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Shaping our clients future by walking them through life’s financial journey.

Let us take the mystery out of financial products by providing you with a personalised assessment, financial report and a supporting road map to guide your financial journey.

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How can we help?
Life Cover

Life Cover

You can’t predict the future but you can plan for it. We can guide you through planning for the future

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Mortgage Protection

Mortgage Protection

Buying a home is one of the biggest financial commitments you’ll ever make so putting the right cover in place to protect it should be a top priority

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Savings & Investment

Savings & Investment

With returns on savings as low as they have ever been, now is the time to look at ways to maximise the return…

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Pensions Advice

Pensions Advice

A pension is a special type of savings plan, with important tax breaks, in which you can build up money in order to provide yourself with a monthly…

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Other Services

Other Services

We have a wide range of services to help you secure your future and guide you through the options available to you..

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Income & Business Protection

Income & Business Protection

Having a current picture of your finances and a glimpse of what a future picture might look like, talk to us today to establish your own personalized…

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Our Testimonial

‘Having changed employers a number of times, I had a number of pensions with each of my previous employers. As a result, I was never sure of my overall fund amount. After engaging with Terry, we were able to combine my previous pensions into one Personal Retirement Plan with Zurich Life which gives me full control of my future. I can highly recommend Terry for his professionalism and expertise’

Philip Finegan CIP, Portfolio Manager.

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