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About Us

We are an independent financial advice company based in Belfast covering all of the UK (via video conferencing).

We believe in offering clients good value, competitively priced, holistic financial advice.

While we cover all areas of financial advice we specialise in -


  • Estate planning (investing to reduce or eliminate inheritance tax)

  • Pension Planning 

  • Business & Personal Protection (Keyman, Shareholder Protection, Relevant Life)

We encourage you to check the credentials of any firm you intend dealing with.  Our registration with the Financial Conduct Authority can be found here  -

For credentials on the  principals of the firm (Conor Cahalane and Peter Murtagh) please click on the individual names.


Let’s Work Together

Get in touch so we can start working together.

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