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Married and living in Portadown, Co Armagh, Brian Vallely has been in financial services for over 33 years and is qualified to provide independent financial advice, he is supported by an experienced team and  we look forward to hearing from you.

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Following an initial one-to-one consultation, we will work with you to identify your goals, creating 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 will be at the firm’s expense and up to one hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

 

We are available to meet in person or, if you would prefer, it is possible to hold a consultation over the telephone. We continually support our clients by regularly reviewing their finances and maintaining contact by e-mail and periodical Investment Bulletins.

 

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