Description

Since joining Money Matters in 2008, I have won 3 awards and pride myself in offering bespoke financial planning services to them and their families. I am a firm believer that a client is for life and continue to keep in regular touch with my clients to ensure their needs are constantly being met. I will take the time to understand clients’ needs and requirements and work closely with them through each step to help them plan for a more secure financial future. Some of the areas where I can offer help are Life Assurance, Critical Illness Cover, Income Replacement, Family Protection, Mortgage Protection, Home Insurance, Mortgages, Remortgages, Capital Raising, Buy to Let Mortgages and Trust Planning. I work throughout Northern Ireland but my client base centres around the Lurgan, Craigavon, Banbridge, Armagh and Dungannon areas. Having worked for Almac for 6 years as a Key Account Manager helping clients to launch their products into market, I have learnt to be a good listener and understand clients needs and priorities which I find is essential in my current role in achieving the right outcome for my clients. Your home may be repossessed if you do not keep up repayments on your mortgage. Typically we do not charge a fee for mortgage advice. However, depending on your circumstances a fee of up to 1.5% of the mortgage amount may be charged. For all insurance, protection, investments and pensions business, we arrange policies exclusively from Legal & General. Money Matters is a trading name of The Mortgage Group (NI) Ltd which is an appointed representative of the following companies, which are authorised and regulated by the Financial Conduct Authority for advising on and arranging the products shown: Legal & General (Portfolio Management Services) Limited (life assurance, pensions and investments) and Legal & General Partnership Services Limited (mortgages and insurance). The Mortgage Group (NI) Ltd is registered in Northern Ireland. Registration number N.I. 39335. Registered Office: Rushmere House, 46 Cadogan Park, Malone Road, Belfast, BT9 6HH Most buy to let mortgages are not authorised by the Financial Conduct Authority.

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