We provide bespoke wealth management advice in areas such as Protection, Retirement Planning, Investment Planning and Estate Planning to individuals and business owners across Northern Ireland. Our advice is tailored to meet both personal and/or business objectives.

Fundamentally we see our approach as one of problem-solving for clients – rather than product-selling. As a result, our clients can expect to receive the most comprehensive and appropriate advice at all times. Our work to date has been primarily with business owners, helping them with tax-efficient profit extraction and long term retirement planning. Equally, we have found that many individuals will not have a clear strategy for retirement and work should be done to evaluate their current pension provision and how capable it is to meet future needs.

We want a long term relationship with our clients, we want to guide them and be part of their journey!