Who are we?2019-03-12T11:51:35+00:00

Who Are We?

CLL was established in 1983.  We have been helping our clients invest for the future and protect their families since then.  We are experienced, qualified and committed.  We are tired of product centric interaction and the overly complex implications; we have changed to adopt a better way of working with our clients.


We use financial planning software, the tool of our trade, to get computers to do lots of the hard and boring work so we can concentrate on you and your life to add serious value.  We are a small, efficient team building a culture that we are proud of.


Ultimately, our clients invest through CLL as they trust us; trust is earned by telling the unvarnished truth.

More About Us

  • Tell the unvarnished truth even if it is not what you want to hear
  • Do our upmost to make complex financial matters as simple as possible
  • Use a tried and tested investment process that works
  • Work with investment professionals that we believe have the right ethos, character, expertise and experience
  • Do what we say we will do
  • Help you stick with your plan for the long term, especially in the tough times
  • Help you adapt and pivot when required
  • Work with your other professional advisers
  • Earn our fee and demonstrate the value added
  • Tell you what you want to hear
  • Time investment markets, no one can
  • Chase performance, it is backward looking and generally fails
  • Claim to know every investment option out there, there’s too many to try to be an expert in everything
  • Advise on specific stocks, deal with direct property, push products, follow fads
  • Send you generic marketing material
  • Take on clients who aren’t a match to our culture
  • Invest for short time horizons
  • Do something we think is not good for you


Contact Us Today

Contact Info

Unit 15, An Fuaran, Mountain Road, Moycullen, Co Galway

Phone: +353 (0)91 550806

Mobile: +353 (0)87 7999 878