Ashtree Financial Services

Independent Financial Adviser 2 Ashtree Enterprise Park, Rathfriland Road, Newry, Co Down, BT34 1BY
FCA verified
10th June 2019
At Ashtree, we listen to our personal and corporate clients to understand their objectives and deliver cost-effective, tax-efficient solutions.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Gary Neill ACII, APFS
Chartered Financial Planner
Where to find us

2 Ashtree Enterprise Park, Rathfriland Road, Newry, Co Down, BT34 1BY

About us

Ashtree Financial Services is the financial planning division of the multi award-winning Autoline Insurance Group. With our HQ in Newry, Co Down, and branch offices in Coleraine, Ballymena, Downpatrick and Enniskillen, we can provide our clients with a truly province-wide service, backed by the reassurance of doing business with one of N. Ireland’s leading, independent insurance brokerages.

Our services

Whatever your starting point, we can help you to accumulate, protect and enjoy your wealth. We specialise in Inheritance Tax planning, tax-efficient investment strategies and pension planning to ensure that our clients receive maximum benefit from the tax allowances available. Via our corporate advisory division, Ashtree Corporate Solutions, we provide specialist services to the owner-managed business sector in: Business Protection & Succession Planning, Self-administered & Self-invested Pensions, Employee Remuneration Strategies, Workplace Pensions and Employee Benefits.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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