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. 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
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
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