Wealth Management and Financial Planning focused on your future
028 7035 1164
Your Future Secured
We provide a specialist service focused on helping business owners and senior executives achieve financial independence and on clients rapidly approaching the transition to retirement. We are one of a handful of companies to have attained Accredited Financial Planning Firm™️ status, the gold standard in financial planning. Only three firms in Northern Ireland have attained this standard.
Together we'll develop your personal strategy for growing the wealth of you and your family.
Working with us will free you up to focus on your business, work, those you love and support and the things you are most passionate about.
We know that trust is earned and we'll work with you to build a long term relationship that's based on clear, impartial and independent financial advice, entirely focused on how your wealth can enable you to live out your highest values now and into retirement.
Are you managing your money in a way that improves your life?
When we first meet we will get a sense of what’s important to you, what’s happening with you now and what you might find daunting or exciting about your financial future as it’s unfolding.
Life is full of possibilities and these are more likely to be realised when we bring order to your finances and make sense of all the accumulated ‘bits’ of your financial life.
