Contact

The Gallery

13 Bedford Row

Limerick

V94 VY47

Tel: 061-633777

Email: info@clearviewinvestments.ie 

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

Clearview Investments & Pensions is regulated by the Central Bank of Ireland