Our aim is to help individuals and families achieve their financial planning goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. Whether you need pension advice, investment planning or you need a mortgage, we’ll develop a practical plan designed to help you meet those objectives.
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2 customer reviews
David
Very professional, good knowledge and experience. Highly recommended.
John
Andrew set up my pension for retirement Was very professional explained everything in detail very easy to communicate with Really nice guy Would highly recommend him
What do you love most about your job?
I love helping people achieve their goals. I get to guide clients through major life decisions—buying a home, planning for retirement, or funding education. Seeing their relief and progress can be deeply rewarding and leads to building long term relationships.
What inspired you to start your own business?
My desire for freedom from the rigidity of the corporate world along with my passion for helping others achieve their goals.
Why should our clients choose you?
I offer tailored financial plans that prioritize each client’s unique goals, emphasizing clear communication and honest advice.
Our smaller, client-focused practice allows for more direct access to our clients, ensuring quicker responses and a deeper understanding of their needs compared to larger firms often offering generic solutions in a colder, more corporate fashion.
Can you provide your services online or remotely? If so, please add details.
I can provide my services remotely but I prefer to meet on a face to face basis where possible.
What changes have you made to keep your customers safe from Covid-19?
Our office is well ventilated and hand sanitizer is widely available. The seating around our meeting desks is well distanced and masks can be worn upon request.
Estate Planning & Wealth Protection
There are a number of ways in which your home, savings and business can be at risk. We're here to safeguard these hard-earned assets for you and your family, using simple but effective strategies.
At Financial Solutions NI, we understand that planning for the future can be overwhelming. Our experienced estate planners are here to help you navigate the process with ease and confidence. Whether you want to create a will, establish a trust, or ensure your loved ones are taken care of, we provide personalized estate planning services tailored to your unique needs. Secure your legacy and protect your family’s future with our trusted guidance.
We offer advice in the following areas: -
• Wills - The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, or because they don't think it is relevant to them at this particular time. Making a Will enables you to plan exactly what will happen to your property (estate) following your demise. This ensures that those you would like to benefit actually do so, in accordance with your wishes and at the same time avoiding any disputes between relatives.
• Enduring Power of Attorney (N. Ireland) - There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf.
Creating an Enduring Power of Attorney in advance, ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.
• Asset Protection - We specialize in helping individuals and families prepare for the future with comprehensive long-term planning and asset protection services. With a deep understanding of the complexities involved in planning for extended care, we offer tailored solutions that fit your unique needs and financial situation. Our goal is to provide you with the knowledge and tools to make informed decisions that protect your wealth and ensure you have access to quality care when you need it most. With compassion and expertise, we guide you every step of the way.
Retirement Planning
Pensions are designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.
At Financial Solutions NI, we specialize in helping you achieve the retirement you’ve always dreamed of. With personalized strategies and expert guidance, we make planning for retirement simple and stress-free. Whether you’re just starting to think about retirement or are already close to retirement age, we’re here to ensure your golden years are financially secure and worry-free.
Investment Planning
From childhood, most of us are told to put away money to save for the future. This could be for something special; or maybe to be sure that when we really need something we have the funds to acquire it, without taking on debt and protecting ourselves against unexpected expenditure, events and inflation.
At Financial Solutions NI, we understand that everyone has unique financial goals and aspirations. Whether you're planning for retirement, saving for your child's education, or looking to grow your wealth, our tailored investment strategies are designed to help you achieve your dreams. With our expert guidance, you can take control of your financial future with confidence.
