For over 30 years, we’ve helped people across the UK make confident financial decisions — with personalised plans that support the life they want to live.
Whether you're planning for retirement, growing a business, or securing your family’s future, our experienced advisers are here to guide you every step of the way..
Take control of your future.
£60,000,000 +
Assets under management
Over £60 million in assets. Hundreds of long-term client relationships. One clear mission — helping people make smart financial decisions.
40 +
Years Serving customers
Over 40 years of experience have taught us that success comes from diligently pursuing our clients’ interests with unwavering integrity. We will always strive to enable your financial ambitions by placing our years of industry experience and expertise at your service.
Independent
As an independent firm, we’re not tied to any provider or product.
That means we can recommend the most suitable solutions from across the whole market — always with your values and goals in mind.
We don’t follow trends. We follow your goals — helping you adjust when life changes, and offering calm, reasoned advice when markets get noisy.
Our Office
34a New Row,
Coleraine,
Co Londonderry,
BT52 1AF
We are open 10am to 4pm (Monday - Friday)
We are closed all bank holidays.