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.
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?
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.
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?
We are Independent Financial Advisers based in Newry, Co Down, Northern Ireland. Our extensive, highly qualified and experienced team, specialise in various financial areas of expertise. We prideourselves on our enthusiasm and passion for our industry and are eager to advise you on the best possible money management and financial planning solutions for you, your business and your family.
Entrusting your financial interests and mortgage matters to a financial adviser can seem intimidating. That's why, when we're reviewing your financial circumstances or discussing your mortgageoptions, we'll look after your interests as though they were our own.
This often means, worrying less about comparing your investment returns to the FTSE 100, or listening to 'financial experts' who try and predict the markets or sell you the next big 'thing'. Instead,it means focusing only on your investments in the context of your Financial Plan - after all, your investment journey is the only one that matters. We are a family owned and managed practice established in 1991.
We hope you find the site both useful and informative. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can beassured the quotes you will receive will be some of the best available in today's marketplace.
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.
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.