In a similar way to most professions, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise oncertain areas of advice. Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist.
As established, reputable Finance Brokers, we provide a comprehensive range of asset funding options. Our services allow you to acquire the vehicles or equipment necessary for your business tofunction. Our aim is to provide you with the funding to acquire the assets you need to make your business successful.
Gary is both a Chartered Financial Planner and a Certified Financial Planner. He provides financial planning advice and directly manages relationships with our valued clients. Gary is keen to deliveran excellent service and exceed client expectations where possible. Gary lives in Warrenpoint with his wife, Brenda and 3 children. The family take up much of his personal time, though he still manages the occasional round of golf at Kilkeel Golf Club where he is a long-standing member.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andyour dependents. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Clare's career in Financial Services began in 1994. Since then she has gained experience in many areas of finance including: Banking, Estate Agents, Management, Underwriting, Mortgage Advice andFinancial Advice. Clare is a fully qualified Financial Advisor with the Chartered Insurance Institute and has an honours degree in Business and Management. Clare also plans to be fully Diploma qualified by the end of 2014.
At North Financial Management LLP we believe that professional and true independent advice can provide significant value to individuals and businesses. It is because of this strong belief that weprovide a comprehensive ongoing review service, with the aim of building strong, long standing relations with our clients based on mutual trust.
The fair treatment of all customers is central to the operating of our business and our beliefs. We strive to provide our customers with the most competitive blend of premiums and benefits all backedup by the highest levels of service. Products offered by Sugar Island are designed to meet each individuals needs. Are you looking for Mortgage or Remortgage advice in Northern Ireland? Are you looking for a Life insurance quote? Would you like a critical illness quote?
Hills Financial Planning is owned by David Hill, an Accountancy Graduate from Queens University with over 17 years experience in Financial Planning. David is one of the few advisers to be qualified asa Certified Financial Planner and as a Chartered Financial Planner, the highest level of Financial Planning qualification in the industry. Hills Financial Planning specialise in professional investment portfolio construction and Inheritance Tax planning.
Richard Hamilton is an Independent Financial Adviser and started Umbrella Financial Planning in 2009. Richard has over 15 years experience of giving financial advice to local personal and businessclients. Having worked as a tied adviser for Ulster Bank and Abbey National for many of these years, Richard strongly believes in the advantage of seeking independent advice, ensuring that his clients get access to the best products and best prices in the market place.
Fortress Financial Services is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial ConductAuthority. Kenneth has been involved with Financial Services since 2005, firstly based in Limavady before moving to Carrickfergus as a Multi-tie Representative in 2006.
Patterson Kelly Partnership Ltd is a Mortgage, Life Assurance and General Insurance brokers, although our head office is based in the beautiful city of Armagh we have clients all over the north ofIreland. PKP Ltd is an appointed representative of Personal Touch Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority.
Finance Matters NI is one of the most highly qualified and respected independent Financial Planning consultancies in the Northern Ireland market. We pride ourselves on providing a proactive servicewhich prioritises our clients' financial well-being. This is delivered with meticulous attention to detail, efficient reporting and communication and our signature personal touch.
At Hughes Financial Services we have over 30 years experience so you can relax and trust that you are in safe hands. We have a team of highly trained and experienced Independent Financial Advisers toguide you and ensure your financial plans enable you to achieve your life goals. The experience we have gained over 30 years enables us to provide bespoke advice to meet your own very personal needs so that you can relax and enjoy life to the full.
Our goal is ultimately to give you complete peace of mind about your financial future. Our expert team can subsequently help reduce what you pay in tax and increase what you have to spend on thethings you enjoy, while ensuring you never run out of money.
Platinum Financial Planning Ltd., established in 2004, is a team of independent financial advisers (IFA's) and wealth managers, offering advice to a broad range of mid to high net worth individuals,companies, trustees, directors and staff. From mortgages, to protection, and from Pensions to Investments, Platinum Financial are able to offer specialist advice in each of these areas, provided by a team of qualified and professional consultants.
Alan Reid Financial Services (NI) Limited are an established firm of Independent Financial Advisers based in Hillsborough County Down Northern Ireland. Pension Planning - When do you want to retireand how much income will you need? Life Assurance - How much cash would your family need to maintain their current lifestyle if you die prematurely? Income Protection - Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Priory Financial Planning Ltd is a firm of Independent Financial Advisers based in Holywood, Co Down. The directors are Neill Hamilton, David Bingham and Chris McIlroy. We provide advice to bothindividuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
At Ralston Bennett Financial Planning we have a team of highly trained and experienced Independent Financial Advisers to guide you and ensure your financial plans enable you to achieve your lifegoals. The experience we have gained for over 25 years enables us to provide bespoke advice to meet your own very personal needs so that you can relax and enjoy life to the full.
Established in 2003 we have built up a solid reputation based on providing each client with a personal service. We cater for clients throughout the UK and have existing client relationships withclients throughout Northern Ireland, England, Scotland and Wales. We understand that everyone's different, and that's why our financial planning approach is as individual as you.
At From Acorns we aim to help you feel comfortable with setting goals in your life and then set a financial plan in place to achieve those goals. At From Acorns we strive to provide a first classfinancial planning service and make our offering as transparent as possible to help you make your decision.