Description
We were born out of the belief that there is a better way to serve and look after clients financial affairs. Fundamental to this was to build a modern, professional, niche financial planning business that could ultimately make clients financial lives simple and easy to manage.
Our clients range from those who are at or near retirement through to business owners and professional people. All of are clients are decisive and receptive to advice, however, they have career and leisure time pressures and family time commitments and often their finances have not been given the detailed attention they deserve. Some new clients come to us who are in a ‘rut’, they feel comfortable but their reality is that they are not fully utilising their income or capital effectively.
For the majority of our clients time is more valuable than money. We save clients time, provide clarity on their current financial position and provide strategies to help them take control of their finances making their lives more Enjoyable and secure.Investment Planning And Management, Pension And Retirement Planning, Estate Planning, Long Term Care, Financial Protection, Trusts, Mortgages, Lifetime Cashfow Planning. First Financial is located in the Lisburn area of County Antrim. There are at least 19 other listings in the BT28 postcode area. Accountants in County Antrim BT28Number of Employees: 2-10
Listing Info
Location
Reviews
5.0
Average RatingOther Accountant Companies In The BT2 Area
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