Lifestyle Financial Planning
At Cleere Life & Pensions our aim to develop trusted relationships and deliver outstanding client experiences by providing a personal and independent financial planning service specifically developed for families who need to make the most of their money.
Our role at Cleere Life is to be your personal adviser/Dedicated Certified Financial Planner and develop effective solutions tailored for your family’s particular needs.Recently & especially during Covid times, people have are now looking to retire earlier be it 55 or 60. Our overall aim is to simplify your financial and domestic lives and, in doing so, to enhance your overall quality of life. We guarantee confidentiality, objectivity and independence to our clients.
We use a very powerful software called Voyant and by using this software we can help you prepare for all stages of your financial life. Voyant is a state-of-the-art financial intelligence presentation and collaboration platform.
What does that mean? Well, it helps makes complicated financial planning calculations presentable so that you – the client – can easily understand and digest the financial implications of all your decisions.
Watch our video here to see a snapshot of the decisions you and your family face pre-retirement:
WHAT OUR CLIENTS SAY…
“Gearoid has worked for me as a pension and investment consultant for the last few years. I have found his incisive approach and thoughtful advice to be great comfort in these difficult times.”
- Liam Walsh, Pension Client
Do you have more questions?
We would love to hear from you! We are here to make sure all your questions are answered.
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