Verified Since: January 2019
Rose Private is a boutique advisory firm that provides professional financial planning services to clients and their families.
Clive has over 20 years experience in the private client area with extensive focus on providing advice on pensions, investment policy and estate and financial planning solutions to individuals and companies. Prior to founding Rose Private, he held senior positions in a number of financial services related companies. Clive holds a Masters of Science in Financial Services from University College Dublin. Clive is an Irish Chartered Tax Advisor, a Member of the Society of Trust & Estate Practitioners, a Fellow of the Life Assurance Association and a Certified Financial Planner CFP®. Clive is co-author of the Irish Taxation Institute book “Pensions Revenue Law and Practice”.