What our clients say
I first met Ian in 2011, I had had some 5 years of being messed around by my pension provider regarding transferral of a private pension into my civil service scheme. Ian managed to prove that my private pension had been missold to me eventually the pension company paid over x5 the current fund value into my civil service scheme. Ian was efficient,courteous and professional throughout. There was no doubt that he cared I am glad he was in my corner!
Over the years Ian has provided very sound advice in a number of areas including protection, our private pensions and most recently with our workplace pension arrangements. Always approachable and professional Ian’s input is greatly appreciated within the family and indeed our company. No hesitation in making a recommendation.
Ian has been my financial planner since 2009. In the immediate aftermath of the financial crisis I felt I needed specialist wealth management advice as I had built up a diverse investment portfolio over the years. I have found Ian’s stockbroking and financial planning skills and experience invaluable. This technical knowledge combined with a very personable client service ethic makes Ian an adviser I would have no hesitation in recommending.
Unbiased - Jargon Free - Local Advice (With a smile!)
We are a firm of forward looking independent financial advisers. We provide holistic financial advice whereby we consider all aspects of your financial situation to help you achieve your goals.
We are a firm of fully independent financial advisers with many years experience of providing first class, professional, jargon free advice on insurance, pensions and investments to personal as well as corporate clients. We have offices in Bangor Moira and Newtownabbey and offer full coverage of Northern Ireland. Advice can be given at one of our offices or in your own home - its entirely up to you!
We are paid via commission and/or fees - these will be discussed at the initial face to face meeting which is always free of charge.