Our services

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We will work with you to explore your aims, hopes and dreams, and work with you to help you achieve them.

By starting with your end goals in mind, we can then work backwards from there, to establish a financial strategy, which can cover some of the following financial aims:

Wealth protection and preservation 

The foundation of any financial planning is to provide reassurance to you and your loved ones during your lifetime, ensuring that in the event of sickness, serious illness or death you have financial stability of your wealth both now and later in life.

Our expert advisers can help to:

  • Protect your assets from third parties
  • Protect your family’s future inheritance
  • Provide the next generation with tax benefits

Wealth creation

Creating wealth is achieved by owning revenue streams that are under your control, and maximising the benefits of these, by making the most of your money. With this in mind we can help to increase your wealth.

Our expert advisers can help to:

  • Increase income through tax efficient savings
  • Generate income investment portfolios or pensions
  • Maximise disposable income by paying down debt or saving to take advantage of compounded returns

** The value of investments and the income derived from them may go down as well as up. Past Performance is not a guide to future performance.

Mortgage advice

Our mortgage department will help you get on the property ladder, find a better deal for you, show you how to raise capital on your property, or arrange commercial finance, depending on your needs. Read more about the services that we offer, and what you can expect here.

** Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.

Retirement and pension planning

The first step to having a worry free retirement is to “get a plan”. To do this we look at your goals, aims and objectives, your concerns and more importantly what excites you in retirement.

Our expert advisers can help to:

  • Maximise Lifetime Allowance in context of pension benefits
  • Make use of Annual Allowance on contributions to pension
  • Assist with retirement planning and Inheritance Tax issues
  • Advise on how best to invest tax free lump sums

Corporate advice

We also work with a variety of different businesses and entrepreneurs across Northern Ireland and beyond, to advise on key financial planning issues affecting them and their business, including:

  • Group pensions
  • Auto-enrolment
  • Group life assurance
  • Group private medical insurance
  • Shareholder protection
  • Key person insurance
  • Income protection

For more information on any of the services mentioned above, don’t hesitate to get in touch.