As a second generation family business, we understand the complex issues affecting families, business owners and entrepreneurs. Using our wealth of experience and expertise, we help our clients make smart decisions with their money, proving clarity, confidence and peace of mind.
We are one of only 10 firms in NI to achieve the highly exclusive award of Chartered Financial Planning Status. We are independent, providing completely impartial advice, ensuring we sit firmly on the side of our clients, helping them make important financial and planning decisions in reaching their goals. As trusted advisers we currently manage approximately £130 million of clients' money.
56 Bachelors Walk, Lisburn, BT28 1XN
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