Financial advisor in Newcastle
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Key Financials
“Jackie McQuillan was an excellent advisor for this first timer. I had never taken a meeting with a financial advisor but was recommended to chat to Jackie. From the start she was so professional and had so much knowledge on all the matters that was important to me. I felt I received sound advise on savings for my children along with life and serious illness cover. She was very approachable and easy to talk to and provided good financial advice in easy to understand terms. I felt that I wasn't being over sold or pressured into anything and Jackie really put me at ease.”
Institute of Investing & Financial Trading
“I had very little knowledge of the Stock Market and trading in general. The IIFT provided an amazing education in the areas which interested me. In addition to the structured courses, Colin Cregan has continued to be available with great insights and guidance. They offer a daily note which has been a wonderful tool. I would highly recommend The IIFT for anyone with an interest in the Stock Market for long term investments or Day Trading.”
Janet Elizabeth McAfee Financial Advice
“Extremely impressed with Janet and the services provided by her and her colleagues. First time process for me and all my questions were answered with patience and professionalism. Do not hesitate to work with these guys ! Five star service”
Destination Financial Planning Ltd
“Great service. Thanks Dale for being so patient and giving me great advice!”
Brian Vallely & Co. Independent Financial Services
“We recently had cause to use the services of this company. Any questions or queries we had they were answered quickly and professionally. We have no hesitation in recommending this company for any services that they provide. John Sinton.”
KJM Financial Planning
“Karl has been very helpful and efficient in his work. Highly recommend.”
LQ Financial
“Fantastic service! Really pleased, Lorena explained everything thoroughly and supported me with my finances! Would definitely recommend!”
Casey Financial Services
“Martin and the crew knew exactly what I needed and were a great help.”
Heritage Financial Planning
“As someone who does not fully understand the financial world, Mr Hughes was patient and clear in his explanations and my options. I have every confidence in this company and heartily recommend their professional service.”
O'Neill Financial Services
“Top class service from Aidan on our mortgage, life insurance and house insurance. ✅”
Hanna Hillen Financial Services
“Very helpful, open and clear advisor. Unfortunately he was already full with customers but he gave us a lot of his time on an initial consultation and then recommended an alternative advisor.”
Modulus Financial Planning
“Professional approach. take time to take you through process , fully explaining every step of the way.”
Navigator Financial Planning Ltd
“Great friendly advice, highly recommended to friends and clients.”
Barry Magill Financial Services
“Thank you for your helpful and professional assistance.”
NFU Mutual Mourneview in Downpatrick
“Cheapest car insurance quote I've had for my car. Girls in office couldn't be more helpful. And the fact they are local means I can just pop in when I need something. Fantastic all round service”
Refresh Financial Services Northern Ireland
Alan Reid Financial Services (NI) Ltd
McClune Financial Services Limited
Homeworld Financial Services: Ruth Smith
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