Independent Financial Advice for Every Stage of Life

From buying your first home and protecting your family to investing and planning for retirement, get independent advice built around you.

How I Can Help

Choose the area most relevant to you, or speak to me about how the different parts of your financial plan fit together.

Wills & Estate Planning

Mortgages

Protection

Saving & Investing

Pensions

Employee Benefits
Will Writing and Estate Planning

Wills & Estate Planning

Plan for What Happens to Your Estate

A will gives you control over what happens to your estate and helps make sure your wishes are carried out. I'll look at how your home, savings, pensions and life cover fit together, and introduce you to a trusted local solicitor for the will itself.

How I Can Help:

  • Introduction to a local solicitor for wills and Power of Attorney
  • Estate planning
  • Inheritance tax considerations
  • Writing life insurance in trust
  • Making sure your pensions pass to the right people
Will writing is not regulated by the Financial Conduct Authority and is not part of the services offered by Anderson Wealth Management, a trading style of Rosemount Financial Solutions (IFA) Ltd.
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Mortgage Advice

Mortgages

First Homes, Moving and Remortgaging

Whether you're buying your first home, moving, remortgaging or raising additional finance, I can help you understand your options and find a suitable mortgage from across the market.

Services Include:

  • First-time buyers
  • Remortgaging
  • Buy-to-let mortgages
  • Co-Ownership (Northern Ireland shared ownership)
  • Additional borrowing
Your home may be repossessed if you do not keep up repayments on your mortgage.
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Insurance and Protection

Insurance & Protection

Life Insurance, Critical Illness and Income Protection

Everything you're working towards depends on your income continuing. Protection provides a financial safety net for you and your family if illness, injury or death changes that.

Protection Options:

  • Life insurance
  • Critical illness cover
  • Income protection
  • Private medical insurance
  • Group death in service (for employers)
  • Business protection
Is your life insurance written in trust? If not, the pay-out usually becomes part of your estate. Your family may have to wait for probate before they receive it, and it could be counted for inheritance tax. A suitable trust can mean the money goes straight to the people you choose, usually much sooner and outside of your estate.
Run your own limited company? Your life insurance can often be paid for by the business instead of from your own pocket, which can often be more tax-efficient, depending on your circumstances. I can explain whether it would suit you and the options available.
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Saving and Investing

Saving & Investing

ISAs, Investments and Saving for Your Goals

Whether you're building a cash reserve, saving for a future goal or investing for the long term, I'll help structure your money around what you want to achieve.

Matching Your Money to Your Timeframe:

  • Short-term savings (0-5 years): Emergency funds, holiday savings, house deposits
  • Medium-term investing (5-10 years): Children's education, home improvements
  • Long-term wealth (10+ years): Retirement, financial independence

Services Include:

  • ISAs (Individual Savings Accounts)
  • Junior ISAs
  • General Investment Accounts
  • Ethical and sustainable investment funds
  • Tax-efficient planning
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
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Pension Planning

Pensions

Understand, Combine and Plan Your Pensions

Whether retirement feels a long way off or is getting closer, I can help you understand what you already have, what you may need and the options available for building and taking retirement income.

Pension Services:

  • Reviewing your workplace pension
  • Combining old pensions
  • Finding lost pensions
  • Retirement income planning

Retirement planning: Many people build up pension pots with different employers over time. I can help you understand what you have and how those pensions fit into your wider retirement plan.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Book a free chat
Employee Benefits

Employee Benefits

Workplace pensions, group protection, private medical insurance and financial wellbeing support for employers across Northern Ireland.

View Employee Benefits

Not Sure Where to Start?

Your finances don't sit neatly in separate boxes. A mortgage decision can affect your savings, protection and retirement plans. I'll look at the bigger picture and help you understand what matters now and what can wait.

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