FAQs

What costs are involved?

After our initial meeting, we will prepare a cost proposal based upon the scope and complexity of the work involved, to ensure you are fully informed of any possible fees before proceeding.

Where are you based?

We are based in Ballymena but are happy to see clients anywhere in Northern Ireland and UK. We offer appointments face to face and remotely.

What area do you advise in?

We are fully independent financial advisers and as a result can advise on pensions, investments, inheritance tax, mortgages and life insurance.

What are your opening hours?

The team are available between 9am and 5pm to take calls. Happy to accommodate evening appointments.

Do you do home visits?

Yes, we are more than happy to come and visit you at your home at a time and date that suits you.

Can you recommend a solicitor?

We work with a number of solicitors across Northern Ireland and provide you with a few options.

Can you recommend an accountant?

Yes we can help you find an accountant that can help you with both your business and personal finances