Financial Planning Lisburn, Northern Ireland

We offer a comprehensive financial planning service for all your investment and protection needs:

Pension Planning
When do you want to retire and how much income will you need?

Life Assurance 
How much cash would your family need to maintain their current lifestyle if you die prematurely?

Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?

Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?

We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services such as viewing your policies and portfolios securely on the site but we would welcome your feedback not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.

If you do have any suggestions please e-mail us or use one of our contact forms.

For a copy of our latest Client Agreement, please click here.

For a copy of our latest Privacy Notice, please click here.