Who We are Supporting your
financial journey

We are a family-owned practice established in 1991. Combining the extensive knowledge and experience passed down from father to sons, with the progressive outlook of the second generation, our whole team is on hand to support every financial journey.

We are independent and provide impartial, full-market advice. As our Chartered status shows, our commitment to quality has achieved the highest professional standard.

Financial advice you can trust

We are independent
and Chartered

Our credentials help set us apart. We are independent and free to offer impartial, holistic advice, with the expertise and qualifications that go with Chartered Financial Planning Status.

We are well-established
and family run

A family-run practice since 1991, our heritage means we offer stability and dependability, plus a wealth of experience clients can rely on to help them reach their financial goals.

We build relationships
with individuals

Every client receives a personalised service. We take time to develop long-term relationships with our select client base, to fully understand their needs and fulfil their individual requirements.

We are trusted with
£130M of assets

We are proud to be entrusted with £130 million of client assets. Our specialist team will help you manage your portfolio.

Meet Our Team

Our independent Advisers will take the stress out of money management and offer you the solutions that are best for you.

Graeme Leeburn

Graeme Leeburn

Director
Stuart Leeburn

Stuart Leeburn

Director
Lynn Jones

Lynn Jones

Practice Manager
Julie Richardson

Julie Richardson

Paraplanner
Scott Daly

Scott Daly

Paraplanner
Nicky Robinson

Nicky Robinson

Accounts

Accreditations

We are proud to be one of very few Independent Financial Planning firms in NI to carry both individual and corporate Chartered Financial Planning Status. Chartered status remains the gold standard of excellence and integrity in the financial profession, and brings with it serious obligations. As well as requirement for the highest qualifications, we must also maintain the highest standards of advice, together with a commitment to ongoing professional development. Adherence to these standards ensures that our clients have the assurance of truly dependable support.

We are proud to be one of very few Independent Financial Planning firms in NI to carry both individual and corporate Chartered Financial Planning Status. Chartered status remains the gold standard of excellence and integrity in the financial profession, and brings with it serious obligations. As well as requirement for the highest qualifications, we must also maintain the highest standards of advice, together with a commitment to ongoing professional development. Adherence to these standards ensures that our clients have the assurance of truly dependable support.

We’re ready to help you plan for a
better future.

Let us remove the stress of money management and maximise your savings, pensions or investments. Get in touch with our team today for an initial, no-expense consultation.

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