Merriman’s ClearChoice snaps up broker outsourcing business TAG

20th January, 2019
Paul Kelly and Paul Merriman of ClearChoiceFergal Phillips

Stockbroker Davy has sold its broker outsourcing business Trusted Advisor Group (TAG) to ClearChoice, the Dublin-based broker software and training company established in 2016 by Paul Merriman.

ClearChoice is one of three businesses owned by Merriman, who also runs Pax Asset Management, a wealth management business employing 20 people in Dublin and Limerick with revenues of close to €2 million.

Merriman founded the financial advice resource Ask Paul in 2016.

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