Retirement Planning


Do you have a plan for your retirement?

Retirement Planning - Independent Financial AdvisorsIt’s estimated that this very question pops into the mind of everyone working at least once a month.  Many a discussion has been had about playing more golf, traveling more, spending time with the grand kids, the list is endless.

Typically our days are expected to follow this pattern before and during retirement. If you don’t make the right provisions now while your earning it could be a very long and boring retirement!

Don’t forget, recent reports from the government and the office of national statistics indicate that we are living longer due to a healthier lifestyle and advances in medicine.

Drop us an e-mail or give us a call for further information 028 9131 0342.


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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