Thomas is a self-employed agent of Clear Financial for over 10 years. With a background in agricultural management, Thomas first moved into a Sales role in the de-regulated Telecoms industry where he progressed to managing and mentoring sales teams in the residential phone market. Since joining Clear Financial he has developed a thorough knowledge of the financial products and services available in the Irish market and expertise in aligning these to client needs. Thomas focuses on building strong client relationships and offers a full financial planning service to self-employed individuals and small business owners as well as individual clients.
T: +353 872867310
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
Aidan O’Neill is a self-employed agent of Clear Financial joining in May 2015. Aidan is a Senior Financial Advisor with 16 years’ experience providing financial planning advice to individual and corporate clients. Aidan has an extensive knowledge of Life Pensions and Investments. He graduated from GMIT with a Diploma in Business Studies 1997 and began his career in financial services with Irish Permanent. In 1999 Aidan was appointed to the role of Financial Consultant with Irish Permanent Life and Pensions. In 2000 he joined Zurich Life and was a Senior Financial Planner for 15 years. Aidan can provide financial planning services which cater for all needs and in recent years Aidan has focused on wealth management solutions for high net worth clients.
Aidan won the prestigious MyIBA Salesperson of the Year award in 2016 at the annual Irish Broker Association Awards held at the Round Room of the Mansion House, Dublin. This national awards programme recognises the outstanding achievements of individuals from the life insurance industry. The event was attended by over 600 guests.
T: +353 87 2058839
Eamonn is a self-employed agent of Clear Financial. He has 11 years’ experience of offering financial advice in the Life, Pensions and investment industry in Ireland. Eamonn uses a consultative approach to finding the right financial solutions for his clients. Eamonn’s aim is to help you make the right choices to safeguard your financial future. Through careful analysis of your current circumstances and future goals, he can assist you in tailoring strategies to ensure your financial plan is right for you – now and in the future. Eamonn is the holder of a Professional Diploma in Financial Advice (QFA).
T: +353 (0)85 1330002
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
Patrick Roche is a self-employed agent of Clear Financial joining in June 2016. Patrick is a Qualified Financial Advisor with 25 years’ experience in Financial Services. During that time he worked as a Sales Manager with Irish Life and as a Financial Advisor with New Ireland. He spent 10 years with Zurich Life, in its Private Client’s Division, much of it as a Corporate Financial Consultant. While there he was engaged in all aspects of financial planning although he focused primarily on Pensions and Investments. He has detailed knowledge of the Corporate Pensions market. Patrick was awarded the Pensions Diploma from LIA in 2004. He believes in delivering solid financial advice backed up by access to the widest range of financial solutions.
T: +353 (0)83 1957783
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. Earlier this year 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
Steven Moles is a Qualified Financial Advisor with several years’ experience within the Financial Services industry. Graduating with an Honours Degree in Finance & Economics from NUI Maynooth, Steven has also completed the QFA & RPA Diplomas during his time working in Friends First Life company where he specialised in New Business and Broker Development operations and holds extensive knowledge on all products suites particularly Pensions, Investments and Protection.
T: +353 (0)85 7400967
Barry Oliver is an employee of Clear Financial, joining in June 2018. Barry is a Senior Financial Adviser with 18 years’ experience providing financial planning advice to individuals, charities and corporate clients. Barry began his career with Bank of Ireland Insurance and Investment before joining Irish Life where he worked during the launch phase of its financial services offering within EBS.
Barry uses a consultative approach to help clients find the right financial solutions. Barry aims to help clients make the right choices to safeguard themselves and their financial dependants, giving consideration to life assurance, serious illness, income protection in personal and corporate formats.
Barry enjoys helping clients use the tax efficiencies available through retirement planning to build a nest egg for the future; safeguarding future income and standard of living and creating another pillar of wealth.
Barry believes in helping clients protect their legacies, giving consideration tosmall gift allowance and section 72 policies where appropriate.
T : 085 875 8972
E : firstname.lastname@example.org
Alan Langton is a Certified Financial Planner® Professional with over 15 years Financial Services industry experience. Alan graduated from DCU in 1995 with a Bachelor of Business Studies (Hons) degree. In 2004, he successfully completed the Qualified Financial Adviser (QFA) Diploma and went on to obtain a Graduate Diploma in Financial Planning in 2011 and a Masters in Financial services in 2013 through UCD. Alan has worked with a number of major players in the pensions and investments market.
He began his financial services career with Irish Life and has also worked in advisory roles with AIB, IFG and Willis Towers Watson . Alan has extensive experience of advising clients in areas such as retirement planning, pension schemes, group risk, individual and corporate investments, business and personal protection as well as inheritance tax planning. Alan also holds the Specialist Investment Adviser (SIA), Professional Diploma in Retirement Planning Advice (RPA) and the Professional Certificate in General Insurance (APA) designations.
T : +353 (0)87 246 0510
E : email@example.com