Financial products can be complicated, often leading people to overpay. Our service simplifies the process, providing clear and concise analysis.

As your details will be analysed by a professional Financial Advisor, not only will we compare the price, we will make sure your policy is appropriate.

Let us handle the complexities and offer straightforward answers, ensuring you make informed decisions and save money.

For most people, their mortgage is their biggest single commitment. Securing a lower interest rate can lead to substantial savings over the life of the loan, making it one of the most impactful financial decisions.

Our expert analysis ensures you get the best rates available, helping you save money and achieve financial stability.

Mortgage Protection

Mortgage protection is crucial for safeguarding your home, you can not get a mortgage without it. However Mortgage protection is often overpriced.

If you purchased your policy from the banks you are likely being charged a higher premium.

It is essential to explore your options. Our expert analysis can identify more affordable and comprehensive coverage tailored to your needs.

If you have children, life insurance is essential to protect their future. However, there can be significant variations in price and coverage between providers.

Regularly checking your life insurance ensures you are not overpaying and that the policy remains appropriate for your evolving needs.

Our expert review can help you find the best value, ensuring comprehensive protection for your family without unnecessary expenses. Make informed decisions to safeguard your loved ones effectively.

Income protection is vital to safeguard your financial stability in case of illness or injury. However, there can be significant differences in cost and coverage between providers.

Regularly reviewing your income protection policy ensures it remains appropriate and cost-effective.

Our expert analysis can help you find the best value, ensuring you have the necessary coverage without overpaying. Make informed decisions to secure your financial future and maintain peace of mind.

Serious illness cover is crucial for financial security during critical health challenges. However, there can be large variations in cost and coverage between providers.

Regularly reviewing your serious illness policy ensures it remains suitable and cost-effective.

Our expert analysis helps you find the best value, ensuring comprehensive protection without overpaying. Make informed decisions to secure your financial stability and focus on recovery with peace of mind.

Pension fees can be difficult to understand, and these costs can significantly impact your retirement savings. Different providers have varying fee structures, which can affect your long-term returns.

Regularly reviewing your pension plan ensures you aren't overpaying and that your investments remain appropriate.

Our expert analysis helps you find the best value, ensuring your pension savings grow efficiently. Make informed decisions to secure a comfortable and financially stable retirement.

Investment fees can be complex and challenging to understand, impacting your overall returns. Different providers have varying fee structures, which can significantly affect your investment growth.

Regularly reviewing your investment portfolio ensures you aren't overpaying and that your investments remain suitable for your goals.

Our expert analysis helps you find the best value, ensuring your investments grow efficiently. Make informed decisions to maximize your returns and achieve financial success.

Charterhouse Private Clients Ltd t/a Clevermoney was set up in 2006 by Joe Carroll, a former Bank Manager. He has more than 20 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.

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