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Help secure your financial future with expert financial advice in Ballyclare.
IQ&Co offers personalised financial planning, including investment planning, retirement planning and protection advice. Our experienced advisers provide clear, tailored guidance to help you achieve your long-term financial goals.
I am a corporate and personal financial planner providing financial advice to both individuals and companies. This includes providing advice and guidance to companies on business wills, shareholder protection, key man insurance and the legal agreements required to sit alongside these types of arrangements*.
I specialise in high net worth wealth management on behalf of my clients and provide advice on mortgages, protection, pensions, investments and inheritance tax planning. I have nearly 20 years' experience in the industry and enjoy working and helping clients achieve their financial goals by providing personal, face-to-face advice.
We provide a wide range of services whether you are looking to build, grow, preserve or protect your wealth.
Our investment planning advice services are designed to help grow wealth and protect against inflation.
Our retirement planning advice and services give you help to make the most of your retirement opportunities.
Here to ensure that, when it comes to protecting your estate, you’ll get all the help, advice and support you need.
We help families consider how their wealth can work harder for the benefit of the whole family.
Will Writing, Philanthropy and charitable giving.
We have a team of expert Mortgage Advisers to help with all things mortgages.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
Running a business can be stressful. We will ease some of the pain with our range of services designed for the corporate world.
Learn more about how to protect your business and future succession planning.
Benefits can play a key role in recruiting and retaining high-calibre employees.
Learn about your obligations and corporate pension solutions for you and your employees.
Find out more about simple, acceptable, tax mitigation steps a company owner can take to reduce their Corporation Tax liability.
Our financial advisers provide personalised advice to help you make confident financial decisions today and for the future. Whether you're planning for retirement, investing to grow your wealth, protecting your family or reviewing your existing financial arrangements, we'll take the time to understand your goals and create a financial plan that's tailored to you.
People often seek financial advice during important life milestones, such as buying a home, starting or growing a family, planning for retirement, receiving an inheritance or selling a business. However, financial planning isn't just for major life events. Regular reviews can help you stay on track, adapt to changing circumstances and make the most of opportunities as they arise.
Yes. Our advisers can help you understand your pension options, review your existing arrangements and estimate your potential retirement income. We'll work with you to create a personalised retirement plan that supports the lifestyle you want while ensuring it aligns with your wider financial goals.
Yes. As part of our financial planning service, we can review your existing pension arrangements to help you understand how they're performing, whether they remain suitable for your needs and how they support your long-term retirement goals.
Yes. Our Ballyclare advisers work with you to create an investment strategy that's tailored to your financial goals, attitude to risk and investment timeframe. We provide ongoing support to help keep your plan aligned with your changing needs and long-term objectives.
Yes. We work with business owners, company directors and professionals across Ballyclare and the surrounding areas. Our advisers can help with business protection, succession planning, retirement planning and personal financial planning, ensuring your business and personal financial goals are aligned.
Appointments with Ballyclare Financial Advisers can be arranged face-to-face, virtually or by phone depending on preference.
Talk to one of our experienced, local advisers to help find your best deal and make mortgages easier for you.
Your home may be repossessed if you do not keep up repayments on your mortgage.
