Who We Are .

We are a firm of Chartered Financial Planners who help you achieve your goals.

Meet the Team.

Director & Financial Adviser

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Claire Johnson

Director & Financial Adviser

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Craig Turkington

Director

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Paula Armstrong

Director

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Stefan Kerr

Financial Adviser

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Debbie McNeill

Senior Client Manager

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Garrett Cavanagh

Client Manager

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Oonagh Kelly

Office Manager

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June Stevenson

Administrator

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Sharon McDowell

Administrator

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Get a personal consultation.

You voluntarily choose to provide personal details to us via this website.  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Our members are accredited by world renowned organisations