With such a confusing range of Pension and Insurance products available, it makes sense to seek specialist advice from an Independent Broker. An Independent Broker will listen to your needs and wishes and, taking your current circumstances into account, set a financial map to help you achieve these 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, and help you understand how each product will benefit you, based purely on the facts.
Charterhouse Private Clients Ltd trading as 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.