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Professional Financial Advisors
we listen | review | advise | manage
About Us
Clearview Investments & Pensions Ltd is a professional financial planning company, dealing with investments, pensions, life & illness protection and savings for individuals, businesses and charities. Being impartial allows us access to most product providers in the market place without being bound to any institution. We prepare full financial reviews, providing a Master Plan of your finances using cashflow modelling software. We identify your specific needs and we then implement strategies to solve your requirements.
Using the complete picture, we help you to make better financial decisions. We buy on your behalf in contrast to selling products. We work closely with you to provide regular update reviews and recommendations to make sure your financial plan is on track.
The client is at the heart of our business and everything we do is in the sole interest of our client.
We aim to give you a “Clear View” of your Financial Future
Meet the Team
Keith Matthews
Senior Financial Planner

• Wealth of experience in holistic financial planning.
• CFP® – Certified Financial Planner.
• Graduate Diploma in Financial Planning.
• Qualified Financial Advisor (QFA).
• Masters of Arts in Business Management (Hons).
Catherine Danaher
Financial Planner

• B.A (Hons) Business Studies degree.
• MSc (Hons) in Financial Services.
• Teacher of finance modules for two years in the University of Limerick.
• Qualified Financial Advisor (QFA).
Advantages of having Clearview as your Financial Advisors
You are guaranteed an impartial and professional team to look after your needs. We have access to all product providers without being bound to any institution. We buy on behalf of our client in contrast to selling products.You will benefit from our years of experience, knowledge and expertise.
We will quickly understand your financial position and help you identify your goals. You will understand the financial aspects of your lifestyle today and lifestyle that you want in the future. Together we will build a financial plan that’s unique to you and will change as your needs change – a tailor made plan.
Those who get financial advice:
- Have a higher value pension
- Are better protected for the unexpected
- Have more savings and investments
- Are reassured and confident about their financial future
- Make better financial decisions with the help of the advisors
- Achieve their long-term financial goals
Source : Independent online survey of 1000+ adults July 2013
Our Process
Delivering Peace of Mind through our 6 Step Advice Process:

We can help you with:
• Financial Planning
• Investments
• Pensions
• Deposits & Savings
• Life Cover
• Income Protection
• Wealth Management
• Financial Reviews
Contact
The Gallery
13 Bedford Row
Limerick
V94 VY47
Phone No: 061-633777
Email: info@clearviewinvestments.ie