Business Details
3 Years
experience
Trusted Financial Advisers in Portadown
We are a client-centric financial planning firm specialising in bespoke solutions for personal, family, and business financial goals. Established in 2023 through the evolution of a legacy firm with roots dating back to the 1970s, our team of six professional advisers brings over 100 years of combined experience. We prioritise long-term partnerships built on trust, transparency, and technical expertise, ensuring our clients receive proactive, holistic financial strategies.Our services span protection, mortgages, investments, pensions, and retirement planning, supported by our affiliation with The Openwork Partnership. We maintain a professional yet personal approach, offering an open-door policy and continuous professional development to stay ahead in the industry.
Services
Financial Planning
Mortgages
Investments
Pensions
Protection
Business Protection
Retirement Planning
Taxation Advice
Details
- Year established: 2023
Highlights and features
- We offer proactive financial planning with over 100 years of combined experience.
- Our holistic approach ensures tailored solutions for evolving financial needs.
- We maintain FCA-regulated compliance and professional development standards.
- Our team provides transparent, jargon-free advice with an open-door policy.
- We leverage strong professional connections for comprehensive client support.
Associations and certifications
- Financial Conduct Authority
- The Openwork Partnership
What people say
Managing my financial affairs
Bespoke planning solutions
Professional team
Open-door policy
Trust and transparency
Services
Financial Planning
We create tailored financial plans addressing personal, family, and business goals. Our holistic approach considers evolving life circumstances, risk profiles, and long-term objectives. Clients benefit from regular reviews and strategic adjustments to ensure financial security.
Mortgages
We guide clients through residential and buy-to-let mortgage options, including first-time purchases and remortgaging. Our expertise covers specialist lending products and bridging finance, with clear explanations of repayment terms and FCA-regulated advice.
Investments
We help clients navigate investment options including ISAs, asset-backed securities, and platform consolidation. Our process clarifies risk tolerance and financial goals to create balanced portfolios aligned with market conditions and client objectives.
Pensions
We provide advice on personal pensions, workplace schemes, and auto-enrolment. Our strategies focus on maximising retirement savings while explaining pension freedoms and tax-efficient withdrawal options.
Protection
We offer life insurance, critical illness cover, and income protection policies. Our approach ensures financial security for dependants while explaining policy terms, payout conditions, and claim processes.
People
Luke Best
Managing Director / Chartered Financial Planner
Chartered Financial Planner with extensive experience in holistic financial strategy and client relationship management.
Stephen Andrews
Operations Director / Chartered Financial Planner
Operations Director combining technical expertise with strategic oversight of financial planning processes.
Clodagh Strain-McDonnell
Director/Financial Planning Consultant
Financial planning consultant specialising in tailored solutions for complex personal and business financial needs.
Claire Nicholl
Director/Financial Planning Consultant
Experienced director providing comprehensive financial advice with a focus on long-term client partnerships.
Dianne Rhodie
Mortgage Adviser and Protection Paraplanner
Specialist mortgage adviser supporting clients with home loan solutions and protection planning.
Questions
What financial planning services do you offer?
We provide holistic financial planning covering mortgages, investments, pensions, protection, and retirement strategies tailored to individual and business needs.
Are your financial advisers qualified?
Our team includes six professional advisers with over 100 years of combined experience, including Chartered Financial Planners and FCA-regulated specialists.
How do you approach client consultations?
We use a six-stage process starting with understanding client goals, analysing financial data, and implementing strategies with regular reviews.
Are you regulated by financial authorities?
We are an appointed representative of The Openwork Partnership, authorised and regulated by the Financial Conduct Authority.
