Making A Will.
Explained in detail.

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A fully managed, low cost online ISA and Pension investment service

Everyone’s worst nightmare!

If you are organising your affairs it is essential that you make a will. An estimated two thirds of people in Northern Ireland haven’t made a will, perhaps believing that it is only something the wealthy need to take care of.

Most of us have some assets such as money in a bank account, pensions or equity in our house, but many people don’t realise that if we die without making a will, the state will decide how these are distributed. By taking the time to decide who you want to receive your assets you can look after your loved ones, avoid inheritance tax and perhaps avoid family disagreements.

And what about the most valuable things in the world…our children? Although it is not a pleasant conversation to have it is vital that parents decide upon who will make the key decisions for their children in the event of death.

Aspects Financial Services offer the full estate planning service, which is why we have teamed up with John McKee Solicitors who can write your will on preferential terms. Established in 1887, they are one of Northern Irelands leading law firms providing a professional service and will guide you every step of the way, with clear pragmatic advice.

What next?

Call us today on 028 9131 0342
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Aspects Financial Ltd UK & Ireland

Meet our team

Our Team Of Independent Financial Advisers & Employee Benefits Consultants

Contact us

Stephen Casey Aspects Financial

Stephen Casey

Managing Director DipPFS, Certs CII (MP&ER), QFA

Elizabeth Moorhead Aspects Financial

Elizabeth Moorhead

Employee Benefit Manager


Owen Armstrong

Independent Financial Adviser DipPFS, Certs CII (MP&ER) EFA


Leanne Campbell

Senior Paraplanner

Aspects Sarah Roy

Sarah Roy

Marketing Assistant

Aspects Ian Black

Ian Black

Independent Financial Adviser DipPFS Cert CII MP EFA

Aspects sharon fallon

Sharon Fallon

Personal Assistant

Heather Taylor

Employee Benefit Assistant

Our Services

How can we help you?

Services For Individuals

Ethical Investments

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Income Protection

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Inheritance Tax Planning

Life Cover and Critical Illness

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Making A Will

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Mortgage or Remortgage

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Retirement Income

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Retirement Planning

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Savings & Investments

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Services For Businesses

Business Protection

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Business Financial Planning

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Employee Benefits

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Ethical Investments

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Workplace Pension Arrangements

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ROI Workplace Pension Arrangements

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Customer Support

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.

Please Note: Clicking the links to the right will leave the Aspects Financial Ltd website. We are not responsible for the content on any linked site.