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Our financial advisers provide expert, personalised advice to help you make informed financial decisions for today and the future.
Whether you're planning for retirement, investing for your future, protecting your loved ones or reviewing your current financial arrangements, we'll take the time to understand your goals and create a financial plan that's tailored to your individual needs.
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 financial advisers provide expert, personalised advice to help you make informed financial decisions for today and the future. Whether you're planning for retirement, investing to grow your wealth, protecting your loved ones or reviewing your current financial arrangements, we'll take the time to understand your goals and create a financial plan that's tailored to your individual needs.
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.
Many people seek financial advice during significant life events, such as buying a home, growing their family, planning for retirement, receiving an inheritance or selling a business. However, financial planning can benefit you at every stage of life, helping you adapt to changing circumstances and stay focused on achieving your long-term financial goals.
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.
Yes. Our advisers can help you understand your pension options, review your existing arrangements and estimate your potential retirement income. Together, we'll create a personalised retirement strategy that supports the lifestyle you want while complementing your wider financial plans.
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.
Yes. We can review your existing pension arrangements as part of a comprehensive financial planning service. We'll help you understand how your pensions are performing, whether they remain suitable for your objectives and how they fit into your long-term retirement plans.
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.
Yes. Our Comber advisers work closely with you to develop an investment strategy that reflects your financial goals, attitude to risk and investment timeframe. We'll continue to review your plan to help ensure it remains aligned with your changing circumstances and long-term objectives.
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.
Yes. We work with business owners, company directors and professionals across Comber and the surrounding areas. Our advisers can provide guidance on business protection, succession planning, retirement planning and personal financial planning, helping to align your business ambitions with your personal financial goals.
Appointments with Comber 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.
