WHAT WE DO

Financial solutions for you or your business!

We believe in building strong, long lasting relationships with our clients. We aim to help you achieve your financial goals and aspirations, from protecting you and your family, saving and investing for the future, planning your retirement and preserving your wealth for future generations.

We are a Financial Planning Practice with our head office just off Junction 10 on the outskirts of Lurgan. We have financial advisers based throughout Northern Ireland.

Retirement Planning

Life Assurance & Critical Illness

Savings & Investments

Health & Home Insurance

Property Mortgages

Income Protection

WHAT WE DO

Financial solutions for you or your business!

We believe in building strong, long lasting relationships with our clients. We aim to help you achieve your financial goals and aspirations, from protecting you and your family, saving and investing for the future, planning your retirement and preserving your wealth for future generations.

We are a Financial Planning Practice with our head office just off Junction 10 on the outskirts of Lurgan. We have financial advisers based throughout Northern Ireland.

Retirement Planning

Life Assurance & Critical Illness

Savings & Investments

Home Mortgages

Health & Home Insurance

Income Protection

Financial Solutions for Individuals

We aim to help you achieve your financial goals and aspirations, from protecting you and your family, saving and investing for the future, planning your retirement and preserving your wealth for future generations.

Financial Solutions for Businesses

Business Protection Insurance provides an all important safety net for all types of businesses. We believe that businesses of all sizes should consider Business Protection Insurance as part of the business plan from the first day of trading.

Working with our clients, not for them!

Advisory

Our team can advise on investment, mortgage, insurance and staff benefits allowing our clients to implement these effectively.

Management

We are able to advise, implement and manage any solutions that we recommend whether investment, mortgage, insurance or staff benefits.

We are the right fit to manage your Financial Planning, Insurance and Asset Management

With over 100 years collective experience, we have specialised in providing a range of services for individuals, businesses and their staff.

Let’s talk about your financial goals

We would love to introduce you to our team of advisors.