Pensions & Investments
Providing independent financial advice for individuals and businesses
We’re here for the long term…
Ballymena Mortgages & Financial Services is an independent financial planning firm providing unbiased, expert advice to private individuals, business owners, families and trusts.
Among the areas we specialise in are advice on Pensions and Retirement Planning, Estate Planning and long-term investment strategies.
Based in Ballymena we offer advice across Northern Ireland helping clients to achieve their agreed financial goals.
Ballymena Mortgages & Financial Services offer a holistic financial planning service that includes all of the following key areas:
- Long term investment strategies
- Pension and Retirement planning
- Tax Planning
- Estate planning
- Life insurance and individual protection
Thinking about Retirement?
Our handy calculator will guide you through a list of questions and produce a FREE retirement report
that will help you find out your retirement income in 5 minutes
It helps to chat. Book a FREE initial meeting
To find out more about our specialist wealth and investment advice services,
contact a member of our team to book a FREE initial meeting.
Meet James
James is the Director of Ballymena Mortgages & Financial Services Management Ltd.
When working with clients, James will be personally involved in putting in place a Financial Plan that helps them achieve their personal goals – using his experience and technical knowledge to find the best solutions for each client individually.
James is married with a young daughter. Outside of work he is the Past President of the Ballymena Rotary Club, a hobby sheep farmer and a keen cyclist.
We have a simple but effective approach to ensure you can live the life you want, now and in the future.
Have a question?
Call us with your questions and lets start a conversation.
02825642222