I've been working in financial services since 2003, and set up Ballymena Investment Centre Ltd in 2008. We are part of the Intrinsic Group which is a network of over 3500 advisers which was acquired in July 2014 by Old Mutual Wealth (a FTSE 100 company). The business goes from strength to strength thanks to the trust placed in us by our growing client base. Our clients like the fact we work with a strong panel of providers who provide discounts to our clients not normally available to IFAs. On occasion when a client's needs are not met by a panel provider we are able to search the whole market to obtain the best provider/product solution. This therefore gives us the best of both worlds and ensures our clients needs are always met. The first meeting is at our expense and provides the opportunity to sit down, discuss your needs and get to know you in a relaxed environment.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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