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David Kirkpatrick Associates

Restricted - Whole of Market  David Kirkpatrick Associates, County Antrim, Ballyclare, BT39 9AA
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FCA authorised
Last authorised 26th July 2021
We stand by our business motto and "Facias res recta" - DO THE RIGHT THING!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Ciaran Rea DipPFS
Financial Planner
MR David Kirkpatrick Cert PFS Certs CII (MP & ER)
Consultant
About us

Established in 1987 by David Kirkpatrick who has 40 years experience in Financial Services.

David Kirkpatrick is responsible for all aspects of protection advice (personal and business) and mortgage advice (residential, buy to let and commercial).

Ciaran Rea is responsible for all aspects of wealth management, specialising in pension and investment advice.

Our services

We spend all the time necessary to make sure that you fully understand our advice, we will answer all of your queries and concerns before (and after) you implement the recommendations contained in our advice.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

David Kirkpatrick Associates, 51A-51B Main Street, County Antrim, Ballyclare, BT39 9AA

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