MENU
MENU
Plan for the future with confidence through expert financial advice in Antrim.
IQ&Co provides personalised financial planning, from investment and retirement planning to protection advice, helping you make informed decisions and achieve your financial goals.
I joined the IQ & Co team in 2015 and work in the Holywood office as a financial adviser.
I began my career in financial services with Halifax in 1984, now bringing over 30 years' experience in the Bancassurance industry to my role within IQ & Co. Having initially worked for a few years in various departments within Halifax gaining valuable industry experience and knowledge, I moved into the role of Halifax Mortgage Adviser. In 1998 I began to work as a Halifax Personal Financial Adviser, where the range of advice I provided included investments and pensions and I remained in this role until leaving Halifax and joining Mortgage IQ in 2015.
I hold a number of Institute of Financial Services qualifications including Diploma for Financial Advisers (DipFA) and Certificate in Mortgage Advice and Practice (CeMAP). I have a wealth of expertise and knowledge in all aspects of wealth advice and really enjoy helping customers achieve their financial objectives.
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 advisers work closely with you to build a personalised financial plan which helps you plan for retirement, grow your investments, protect your family and aims to support you to achieve your long-term financial goals with confidence.
Life is full of changes, and your financial plan should evolve with you. Whether you're buying your first home, welcoming a new family member, planning for retirement, receiving an inheritance or selling a business, our advisers can help you make informed decisions. Even if you're not facing a major life event, regular financial planning can help keep you on track to achieve your long-term goals.
Yes. Planning for retirement doesn't have to be complicated. Our advisers will help you understand your pension arrangements, explore your retirement income options and create a strategy that's tailored to your goals, giving you confidence that your finances will support the lifestyle you want in retirement.
Yes. We can review your current pension arrangements, explain how they're performing and discuss whether they're still suitable for your goals. We'll also look at how your pensions fit into your wider retirement and financial plans.
Yes. Whether you're investing for growth, income or future financial security, our advisers will create a personalised investment strategy based on your objectives, attitude to risk and investment horizon. We'll continue to review your plan to help ensure it remains aligned with your long-term goals.
Yes. Running a business brings unique financial challenges and opportunities. Our advisers work closely with business owners and company directors to provide tailored advice on business protection, succession planning, retirement planning and personal wealth management, helping you build financial security for both your business and your family.
Appointments with Antrim 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.
