Areas we serve

Independent Financial Planning Advisor

As a UK regulated firm we are authorised to give advice in all areas of the UK. We are based in Belfast Northern Ireland. We have clients in Belfast, Downpatrick, Newtownards, Holywood, Newtownabbey and Lisburn. We also cover the North Coast and have clients in Coleraine, Portstewart, Ballycastle and Carrickfergus.

We have also clients in Manchester and London. We are happy to see clients in Liverpool and Manchester as we believe we can offer a very good value for money service which is very competitive against city based firms. Please contact us for details.