Wealth Management and Financial Planning focused on your future
028 7035 1164
Your Future Secured
We provide specialist financial planning for business owners, executives, and those in or near retirement. What that looks like in practice depends on where you are in life — but the goal is always the same: give you complete clarity on your financial position, build a plan that reflects what matters to you, and stay proactively involved so that you never have to worry about whether things are in order.
For Business Owners
Running a business creates financial complexity that most advisers aren’t set up to handle well. We understand the mechanics of director remuneration, pension planning through a limited company, extracting value tax-efficiently, and structuring for the long term — whether that’s a future exit, a holding company, or simply making sure retained profits are working as hard as you are.
If you’re a business owner and you’re not sure whether your finances are as well-structured as your business, that’s exactly the conversation we should be having.
For Those Approaching Retirement
The five to ten years before retirement are the most important financial planning years of your life. We help you model the numbers properly — pension pots, income streams, state entitlements, ISAs, investments — and give you a clear, evidence-based answer to the question you’re really asking: can I afford to stop, and when?
We also help you structure your assets for the transition, so that when the moment comes, everything is in place and there are no surprises.
For Those Already Retired
In retirement, good financial planning means making sure your assets are invested appropriately, drawn down tax-efficiently, and structured to last. We also work with retired clients on passing wealth to the next generation — whether that’s through gifting strategies, trust structures, or planning around inheritance tax.
Our retired clients tell us that the biggest value we provide isn’t a single piece of advice — it’s knowing that someone is watching, thinking ahead, and will tell them when something needs attention.
What working with us
looks like
We start with a conversation — no forms, no jargon, no pressure. We want to understand what’s happening in your life, what you’re hoping to achieve, and what’s keeping you up at night financially. From there, we build a clear picture of where you are today and develop a plan for where you want to be.
Once we’re working together, you’ll hear from us regularly — not just at annual review time. We keep an eye on your plan, flag anything that needs attention, and reach out when circumstances change. You won’t need to chase us.
Most clients tell us that the biggest shift isn’t a particular investment decision — it’s the relief of knowing that someone qualified and trustworthy is on top of things.
Opinions featured in
We contribute regularly to a number of key publications throughout the UK and Ireland.
The Awards
- 2019
Professional Adviser Awards
Finalist - 2016
Professional Adviser Awards
Finalist - 2015
Professional Adviser Awards
Adviser of the Year
Scotland & Northern Ireland -
2014
Unbiased Media Awards
Young Financial Adviser of the Year (Commended) -
2013
Vouched For
Best rated firm (4.9/5)
County Londonderry/Derry
Gibson
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