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Help secure your financial future with expert financial advice in Jordanstown. IQ&Co offers personalised financial planning, including investment planning, retirement planning and protection advice.
Our experienced advisers provide clear, tailored guidance to help you achieve your long-term financial goals.
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.
Every financial journey is different. That's why our advisers take the time to get to know you, your goals and your circumstances before recommending a personalised financial plan. Whether you're saving for the future, planning for retirement, investing or protecting your loved ones, we're here to help you make informed decisions with confidence.
Whether you're reaching a major milestone or simply looking ahead, financial advice can help you plan with confidence. Many clients come to us when buying a home, growing their family, preparing for retirement, receiving an inheritance or selling a business, but ongoing financial planning can provide value at every stage of life.
Yes. Whether retirement is approaching or still some way off, our advisers can help you review your pensions, understand your retirement income options and build a plan that gives you confidence about the future. We'll also ensure your retirement strategy fits with your overall financial objectives.
Yes. Our advisers can review your current pensions and explain how they're performing, whether they're still appropriate for your circumstances and how they fit into your overall retirement and financial plans.
Yes. We take the time to understand your goals before recommending an investment strategy that's right for you. Your adviser will consider your attitude to risk, investment timescales and future plans, helping you build long-term financial security.
Yes. Our advisers support business owners and professionals with financial planning that's tailored to both their personal and business needs. From protecting your business and planning for succession to preparing for retirement, we'll help you build a strategy that supports your long-term goals.
Appointments with Jordanstown 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.
