At Clear Financial we’re here to help you reach your financial goals and achieve real peace of mind for you, your family and your business.

Our service is founded on four key principles:

Care – by providing superior levels of personal attention and advice, we are able to building lifelong relationships with our clients
Choice – as a multi-agency intermediary, we can advise on a broad range of products from the leading companies in the market
Competitiveness – we can source better rates for your protection policies and lower management charges for pensions and investments
Compliance – this is an essential, integrated part of our daily procedures, and provides an additional degree of oversight and therefore further peace of mind

Our commitment to you

As an insurance and investment intermediary, we are free to source the right fit for you from a wide range of products available in the market. And by doing that, we can focus on getting you the best deal.

So how does the process work? There are four simple steps:

Authorise – once we receive authorisation from you, we gather and assess information on your existing policies from the life companies.
Report– we produce a personalised portfolio review based on all of your existing policies. Other brokers charge for this. We don’t.
Review – we meet with you to review your current financial needs, investment objectives and attitude to risk.
Present – we present a set of product options that meet your needs and objectives whether that is reducing the cost of your mortgage protection, protecting your family or business or planning for your retirement.

Contact us today for your personal or corporate review.      TEL: +353 (01)-4587576

MB Planning Limited T/A Clear Financial is regulated by the Central Bank of Ireland. MB Planning Ltd. 
Registered in Ireland No. 494837.
Registered Address: Rathcoole Premier Office Centre, Main St. Rathcoole Co. Dublin
Directors: Michael Bradley (MD), Ciaran Shanley.

Clear Financial

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Clear Financial

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