How We Do It

Understanding your objectives is vital to us, as they are the building blocks to achieving your financial goals. What do you need your money to do? When do you need it by? What kind of return do you need to meet your goals? How much risk can you afford to take? How much do you need to save? Would your family be financially secure if the worst happened? What kind of legacy would you like to leave behind? These are just some of the questions that are important for us to ask when building up a picture about your life before making any recommendations.

Reassessing your goals regularly is equally important. Spending some time each year to see whether your objectives have changed, your personal circumstances have changed, or even if the investment world has changed, helps us keep your plans on track, so we recommend meeting annually to review everything.

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October24

Purple 4 Polio

  We are delighted to be able to offer some support to Lisburn Rotary on World Polio Day today. Rotary Ireland is marking the occasion by planting 150,000 across Ireland, which will be fantastic when they are in flower in the spring, Rotary clubs across Ireland will either be planting the purple crocus corms themselves, working … Continued

September21

Children’s Cancer Unit Golf Day

The Children’s Cancer Unit Charity held a golf day at Rockmount Golf Club this week and we were delighted to go along and support. The Children’s Cancer Unit Charity is a registered charity and depends on donations from supporters. All the funds raised are used to care for children in the province who suffer from all … Continued