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We are an independent financial advice company based in Belfast covering all of the UK (via video conferencing).

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We believe in offering clients good value, competitively priced, holistic financial advice.

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While we cover all areas of financial advice we specialise in -

 

• Estate planning (investing to reduce or eliminate inheritance tax)

• Pension Planning 

• Business & Personal Protection (Keyman, Shareholder Protection, Relevant Life)

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We encourage you to check the credentials of any firm you intend dealing with.  Our registration with the Financial Conduct Authority can be found here  -

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https://register.fca.org.uk/s/firm

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For credentials on the  principals of the firm (Conor Cahalane and Peter Murtagh) please click on the individual names.