We are a highly qualified firm based in Belfast, Northern Ireland. Our core service proposition is Wealth Management. We devise Wealth Management strategies for our clients and then ensure they are reviewed regularly. Our investment philosophy is based on research by some of the world’s top academics and investment houses.
As a boutique firm, we can provide a more personal service that many bigger national companies. The consistently high level of personal service we provide to our private and corporate clients gives them confidence that their financial affairs are handled with the highest degree of competency.
Our company was set up in September 1996 by our Managing Director and Chartered Financial Planner, John McClelland. He has been involved in Financial Services since 1985 and decided in September 1996 to pursue his goal of setting up a new style of financial planning business. He built the company based on his vision of providing both corporate and personal clients with peace of mind and financial security by helping them make informed decisions about their financial goals and aspirations. The experience gained over the years, and the addition of more highly qualified staff has enabled us to evolve that original vision.
Within the company our staff has an in-depth knowledge of corporate client needs gained from experience in advising companies on pension and other employee benefits. This has included the structuring and implementation of tailored employee benefit packages.