Your ideas deserve expert support. Our Belfast wealth management team provide comprehensive financial advice, investment management services, and private banking facilities – shaped around your specific needs. Whether you’re a private client planning your future, an intermediary serving your clients, or a charity advancing your mission, we’re here to help you move forward with confidence.

Let’s turn your goals into action. Get in touch today.

How to get to the office

Our office in Belfast office is located in the East Tower at Lanyon Place, just a 6-minute walk from Lanyon Place station.

Key contacts

Private Client

Emily Waterworth

Director, Head of Office Belfast

Intermediaries

Todd Jeffries

Business Development Manager

Contact us

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Find out how we can help guide your wealth journey.