Unavailable for contact through VouchedFor
Based in Belfast
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Our firm offers bespoke financial planning services to clients of our parent firm Willis and Company (Insurance Brokers) Limited and to clients introduced by other professional advisers or existing clients. We like to get to know our clients well so the planning we recommend is focussed on your needs and helping you to get the best out of your investments for your objectives. The parent firm was established in 1978 and as well established family firm it believes in the value of ongoing service.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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