Your CV Financial team is highly qualified and very experienced. There are no ties or affiliations to larger corporates who seem to prioritise profits ahead of everything else. You can be confident as we help to guide you through the most important decisions in life.
While not Latin scholars, we know that CV or curriculum vitae translates as the "course of one’s life". Personal finances can be tricky,
time-consuming, and even tedious. CV Financial will help you through the financial course of your life.
Many of our clients become friends over the years. Perhaps this is because of our dedication to always achieving the outcome that is best for you and your family - we certainly hope so.
We believe in trust, service, and professional advice
centred on what’s best for you - with some smiles along the way.
Ian brings many years of experience from Bank of Ireland Private Bank, FBD Financial Services, and a smaller broker to CV Financial.
Ian has a particular interest in behavioural economics and constantly explores how CV Financial can help people make better decisions. Hopefully learning lessons along the way for himself!
Ian holds an MBA from the University of Limerick and a Bachelors in Finance from University College Dublin. He is a Qualified Financial Adviser with a higher diploma in Retirement Planning.
Outside of the financial world, he is well known in Clonmel for his interest in rugby and he still referees in his spare time. Golf, a sport that is kinder to the knees, remains a work in progress.
Ina Valean can best be described as reliable, efficient and trustworthy. A Qualified Financial Advisor with a Bachelor of Economics, she has worked with CV Financial since 2018. Ina is renowned within the company for her organisational skills.
She liaises with our clients on a daily basis to ensure that their queries and requests are handled in a timely manner.
Outside of work, Ina has a penchant for travel and new adventures.
Shay can best be described as energetic and dedicated. Shay has previously worked with FBD and the Bank of Ireland. Throughout his career, he too has been dedicated to providing an exceptional level of service to his clients. Shay is a Qualified Financial Advisor.
Outside of the financial arena he is an accomplished hurler and continues to dedicate his spare time to training the next generation of Glenmore hurlers.
Some might say that his dexterity with a hurley has given him quite an advantage on the golf course. However, we have yet to witness this advantage in action.