Top 10 Independent (IFAs) & Restricted Financial Advisers in Finaghy

I aim to help individuals, families and businesses to reach their financial goals by personally getting to know my clients and their own unique financial needs and objectives.

I offer a local face to face service to help clients with their financial needs and goals. With 10+ years in the industry I use my knowledge, expertise and experience to help achieve a bespoke financial plan for you and your family.

I strongly believe that financial planning shouldn’t be complicated. I will work alongside you to build an individual financial plan and together we can work to meet your lifestyle goals and objectives whatever they may be.

I strongly believe that financial planning shouldn’t be complicated. I will work alongside you to build an individual financial plan and together we can work to meet your lifestyle goals and objectives whatever they may be.

I am an experienced Financial Planner with 20+ years in the financial services industry. I specialise in pensions, investments and protection and will aim to develop a tailored financial plan for you based on your individual circumstances and objectives.

Wealth management built around you - from one of the world's strongest banks.

Giving you confidence in your financial future

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

With over 22 yrs experience in financial services, I specialise in delivering tailored financial planning solutions that reflect each client’s unique circumstances, personal aspirations, and realistic financial goals—while ensuring maximum tax efficiency.

Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.