Cleere Life & Pensions 2.72

At Cleere Life & Pensions our priority is to to provide financial planning solutions for clients in the areas of pensions, protection and investments. The brokerage, a member of the Professional Insurance of Brokers Association (PIBA) was set up by Gearoid Cleere in January 2015.

Our client base is diverse and includes individuals, sole traders and small to medium companies across Leinster and further afield. Our services are, and always have been, founded on honest, trust and integrity. We offer advice in respect of pensions, Investments, Savings and Life Assurance.A Policy Review is a simple process that involves looking at what Life Assurance, Pension and Regular Savings policies a client has. In particular we look at the following;

What level of life cover, Specified Illness cover and Income Protection cover you should have based on your circumstances,
The current cost of your insurance as well as the term remaining. This involves doing a price check on your existing policies to make sure you are not paying too much every month.
Risk profile and Investment Fund performance check for Pensions and Savings plans. We also look at policy charges and allocation rates of the premiums you are paying (allocation rate refers to the net amount of your premium which is used to purchase units in your policy). High charges in a pension or savings plan can erode a large part of the growth achieved over a long period of time and so it is essential to make sure you are not over paying.

Killeen Financial Services Ltd T/A Cleere Life & Pensions is regulated by the Central Bank of Ireland