Latest News

Saving for retirement

  It’s easy to push saving for your retirement to the back of your mind. Future events have a habit of feeling very distant, until they arrive. It can be a difficult thing to keep track of too; with nobody helping you along the way or checking up on your savings, putting a retirement plan...

Love yourself, love your finances

  We’ll be the first to admit that your personal finances aren’t the easiest thing to fall in love with. It can be easy to bury your head in the sand when it comes to both your regular expenditure and investments.

First time buyer guide

  So, you want to buy a place of your own? Our First Time Buyer Guide explains each step of the buying process, from start to finish.

How safe an option is equity release?

  Are you left wondering whether equity release is safe, and whether it is the right option for you?

Converting a Help to Buy ISA to a Lifetime ISA

  With help-to-buy ISAs being phased out on 30th November 2019, many people are considering transferring their funds into a Lifetime ISA.

The fight against pension scammers

  For those who want to stay safe in the fight against the efforts of pension scammers, help is out there. It’s just as well because such help is in high demand.

Enter our competition

  **We are running an exciting competition with The Dunadry Hotel** ENTER TODAY to be in with a chance of winning an overnight stay for 2 people.

Belfast 50 Plus Expo

  We will be exhibiting at the 50 Plus Expo on Friday 15th and Saturday 16th February and would love to see you there! Event details have been listed below. To register CLICK HERE.

Northern Ireland Healthcare Conference and Expo

  We are excited to announce that Michael Guilfoyle will be presenting at the ‘NI Healthcare Conference and Expo. Michael is an independent adviser with Fairstone, the UK’s largest Chartered financial planning firm. He specialises in providing advice to the medical profession and has over 20 years’ experience, originally starting his career with the British...

The fight against pension scammers

  For those who want to stay safe in the fight against the efforts of pension scammers, help is out there. It’s just as well because such help is in high demand.