We are passionate about financial planning and want to spread the benefits as far as we can, to you and everyone you know. If we are lucky, we may need to provide for what could be 10, 20, 30 years of life after work.

We all need our money to work for us providing the income and or capital growth to progress our financial position year on year. Planning is key.
William Doggart

Our Financial Education and Advisory Service (FEAS) teaches the basics of financial planning making it fun and easy to understand. We provide courses for:

  • Public Sector organisations
  • Trade Unions
  • Associations
  • Any one that is interested, subject to demand

We are the only financial advisory firm in Northern Ireland to have an Educational Endorsement from the Council for the Curriculum Examination and Assessment (CCEA) for the provision of their Preparation for Retirement and Long-term Planning programmes.