We believe business is built on relationships

The financial planning we offer can complement the range of client services you provide. Our combined expertise can add an extra dimension to both of our business’ and form a mutually beneficial relationship.

We believe business is built on relationships
We help thousands of people every year with their financial planning and with your help we would like to help more, whilst helping you increase your service offering and bottom line.

Working together for mutual clients

We help thousands of people every year with their financial planning and with your help we would like to help more, whilst helping you increase your service offering and bottom line.

Inspiring client confidence

With a large branch network locally owned and staffed throughout Northern Ireland, we are a trusted brand with a highly skilled and trained workforce best placed to assist you and your clients. The combined expertise of your business and ours can reassure your clients that their financial decisions are timely, well-informed and supported by trusted professionals with their best interests at heart.
Inspiring client confidence

Contact us

Got a question? Contact us and one of our qualified Financial Advisers will be in touch to see how they can help you.

MortgageIQ

For a mortgage that really pays off.

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.

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