Investment Management
 |  |
|---|---|
 |  |
Paving the way
Throughout our working lives and beyond, we are constantly faced with the need to make what are sometimes difficult financial decisions, many of which will ultimately impact on many facets of our own, our families’ or our business lives going forward.
Many will shape how we or our families grow. From how our children are educated to how they will approach adulthood, and how we as individuals will enter and enjoy retirement.
Whether looking after yourself and your family or seeking the best protection or investment path for your business, ensuring you have explored all potential opportunities to plan and safeguard your finances will mean any decisions you make are informed decisions....for more information on how we can help contact us here
Portfolio of Services
Investment Management
Pre & Post Retirement Planning
Estate Planning
Equity Release
Long Term Care
Trusts
Tax Advice
Contact Us
For a free consultation
​
​02838 392300
​
Brian Vallely & Co. Investment Management
Carleton Chambers
49 Carleton Street
Portadown
Co Armagh BT62 3EP
​​
Our Experience . . . .
Bringing over 32 years of financial experience, Brian Vallely is qualified to provide independent financial advice and is accompanied by a great team of experienced staff.
​
'Prior to setting up my business, I spent a large part of my career working within the Building Society world. I was Manager of Nationwide in both Londonderry from 1979 to 1987 and Portadown from 1987 to 1991. As the first person in Nationwide to pass the financial services examinations, I progressed to manage Nationwide's financial services division from 1991 to 1996'
​
Married and living in Portadown, Co Armagh, Brian was also a past President of the Portadown Chamber of Commerce. A keen golfer, Brian is an active member of Portadown Golf Club.
​
​
Investment Management
Following an initial one-to-one consultation, we will work with you to identify your goals. We will create a financial plan that suits your own needs, your risk profile, and your time horizon, putting you in a more informed position to help you to achieve these goals. The initial consultation of up to one hour in length, will be at the firm’s expense to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Bite sized pieces of Financial News
from Alpha Bites