CLEARING THE WAY THROUGH THE FINANCIAL JUNGLE
OUR RANK
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We are the only Services Investment and Insurance Advisory Panel (SIIAP) members who are based in Northern Ireland.
- We aim to look after your financial interests today and tomorrow.
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We will be with you all the way, ensuring your financial freedom in your future.
OUR AIM
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To prepare you for your financial services needs in preparation for August 2007 and beyond.
HERE’S THE DRILL
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We do not advertise for work.
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85% of our work comes from existing customers or referrals.
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We will not charge you a fee but we may receive commission from product providers.
RANGE OF SERVICES
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Investments
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Pensions
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Endowment Reviews
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Income Protection
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Life Insurance
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Critical Illness Cover
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Savings
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Mortgages
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Re-Mortgages
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Inheritance Tax Planning
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Credit Cards
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Personal Loans
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Current Account
COMMUTE YOUR PENSIONS
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It’s not the same for everyone.
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We’ll help you make the right decision now to secure your future.
PROTECT YOUR FAMILY
- You need to provide for your family in case of illness or death
YOU & YOUR MORTGAGES
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There are many options, to pay off your mortgage completely or to reduce your monthly payments.
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We’ll help you to make the choice that is right for you.
YOU & YOUR PENSION
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We can help you to secure your financial freedom for your future.
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With more time to do what you want – take up a new hobby or travel the world.
INVEST IN YOUR FUTURE
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If you choose to invest, there are a wide range of options available.
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Whether it’s to secure a regular income, to grow your fund or to have an emergency fund in place, we’ll help you reach your goal.
DEBT – THE PITFALLS
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With credit cards and personal loans in easy reach, our buy now-pay later society can be a minefield.
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We’ll help you be aware of the pitfalls and ensure your money works for you.
