About Us...
Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That’s where we can help.
We ask the questions, look into your future, give straight-talking advice and find the right financial solution by:
- identifying your short, medium and long-term goals;
- clarifying precisely what you want from life;
- mapping out your route to get there;
- making easy to understand product recommendations;
- adjusting your plan during significant life changes.
Meet The Team
Gail Graham
Gail was a previous financial adviser and manager with Ulster Bank and has been in the financial services sector since 1992. Gail is currently qualified to Diploma standard and hopes to attain chartered status in the near future. She has experience in all aspects of financial planning but specialise in pensions and corporate service including group schemes.
Alan Wilson
Alan has been in Financial Services for over 30 years and has a wide range of experience having worked for a number of regional and national IFA firms. Alan is able to offer financial advice in many aspects of financial planning but is particularly interested in the following: Investment advice for individuals and companies to set up and manage investment portfolios for both growth and income; Retirement planning for individuals and Inheritance tax planning; Financial advice to business’s for pension planning and keyman protection. Alan is married with 2 children and enjoys rugby with an active involvement in the local club and relaxing with his family.
Steven Young
Steven has recently joined the business as a Trainee Mortgage Adviser. Steven graduated from Queens University in 2010. He has completed his Cmap mortgage qualification and is able to offer advice on life insurance and general insurance requirements. Steven is a keen golfer and interested in football and rugby.
Julie Abernethy
Julie is an important member of the team and has been with the business since 2007 working as a Para planner. She has previously worked for Friends Provident and Standard Life. She is a graduate of University of Ulster and has her Financial Planning Certificates and Cmap. Julie is married with 2 children.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgage advice you can choose how we are paid: pay a fee, usually £500, or we can accept commission from the lender.
For Buildings & contents insurance and Accident sickness & unemployment insurance we offer products from a selected panel of providers. For all other general insurance we act as introducers.