Partner Practice of St. James's Place Wealth Management
I am Managing Director of IQ & CO Limited and Mortgage IQ and I provide holistic financial advice to both individuals and companies.
I specialise in developing bespoke strategies to build and preserve the wealth of my clients over many years. I provide advice on mortgages, protection, pensions, investment and inheritance tax planning. As well as shareholder protection, key-man cover and the trusts* that sit alongside these for my corporate and self employed clients.
After graduating from Queen's University Belfast and joining Halifax Plc on their graduate scheme I have nearly 15 years experience in the financial services industry.
I am passionate about helping my clients achieve their financial goals by providing personal face to face advice and meeting as regularly as my clients require to review any changes to their circumstances. I am currently studying for chartered status.
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.
*Trusts are not regulated by the Financial Conduct Authority.
Contact Angela Forsythe DipFA & CeMap - Managing Director
Tel: 02890 428 000
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
IQ&Co Limited is registered in England and Wales, Number NI645266. Registered Office: 1st Floor, 45 High Street, Holywood, Northern Ireland, BT18 9AB.