Financial Advisers (Independent) in Downpatrick
45 Blackstaff Road
Monday to Friday: 8:30am - 5pm
Saturday to Sunday: Closed
Our Business was established in 1994, to meet a perceived need for a bespoke financial planning service.
Service - a bespoke financial planning service that should help you to realise your dreams and ambitions for the future.
Continuity - We offer our clients continuity if service. This is important for coping with the future changes that are an inevitable part of life.
Independent - Ours is an independent financial planning service up to Chartered Financial Planning level.
Qualified, Authorised and Regulated -
We are regulated by the UK Financial Conduct Authority. We strive to provide clients with Advice to a high standard of technical expertise.
The service is discrete, confidential and tailored to our clients' circumstances now and in the future.
Client Money - We are not allowed to handle client money. Any cheques are made payable to third parties - for example, investment or pension fund providers.
To Safeguard the Client - We pay fees to the Financial Conduct Authority. The Investors Compensation Scheme, Professional Indemnity Insurance (PI) to cover the advice that we give; we also pay for special professional technical advice, when necessary - for example, when dealing with a particularly complex client case.
Specialists Service - Other Financial Advisers, Solicitors and Accountants refer clients to us for specialists financial planning.
Open Ended Investment Companies (OEICs)
Investing for income
Pensions & Retirement Products
Pensions & Retirement Planning
Pensions & Divorce
Insurance & Protection
Payment Protection Insurance
Income Protection Insurance
Accident & Sickness
Long Term Care
Tax & Trust Planning
Capital gains tax
School Fees Planning
Savings for Children
Group Critical illness
For existing investments, the the potential benefits of our WRAP investments service are that investments can be:-
Administered, or Re-positioned - more efficiently.
After the meeting we should be able to tell you whether we can be of service or not. So you have nothing to lose.
You may already have:-
Arrangements in place
An existing adviser
Be new to all this and curious to know the potential benefits Operation.
The advisory process is based on trust - you have to trust us and we, you. We also have to be able to work together, and the whole process has to be compliant.
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After the meeting we should be able to tell you whether we can be of service or not. So you have nothing to lose. You may already have:- Arrangements in place An existing adviser Be new to all this and curious to know the potential benefits Operation. The advisory process is based on trust - you have to trust us and we, you. We also have to be able to work together, and the whole process has to be compliant. Contact us today. Get £50 off initial advice.
ISA - tax free income option Onshore bond - Smoothed returns Offshore bond - Smoothed returns
Pension Questions When I come to take my personal pension what are my options to ensure I get the best pension? Who could help me get the best income? I want to leave as much as I can of my pension fund to my family and not to the pension trustees.
Donna Smyth of OToole & Associates LLP has been providing pension advice to the Cancer Fund for Children and its employees for over ten years. Over that period of time, the level of service and attention she has given to the Charity has been invaluable and her advice has been of the highest standard. Based on her professionalism, expertise and integrity, I would therefore not hesitate in recommending Donna Smyths services as a financial adviser.
"First impressions were very good and we were impressed by the professionalism and efficiency of their operation and not least by the friendliness of the staff"
Testimonials are added by the business owner and are not independently verified.