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About Us

We are experienced and qualified to guide you through the most important decisions in life. Our expert advisers bring a wealth of expertise gained with some of Ireland's best known and most trusted financial advisory firms.

We take pride in taking exceptional care of our clients and their families, always going the extra mile to achieve the outcome that is best for you.

 

We believe in trust, service, and professional advice centred on what’s best for you.

While not Latin scholars, we discovered that CV derived from curriculum vitae course of one’s life.  Personal finances can be tricky, time-consuming, and even tedious. We aim to help you by simplifying the complex. We are dedicated to improving your financial situation.

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Ian  Cooke

Ian can best be described as passionate, driven, and analytical. He brings many years of experience with Bank of Ireland Private Bank, FBD Financial Services, and Metis Ireland to CVF. He has an enviable reputation as a builder of strategic relationships with leading financial institutions and global asset managers. His career is best summed up as a consistent commitment to outstanding service for his clients. 


Ian has a particular interest in behavioural interest in behavioural economics which looks at the effects of psychological, cognitive, emotional, cultural and social factors on the decisions of individuals and institutions. He is a regular contributor to print and broadcast media on financial issues. Ian holds an MBA from the University of Limerick and a Bachelors in Finance from University College Dublin. He is an active member of the Institute of Bankers and is a Qualified Financial Adviser/RPA. 


Outside of the financial world, he is well known for his interest in rugby and he still referees in his spare time. Golf, a less divisive sport that is kinder to the knees is also a passion for Ian.  


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Ina Valean

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.

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Shay  Vereker

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!


















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