Employee Benefits


Emplyoyee Benefits - Independent Financial AdvisorsWhether you face changes in your company’s circumstances, changes in market conditions or the new legislation of 2012 when it is proposed that employers will gradually become obliged to contribute towards their employees retirement benefits, we will work with you to enable you and your staff to react appropriately – and with confidence!

Give us a call on 028 9131 0342 or drop us an e-mail.


Our Business Partners

We appreciate that you and your business have wide varying needs, not just within our areas of financial planning, so we are delighted to introduce our chosen business partners who we highly recommend in the areas of commercial insurance, commercial finance, and all matters legal.

John McKee - Solicitors

Lockton - Insurance Brokers

Upstream - Working Capital

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