Malone Road - Belfast
I work closely with our clients to offer advice on all aspects of financial planning including protection, pensions and investments. I seek to provide guidance on retirement planning, investments, estate and succession planning. With ever-changing rules and regulations surrounding our client’s finances it has never been more relevant. With over 20 years experience my aim is to match clients attitude to risk to their investments and utilise the available tax breaks to ensure that they make the correct and efficient investment decisions. Contact me on 07525 442717 or by email on firstname.lastname@example.org or email@example.com.
Because we play by the book we want to tell you that…
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances.
The fee is up to 1%, but a typical fee is 0.3% of the amount borrowed.