What we do

Tailored financial plans for individuals and businesses

Financial plans Northern Ireland

Our independent financial advisers will discuss in detail your financial needs in order to gain a deep understanding of your circumstances. Our purpose is to ensure recommendations are made with your best interests in mind.

Personal financial advice

We provide independent advice in the following areas

Savings and Investments

We will help establish your investment goals by identifying the right investment based on your attitude to risk.

Insurance and protection

We will help ensure that you are adequately covered to protect your family, business, or to repay a mortgage in the event of your death or incapacitation.

Retirement and pension planning

We will work with you to establish what you want your retirement to look like

Estate and succession planning

We will help you put a long term care plan in place to provide for your future needs.

Business financial advice

We provide independent advice in the following areas

Employee benefits

We can advise and implement benefits in kind for your employees based on criteria set by your company.

Life insurance schemes

We can advise and implement a group life scheme to cover all employees who meet the criteria.

Shareholder protection

We can help ensure your shareholders have the necessary funds to buy shares from each other if one of them dies or becomes seriously ill.

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Financial advice which puts your financial needs first

Lanyon Financial Planning

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