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.
The Mission of the Credit Union is to promote the financial well being of its members. To achieve this purpose the Credit Union is committed to providing a broad range of innovative financial productssupported by the excellent service of a dedicated, well-staff. These programs will be administered in accordance with sound management practices to maintain the financial strength of the Credit union.
Our job as financial planners is not to guarantee future returns or to try and second-guess which investments will perform best - after all, we don't have a crystal ball. Our job is to use ourknowledge, skill and experience to maximise the chances of you achieving your aims and objectives. We use a robust, repeatable and proven investment process that makes use of a host of expertise.
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.
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.
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.