assurance and Zurich Life. Marcus joined Clear Financial in July 2017.
T: +353 (0)87 6735544
Alan Langton is a self-employed agent of Clear Financial and is both a QFA (Qualified Financial Adviser) and a CFP® (Certified Financial Planner®) with over 18 years client-facing financial planning experience. Alan holds a BSc Business Studies Degree (DCU), a Graduate Diploma in Financial Planning (UCD) and an MSc in Financial Services (UCD). Alan has previously held client advisory roles with Irish Life, AIB, IFG and Willis Towers Watson before joining the Clear Financial team in 2018. Alan has extensive experience of working with and advising clients in the areas of pre and post-retirement planning, group pensions, employee risk benefits schemes, individual and corporate investments and inheritance tax planning. Alan also currently holds the following LIA designations; Specialist Investment Adviser (SIA), Professional Diploma in Retirement Planning Advice (RPA), Accredited Product Adviser (APA) Personal General Insurance and Pension Trustee Practitioner (PTP).
Alan works closely with a diverse client portfolio who have varied financial planning needs. Where necessary Alan can provide clients with the benefits of Voyant Cashflow Modelling software to help achieve their immediate and lifetime financial planning goals.
T : +353 (0)87 246 0510
E : firstname.lastname@example.org
Senior Financial Advisor
Craig joined Clear Financial as a Senior Financial Adviser in 2019. He holds the QFA and LIAP(Dip) designations. He started his career in Financial Services in the UK Banking industry in the 1980’s and made the move to Ireland in 1993 where he worked with market leaders such as Irish Life and Zurich Life until 2007 when he set up his own brokerage firm, Steadfast Financial Consulting Ltd, which he ran, with a co-director, until September 2019.
Craig believes in a collaborative approach to financial planning, involving the client at every step of the way. He sees his role as much as a counsellor as an adviser, guiding clients toward their financial and life goals drawing on their own judgment as much as his expert advice.
In his spare time, Craig is involved in his local community in County Mayo with a keen interest in the GAA having occupied many senior roles, including Chairman, Secretary and PRO of his local Club.
Craig has a great love for the outdoors and his number one passion is skiing.
T : +353 (0)86 2534110
E : email@example.com
Ken joined Clear Financial as a Senior Financial Advisor in 2020. He started his career in financial services in 1986 with Irish Life and has worked with many of the leading life companies in Ireland, such as Standard Life, Canada Life and Zurich Life.
He set up his own brokerage in 2005 and ran a very successful business for eleven years, after which he worked with financial advice firm IPF (Irish Pensions and Finance) for four years.
Ken has extensive experience in advising clients on retirement options, life assurance and investment options.
Ken’s aim is to navigate clients through often complicated issues surrounding their investments and pensions and ultimately to help them make the right choices.
In his spare time Ken is a keen golfer and is a member of Carton House Golf Club in Kildare.
T : 086 2596128
E : firstname.lastname@example.org
Senior Financial Advisor
Rory joined Clear Financial in 2021 as a Senior Financial Advisor with over 23 years of experience in Financial Services. 15 of which was spent specialising in the Civil and Public Sector Defined Benefit Schemes.
Working closely with his clients Rory has been able to provide a clear roadmap to help them achieve their financial goals.
Rory has shared his knowledge over the years and may already be familiar to you from Retirement Seminars and Group presentations all over Ireland. As an experienced adviser, Rory is well-positioned to advise you on what to expect when you retire and can discuss your options both pre and post-retirement.
Customer service and integrity are paramount to Rory and he has a real passion when working on behalf of his clients. Rory believes now more than ever clients need a broker they can rely on and remains in touch to help advise every step of the way.
T : +353 (0)87 1145037
E : email@example.com
Shane is an experienced Qualified Financial Planner that enjoys working with his clients, both new and existing.
He has extensive experience in Public Sector pensions and benefits, and prior to joining Clear Financial he worked with Cornmarket.
Prior to qualifying as a financial adviser, Shane achieved a degree in Fine Art Painting from GMIT, where he graduated with honours in 2008.
During the pandemic Shane perfected his meeting style via video, so can now meet clients nationwide in a very efficient and non-intrusive manner. Painting is something that he still enjoys.
Prior to qualifying as a financial adviser and working in the financial sector in 2017, Shane had a diverse range of business experience, such as founding a surf school in 2005, a role in a national event management team and as a member of an international product development company.
His spare time when not spent with family and friends is spent surfing along the Mayo coastline. He especially enjoys his home surf breaks on Achill Island.
Follow Shane on Instagram for financial planning content @shaneclearfinancial
T : +353 (0)86 228 8566
E : firstname.lastname@example.org
Ashling joined Clear Financial as a Senior Financial Planning Consultant in 2022. She holds the QFA,RPA, and SIA designations. She is almost finished her CFP module, awaiting her final exam in February.
Ashling started her career in Financial Services in 2015 and specialised in public sector advice. She then started working with private sector benefits where she would help people in areas from setting up their pensions to managing leaving service and retirement options from employers. She also helps clients with their illness and life cover benefits.
Ashling strongly believes in a consultative approach to planning for your future, involving her clients at every step of the way. She wants people to understand the importance of choosing the right path with their finances by being well informed. In her spare time, Ashling has a keen interest in golf and plays on the club team.
T : +353 (0)89 613 8569
E : email@example.com
Meet Ruth, your trusted financial planner with over 18 years of experience in the world of financial services. Ruth holds the Q.F.A and R.P.A designations. Her entire career of over 18 years has been dedicated to helping individuals in the Civil and Public Sector make the most of their Superannuation pension schemes.
Ruth’s expertise in Public Sector pensions goes beyond the numbers. She’s been there for her clients at every step of their careers, ensuring a seamless transition into retirement. Whether you’re just starting out or nearing the end of your working journey, Ruth is here to provide you with impartial advice that empowers you to make informed decisions and steer clear of potential financial pitfalls.
Ruth isn’t just about numbers and retirement plans; she’s passionate about financial planning. Her approach is holistic, focusing on every aspect of your financial life. This means your financial plans can adapt as you navigate the twists and turns of life, all while keeping your unique goals in sight.
When she’s not helping her clients secure their financial futures, you’ll find Ruth exploring the world with her young family. She recently made the move from bustling Dublin to the picturesque landscapes of Mayo and now spends her weekends soaking up the beauty of the west coast.
With Ruth by your side, you’re not just getting a financial planner – you’re gaining a partner in your journey towards financial success & a more secure future.
T : +353 (0)89 2721035
E : firstname.lastname@example.org