Clear Financial Employee Directory
Financial ServicesDublin, Ireland11-50 Employees
Clear Financial operates as an insurance and investment intermediary within the financial services sector, helping clients access products from a broad range of market providers. Its approach is built on four principles—care, choice, competitiveness, and compliance—that aim to deliver personal attention, a wide selection of options, more favorable rates, and regulatory oversight. The client journey follows four steps: authorise, report a personalized portfolio review at no extra cost, review current needs and risk tolerance, and present options that align with objectives. The firm is based in Rathcoole, Dublin, Ireland, and serves both individual and corporate clients while being regulated by the Central Bank of Ireland. Operating as MB Planning Limited trading as Clear Financial, it positions itself as a small to mid-sized provider within the Irish financial services landscape. A recent development noted in October 2024 is the appointment of Marcus Doyle as Technical Support Analyst and Senior Financial Advisor.