About you

Are you seeking a financial planning partner for life?

We’ve been helping families in Newry and across County Down, County Armagh and County Antrim for many years now. In that time, we’ve honed our expertise to focus on people who are:

Business owners
Approaching retirement
In retirement

Helping you to prepare for the future

For people with young families, it can be hard to find the time to stop and think about your financial future. We work with people who are ‘doing okay’ with their money but want to feel confident that they are doing enough to save for their, and their children’s futures.

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Helping you to buy your dream home

We help all kinds of people to secure the best mortgage for their needs. As we are whole of market mortgage advisers, we are independent from banks and building societies. This means that we can find the best mortgage deal for you.

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Helping you make the most of your business

Business owners are often unaware of all the ways their company can positively benefit their personal finances. With tax-efficient options for investing and contributing to your pensions, we can advise on the best ways to grow and protect your wealth.

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Helping you decide when and how to retire

For many people in their 50s and 60s, a big concern is how they will fund their retirement. We work with people from all walks of life who have built up their pension ‘pot’ and want to know if it will provide them with the retirement they want!

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Helping you to enjoy your retirement

For people who have retired, a big concern is whether their wealth will be enough to see them through. We work with people who have a pension ‘pot’ and want to enjoy this stage of their lives as much as possible.

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These are the types of people who benefit the most from our financial planning expertise. If this sounds like you, please do get in touch for a no obligation conversation about your current situation and where you want to get to with your finances.

Fancy a chat?

If you have a mortgage or financial enquiry or would like to learn more about financial planning, we’d be delighted to have a chat with you.