With such a bewildering array of pension options and insurance products available, the expert assistance of an experienced and specialist team of financial advisers ensures decisions which are perfectly aligned with your personal circumstances and goals. With decades of combined experience, our specialist financial advisers have developed an intricate understanding of both the insurance and pension markets.
They can explain your options to you in plain English, without any of the associated jargon, and help you understand how each product will benefit you, based purely on the facts. Charterhouse Private Clients Ltd t/a Clevermoney was set up in 2006 by Joe Carroll, a former Bank Manager. He has more than 25 years’ experience in Insurance, Pensions, Mortgages and Financial Services, both in Ireland and in the UK.
The Company now has a team of experienced and skilled Financial Advisers to help you with almost any aspect of Financial Planning.