About Robert McOwan
Robert McOwan, a previous business owner with vast experiences creating, building and supporting companies around the globe.
This extensive global experience combined with his business acumen and financial training, now sees Robert offering a unique and specialised financial advisory service that focuses on supporting SME’s, their employees and the general public. Robert’s customer base is all over Ireland.
As an independent financial advisor Robert also writes for numerous trade publications such as the IPN (Irish Pharmacy News) and runs a popular financial twitter page @RobMcOwan
@RobMcOwan so why not take a look and follow him!
About Rory Hennessy QFA, APA(Gen Ins)
Rory came to Clevermoney from Irish Life, where he spent 11 years as a Financial Planning Consultant. During this time, he provided advice to both individual clients and clients of Permanent TSB Bank.
Rory’s first priority is to protect your Income in cases such as a Death, Serious Illness or inability to work. He can advise you on Lump Sum Investments and Regular Savings. Pre- & Post-Retirement Planning Advice are a standard part of the service provided. Rory recommends continuous reviews to help avoid unforeseen financial problems. Rory’s customer base is all over Ireland.
Rory is qualified to provide Tax Efficient Advice on key areas of Business and Personal Finances, such as Protection, Pension and Estate Planning Services (Inheritance Tax), As Rory lives in Carlow, he will normally cover Carlow, Laois, Wexford, Kildare and surrounding counties.
Rory also regularly tweets about financial topics at @RobMcOwan
About Mattie Holmes QFA
Covering areas including Westmeath, Offaly, Meath, Dublin, Mattie has over 25 years’ experience as a Financial Adviser. He has spent time working with the major Life Offices and also as a Mortgage Broker. With this level of experience, Mattie has faced and solved numerous, and some unique, challenges for his clients.
Mattie has been with Clevermoney for over 10 years and continues for provide a long-term service to his clients.
About Darren Piccolo
Darren has came to Clevermoney from Acorn Life, where he spent 2 years as a Financial Advisor. During this time, he provided advice to individual clients and existing Acorn Life clients.
Darren’s first priority is to ensure that we plan to protect your Income in cases such as a Death, Serious Illness or an inability to work. He can advise to plan with clients for their children’s education, as well as Lump Sum Investments and Regular Savings. Retirement Planning Advice are also part of the service that Darren provides. Darren likes to sit down with clients for continuous reviews to help avoid unforeseen financial issues.
Darren specialises in providing advice Tax Efficient Advice on key areas within a Business and Personal Finances, such as maximising the opportunities of being a company director. Protection, Pension and Estate Planning Services (Inheritance Tax).
Darren lives in Quin, Co Clare, between the enchanting town of Ennis, and Dromoland Castle. He is an avid fan of GAA, particularly hurling. He is also a passionate golfer and plays at Dromoland Castle Golf Club, as well as coaching soccer at Tulla United.
As Darren resides in Clare, he will normally cover Clare, Galway, Limerick and surrounding counties.
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