Financial services

Pro-active, tax conscious, 'holistic' financial planning advice.

Call 028 9032 5822 or email

We offer pro-active, tax conscious, 'holistic' financial planning advice covering individual and corporate needs. Our specialists focus on provision for retirement, medical care, life assurance, savings and investment.

For specific recommendations regarding financial products we network with Independent Financial Advisors (IFAs) whom we trust to provide advice tailored to our clients needs.

For further information on our financial services offering, please contact us.