Savings & Investments

Start with a plan!

where you're saving for a rainy day or something more specific

Our Expert advice will help make the most out of your money

Budget Wise.

How much can you afford to save without impacting your lifestyle?

Protect Wise.

How could you cope if the unexpected happened?

Invest Wise.

What is the financial goal you have mind such as university fees or a wedding?

"a goal without a plan is only a dream"

HOw we can help

we start with a plan

Step 1

We start by looking at your whole financial situation which will take into account all your financial affairs.

Step 2

Secondly we look at the goals you wish to reach and the availabe income/capital you wish to use to help you reach your goals and review ongoing,

jargon free advice

Advice on Different types of saving & investment options.

Balance the level of risk with the return required.

look at minimising a Tax liability where possible.

Establish the level of access required.

Let's Get in


Email Address

Call Us

028 2545 1234


Gracehill Old School House, Gracehill, Ballymena BT42 2NL

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The value of investments and any income from them can fall as well as rise and you may not get back the orginal amount invested. HM Revenue & Customs practice and the law relating to taxation are complex and subject to indivdual circumstances and changes cannot be forseen.

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