Ciaran Broad DipPFS, Cert CII

Ciaran is a Senior Independent Financial Adviser at MAC Financial, specialising in providing tailored financial solutions for both private and corporate clients.

With close to two decades of experience in the financial services industry, Ciaran built his knowledge with a solid foundation in paraplanning, before moving into an advisory role in 2013. He helps clients confidently navigate complex financial decisions by combining his technical expertise with a personal approach.

Ciaran’s expertise spans a wide range of advice areas from investment strategies to retirement planning. He tailors his advice to meet each client’s specific financial needs, ensuring they receive strategies that align with their goals and objectives.

Dedicated to building long-lasting client relationships, Ciaran invests time into understanding his clients financial goals. His advice equips clients to make confident decisions and achieve a more secure financial future.

Areas of expertise

• Retirement planning
• Investments
• Personal protection
• Employee benefits
• Pension scheme implementation

Qualifications

• CII Diploma in Regulated Financial Planning
• CII Certificate in Discretionary Investment Management