David Kirkpatrick Associates

Financial Adviser (Restricted Whole of Market) David Kirkpatrick Associates, 51A-51B Main Street, County Antrim, Ballyclare, BT39 9AA
FCA verified
13th August 2018
We stand by our business motto and "Facias res recta" - DO THE RIGHT THING!
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Estate planning
    • Taxation planning
    • Long term care
    • Wealth management
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
David Kirkpatrick Cert PFS Certs CII (MP & ER)
Consultant
adviser-person
Ciaran Rea DipPFS
Financial Planner
Where to find us
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.

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

David Kirkpatrick Associates is authorised and regulated by the Financial Conduct Authority FCA Number 456832.

You can check this on the FCA’s Register by visiting the website www.fca.org.uk/register or by contacting the FCA on 0800 111 6768.

Our Commitment to You

Prior to providing you with any advice we will take time to understand your current needs, circumstances and attitude to risk. Any advice provided will be confirmed to you in writing.

Client Classification

David Kirkpatrick Associates classifies all clients as ‘retail clients’ for investment business and ‘consumers’ for non-investment insurance business which means you are afforded all protections under the rules of the Financial Conduct Authority (FCA). Should you wish to be classified differently for investment business, please discuss this with your adviser. Your adviser will inform you should your circumstances dictate that we would need to classify you differently for non-investment insurance business.

Please note that should you wish to be considered as a different category of customer for investment business, such as a professional client or eligible counterparty you must inform us in writing. We will provide you with a new client agreement and you may lose a number of protections which will be outlined in that new agreement.

Methods of Communication

Unless you advise us otherwise, we will communicate with you via the following methods of communication, Face to Face, E-mail, Telephone, Letter & Fax.

Investment and Non-Investment Insurance Services

David Kirkpatrick Associates is permitted to advise on and arrange (bring about) deals in investments and non-investment insurance contracts.

Transactional Only with regard to investments and non-investment insurance contracts which we have arranged for you, these will not be kept under review unless we agree otherwise with you; but we will advise you upon your request.

With service provision we will provide services to you as

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