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Looking for trusted financial advisers in Ballymena?
IQ&Co provides personalised financial planning, including investment planning, retirement planning and protection advice. Our experienced advisers deliver tailored guidance to help you build and protect your wealth while achieving your long-term 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.
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 experienced financial advisers help clients make informed decisions about pensions, investments, retirement planning and wealth management. By taking the time to understand your individual circumstances and long-term objectives, we'll create a personalised financial plan designed to help you achieve your goals, both now and in the future.
Many people seek financial advice when experiencing significant life changes, including buying a home, starting a family, planning for retirement, receiving an inheritance or selling a business. Professional financial planning can also benefit you throughout every stage of life, helping you review your goals, adapt to changing circumstances and build long-term financial security.
Yes. Our financial advisers provide expert retirement planning and pension advice, helping you review your existing pensions, understand your retirement income options and develop a personalised strategy to achieve your retirement goals. We'll also consider how your retirement plans fit within your wider financial plan.
Yes. Our financial advisers can review your existing pensions as part of a comprehensive financial planning review. We'll assess whether your pension arrangements remain aligned with your retirement objectives and wider financial goals, helping you make informed decisions about your futur
Yes. Our financial advisers provide personalised investment advice, helping you develop an investment strategy based on your financial objectives, attitude to risk and investment timescales. We'll work with you to create a long-term financial plan that's regularly reviewed as your circumstances evolve.
Yes. We provide financial planning for business owners, company directors and professionals, offering advice on business protection, succession planning, retirement planning and wealth management. Our advisers will help ensure your business and personal finances work together to support your long-term objectives.
Appointments with Ballymena 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.
