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Help to secure your financial future with expert financial advice in Newtownards.
We provide personalised financial planning tailored to your goals, including protection advice, saving, investment and retirement planning to give you confidence in your future.
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.
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 in Newtownards 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 in Newtownards help you make confident, informed decisions about your money—both now and for the future. Whether you’re planning for retirement, investing for long-term goals, protecting your family or reviewing existing arrangements, we take the time to understand your circumstances and create a personalised financial plan tailored to your 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 key life events such as buying a home, starting or growing a family, approaching retirement, receiving an inheritance, selling a business or reviewing their long-term financial plans. However, financial planning can be valuable at any stage of life, helping you stay on track and make the most of future opportunities.
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 arrangements, estimate your potential retirement income and create a strategy designed to help you achieve the retirement lifestyle you want. We can also review how your retirement plans fit alongside your wider 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. In Newtownards, we can review your existing pension arrangements as part of a broader financial planning discussion. This can help you understand how your pensions are performing, whether they remain suitable for your objectives and how they fit into your 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.
Our Newtownards-based advisers work with you for investment planning aligned to your personal objectives, attitude to risk and timescales. We focus on building a plan that supports 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. We work with business owners, company directors and professionals across Newtownards and Northern Ireland. We can help with areas such as business protection, succession planning, retirement planning and broader personal financial planning, ensuring your personal and business objectives work together.
Appointments with Newtownards 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.
