Founded in 1992 by John Clare, a seasoned financial advisor with over 30 years of experience in pensions and financial services.
Our firm is built on trust, professionalism, and a commitment to long-term client success.
John’s guiding vision has remained consistent since day one:
“We promise to deliver a professional, friendly, and personal service that you can trust and rely on. Our first commitment to you is quality advice and service.”
“We will deal with all your enquiries in a polite and courteous manner. Our aim is to help you grow and protect your assets now and in the future.”
— John Clare, Director
Let us help you plan for a stronger financial future — with advice you can trust and service you can depend on.
Whether you are an Individual preparing for a secure retirement, a Business owner enhancing employee benefits, or a Family safeguarding generational wealth, we are here to deliver bespoke financial solutions you can trust.
Director
John brings over three decades of expertise in financial planning and pension advice.
An Accredited Product Adviser (APA) with specialist qualifications in financial planning and pension advice, he has guided hundreds of Irish families in securing their long-term financial wellbeing.
Financial Advisor
Yvette is a Qualified Financial Advisor, joining John in 2024, she brings over 25 years of experience in business leadership.
She combines deep financial expertise with a practical, client-focused approach to help achieve long-term financial wellbeing.
Financial Advisor in training
Ready to take control of your financial future? Contact us today.
+353 01 5637900
Mon–Fri 9AM–5PM
Pension & Financial, The Square,
Enniskerry, Co. Wicklow, A98 PK26