MB Planning Ltd t/a Clear Financial - Business All-Star Accreditation

MB Planning Ltd t/a Clear Financial

Accredited Since: May 2019
Address: Rathcoole Premier Office Centre, Main Street, Rathcoole, Co. Dublin
Sector: Financial Service

MB Planning Ltd t/a Clear Financial

Clear Financial Director Ciaran Shanley pictured with Compliance Officer Caroline Treanor.
Clear Financial Director Ciaran Shanley pictured with Compliance Officer Caroline Treanor.

Clear Financial has achieved AIBF 2021-1016 Business All-Star Accreditation for a third successive year.

The company’s service is founded on four key principles: CARE – providing superior levels of personal attention and advice, CHOICE – as a multi-agency intermediary, Clear Financial can advise on a wide range of products.

COMPETITIVENESS – Clear Financial demonstrates the ability to design and produce bespoke solutions tailored for clients ever-changing financial needs. COMPLIANCE – an integrated part of clear’s daily procedures providing an additional degree of oversight and therefore further peace of mind.

Furthermore, we wish to recognise clear financial’s conduct in the areas of trust, commitment, performance & customer-centricity.

Kieran Ring, Deputy Chair, Adjudication Board

Message from Ciaran Shanley, Director - MB Planning Ltd t/a Clear Financial

It gives me huge pride to be able to tell our teams that we have been recognised as an All-Star Business for a third time because of their efforts.

Clear Financial has been successful because of the brilliant people we have onboard and this accolade is a reflection of that.

We have won multiple awards within the industry but this accreditation is an external quality mark that lets our clients know that they can expect a service that meets the highest standards. 

 

Ciaran Shanley, Director, Sales and Operations at MB Planning Ltd T/A Clear Financial
Ciaran Shanley, Director, Sales and Operations at MB Planning Ltd T/A Clear Financial

MB Planning Ltd t/a Clear Financial has successfully navigated 3 rounds of auditing which proved their performance, trust and customer-centricity.

The auditing process has left us in no doubt as to MB Planning Ltd t/a Clear Financial’s suitability for Business All-Star accreditation and their inclusion in The Register of Irish Business Excellence (TRIBE).

Kieran Ring, Deputy Chair, Adjudication Board

Message from Ciaran Shanley - Director, Sales & Operations, MB Planning Ltd t/a Clear Financial

We are thrilled to be accredited as a Business All-Star for the second year in a row. At Clear Financial, we value trust, high performance and customer centrality in everything we do.

We’re so proud to have been recognised by the All-Ireland Business Foundation for our hard work. In particular, we’d like to acknowledge our hard-working team without whom none of this would be possible. We’d also like to acknowledge how well the team has continued to adapt to the changes necessary to ensure we are still providing our clients with a dedicated service, during the current pandemic.

Ciaran Shanley, Director, Sales and Operations at Clear Financial and Kapil Khanna, MD, All-Ireland Business Foundation
Ciaran Shanley, Director, Sales and Operations at Clear Financial and Kapil Khanna, MD, All-Ireland Business Foundation

MB Planning Ltd t/a Clear Financial has successfully navigated 3 rounds of auditing which proved their performance, trust and customer-centricity.

The auditing process has left us in no doubt as to MB Planning Ltd t/a Clear Financial’s suitability for Business All-Star accreditation and their inclusion in The Register of Irish Business Excellence (TRIBE).

Kieran Ring, Deputy Chair, Adjudication Board

About MB Planning Ltd t/a Clear Financial

Clear Financial is a leading life and pensions brokerage based in Rathcoole, Co. Dublin.

Clear Financial helps its clients to reach their financial goals and achieve real peace of mind when it comes to the financial wellbeing of their families and businesses.

The team belives that everyone can benefit from taking the time to review their financial circumstances and plan for the future. Clear Financial clients are supported by a team of top financial advisors, a dedicated administration team and the knowledge of legal, marketing and compliance experts that provide a level of customer service which is consistently excellent.

Clear Financial’s long term goal is to be among the most distinguished financial institutions in Ireland. MB Planning Ltd. T/A Clear Financial is regulated by the Central Bank of Ireland.

Registered in Ireland No. 494837 Registered Address: Rathcoole Premier Office Centre, Main Street, Rathcoole, Co Dublin. Directors: Michael Bradley (MD), Ciaran Shanley.

MB Planning Ltd t/a Clear Financial - Business All-Stars Accreditation