We are delighted to announce we have two new members to our growing team.
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.
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 individual, charity and corporate clients. Barry began his profession with Bank of Ireland Insurance and Investment before joining Irish Life where he worked during the launch phase of their 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 extensively helping clients use the tax efficiencies available through retirement planning to build a next egg for the future; safeguarding future income, standards of livings and creating another pillar of wealth.
Barry believes in helping clients in protecting their legacy and assuring exceptions such as the small gift allowance and section 72 policies are given consideration where appropriate.
Welcome on board.