I have particular experience with offering advice on the following:

• Inheritance Tax Planning
• Pre and Post Retirement Solutions 
• Wealth Management and Investment Planning 
• Bespoke Family and Corporate Protection Solutions
• Tax and Investment Planning 
• School and University fees funding
• International Investments and Trusts* 

My Practice is based in Moira main street, my office is located within minutes of the M1 motorway and approximately 20 mins from Belfast. The office is modern, wheel chair friendly and offers several private meeting rooms and a boardroom, where we can enjoy a coffee and discuss how I can help.

Free car parking is available in the public car park which is located next to the library.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

The levels and bases of taxation and reliefs from taxation can change at any time.

The value of any tax relief depends on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority.