Lisburn Triathlon Club

We have always liked to help local organisations where we can, and we have provided help in the past to Lisburn Triathlon Club. With restrictions easing and life returning to something more like normality it was fantastic to see our own Kerry McCaughan take part in the Cotswolds Triathlon. Well done Kerry!  

Scott Foy

Scott works as a paraplanner and he has been with us for the last 3 years when he came to us on placement from Queen’s university while he studied for a degree in Finance.. More recently he has completed my Level 4 Diploma in Regulated Financial Planning and got married, so things have been extremely … Continued

Welcome to Chris Macauley

We are delighted to have Chris Macauley join our support team recently and he’s settled in straight away. Chris joins us from Vox Financial Partners as a consultant at Citi Bank, with the job mainly involving Citi’s compliance with various financial regulations. Before that I studied Finance at Heriot-Watt University in Edinburgh for 4 years

Professional Adviser Awards

Congratulations to everyone at Johnston Campbell for making us the “Best IFA to work for” once again. Professional Adviser Magazine holds these awards every year and they are well contested by everyone in the industry so we are delighted to win. You may recall we reported that won this award a couple of years back. … Continued

Financial Wellbeing

Recently the Personal Finance Society commissioned a video with ITN productions which looks at Financial Wellbeing and the importance of taking control of your finances. The video is hosted by Alice Beer and features Natasha Kaplinsky and our Pensions Director Conall Reilly. Conall explains that financial wellbeing might mean using a variety of planning solutions … Continued

Celebrating Success with the Chartered Management Institute

It's fantastic to celebrate some success in these difficult times. Ray Hall our Operations manager has just achieved his chartered status presented by Tom Doran of the Chartered Management Institute. This has been no insignificant feat as during his study he has moved house and started a family! I asked Ray to tell me about … Continued

Zoom Round Table Event – 24th June

‘Has coronavirus affected your investments?’   For most people, the answer to this question is ‘Yes’. For anyone with an interest, the media are making it clear that global stock markets have been volatile and the implication is that investors should be nervous. If you have money invested in pension plans, ISAs, Unit Trusts, any … Continued

Beware of Scams

This week I have received two scam emails, all very genuine looking from my internet service provider. All I had to do was to put in my password and no doubt I would have been poorer by the end of the day or at least my information passed to someone with ulterior motives. Scams have … Continued

A time for Thatcherism?

In the midst of a crisis like this, it’s natural to reach for historical comparisons. Perhaps the kind of economy we’ll inherit when the coronaviris crisis has passed is unprecedented? Perhaps not? Never before has the state expanded to the levels we are seeing ie paying our wages, propping up businesses and limiting our freedoms. … Continued

A helicopter crash and investment fear?

During a discussion this week about fear in the investment markets one of our advisers, Bryan Dunlop, mentioned to me that his only experience of a helicopter crash and managing fear had similarities to managing an investment portfolio. Intrigued, I asked him to tell me more. Bryan said, I was commissioned into 2nd Gurkha Rifles … Continued