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Secure your financial future with expert financial advice in East Belfast. IQ&Co offers personalised financial planning, including saving & investment planning, retirement planning, and protection advice. Our experienced advisers provide clear, tailored guidance to help you 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.
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.
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.
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.
A financial adviser can help create a structured plan around pensions, investments, protection and retirement goals. Advice is tailored to your circumstances and future 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.
Many people seek advice during major life stages including buying a home, starting a family, business growth, retirement planning or receiving inheritance.
Yes. IQ&Co advisers help clients understand pensions, projected retirement income and 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. Existing pensions can be reviewed as part of broader financial planning discussions.
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.
Our East Belfast advisers support clients looking at investment strategies aligned to personal objectives and risk preferences.
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 directors, business owners and professionals on wider financial planning considerations.
Appointments with East Belfast 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.
