Asm Financial Planning Ltd

Independent Financial Adviser 5 Pilots View, Heron Rd Belfast, Belfast, County Antrim, BT3 9LE
Response rating
7.0 /10
FCA verified
12th August 2019
Established in 1999 our reputation has been built on providing straightforward and jargon free advice to individuals and businesses.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Haydn Gibson Dip PFS
Managing Director
Keith Storey APFS
Director
Accreditations
Chartered Financial Planner
Brian Craig Dip PFS
Director
Luke Robinson B.Sc (HONS) Dip PFS
Financial Advisor
Fiona McKee Dip PFS
Senior Consultant
Accreditations
Chartered Financial Planner
Clem Bassett
Senior Consultant
Where to find us

5 Pilots View, Heron Rd Belfast, Belfast, County Antrim, BT3 9LE

Make an enquiry
About us

Many different forms of financial advice are available - we are Independent Financial Advisors and can recommend products from the whole of the market. Financial advice only becomes meaningful when given both professionally and personally. Our advice is based on our understanding of clients' current and anticipated circumstances and is clear, concise and innovative.

We provide clients with financial solutions throughout their lifecycle by taking into account their current circumstances needs, wants and aspirations.

We factor in a proactive review service to help you monitor the progress of your financial plan.

All charges will be clearly detailed in our client communications. We can be remunerated for our time by fee or by the product charge incurred when providing financial advice.

Our services

We build long term client relationships by making sense of the array of financial products available when helping clients achieve their financial goals.

Financial advice only becomes meaningful when given both professionally and proactively. Our advice is based on our understanding of current and anticipated circumstances and is clear, concise and innovative.
We use our experience and expertise to provide sensible and cost effective solutions.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

We have robust internal compliance processes which are a core part of our client processes. This includes our on going client contact programme which is designed to keep you up to date with changes in financial markets and to proactively review your financial plan.

In addition to our own compliance processes we have routine checks completed by our external compliance provider. We have an exemplary complaints record.

All charges are clearly detailed in our client communications, we can be remunerated fee or by product charge for our time incurred providing initial and ongoing financial advice.

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