Independent Financial Adviser for Northern Ireland
Buy your home | Protect your family | Plan your retirement
Who I Help
Independent advice for individuals and families, and practical support for employers across Northern Ireland.
Buying or remortgaging
Your first home, a move or a remortgage. How much you can borrow, and finding the right mortgage from across the market.
Mortgage adviceGrowing your family
Life insurance, critical illness cover, income protection and a will, so the people who depend on you are looked after.
Protection advicePlanning for retirement
Making sense of your pensions, finding old ones, and planning how and when to take your income.
Pension adviceEmployers and HR teams
On-site financial wellbeing workshops and confidential one-to-ones for your staff, plus independent advice on your wider employee benefits.
Employee benefitsTrusted by Northern Ireland Employers
“We highly recommend Chris. He's knowledgeable, personable and has a great ability to make financial wellbeing simple and engaging.”The JAQ Group
Ballymena
“We would highly recommend working with Chris as he is very approachable, knowledgeable, and genuinely committed to helping our employees.”Thompson Aero Seating
Portadown
Financial Wellbeing Workshops
Free financial wellbeing workshops for Northern Ireland employers and their employees, delivered on-site or online, with group and individual support.
Practical sessions covering mortgages, pensions, insurance, investing, wills and estate planning.
Why Financial Wellbeing Matters
Financial worries can affect employees at work as well as at home. These figures show why more employers are putting financial wellbeing on the agenda.
85%
of UK organisations have no formal financial wellbeing policy or strategy in place.
CIPD Reward survey, 202689%
of employees say their working lives have suffered as a result of financial stress.
Zellis, 2025£51bn
a year is what poor mental health costs UK employers. The cost of living and personal finances are the biggest worries affecting working adults' mental health.
Deloitte, 2024How It Works
Getting advice shouldn't feel like a big commitment. Here's what happens when you get in touch.
A free first chat
In person or online, at a time that suits you. Bring any questions you have. For many people, that's all they need, and there's no cost or obligation.
Getting to know you
If you'd like to take things further, I'll look at your finances, what you already have in place and what you want to achieve.
Clear advice
I'll talk you through my recommendations and confirm them in writing: what I suggest, why, and exactly what it costs.
You decide
Take your time. Nothing goes ahead until you're happy, and you only pay if you choose to proceed.
Frequently Asked Questions
Yes. Group workshops and optional one-to-one meetings are provided at no cost to your business or your employees.
I work with employers over the long term, running regular group and one-to-one sessions with an educational focus. Most people just need a few questions answered or some general guidance. Over time, some choose to take full advice, for example on a mortgage or their pension, and that's how I'm paid. They'll always know the cost before agreeing to anything. The business gets a valued benefit that helps staff with one of the most common causes of stress, at no cost.
I deliver on-site workshops for employers across Northern Ireland. Online workshops are also available across the UK.
Sessions can cover mortgages, pensions and retirement planning, protection planning, investing, inheritance tax and wills and estate planning.
Yes. After the workshop, anyone can book a confidential one-to-one to talk through their own situation. They can get their questions answered, receive general guidance or take full independent financial advice. Nothing discussed is shared with the employer.
What Our Clients Say
“Chris has been helping me for a while with all things financial. He made the process of getting a mortgage extremely easy from start to finish, and has been continuing to help me plan going forward. Fantastic service - highly recommended”
“Chris has been a great help in helping us get insurances/wills etc set up. Very nice to work with and goes out of his way to accomodate you and make sure you fully understand everything.”
“We were very happy with how Chris explained everything in detail and in an easy to understand way. We were always given a range of options and informed of the advantages/disadvantages of each. Our queries were always responded to promptly.”
Worked with me? Leave a Google review
Contact Us
Whether you're looking for personal financial advice or support for your employees, get in touch and I'll arrange a free, no-obligation chat.
Book a free chat