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Paul McCord

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Northern Ireland

Covers

Antrim, Down , Fermanagh, Lisburn

Paul McCord

Chartered Financial Planner

I have 10 years’ experience as a financial adviser. I initially provided advice to high net worth clients within a bank I now specialise in independent advice to private wealth clients.

I advise on all wealth and financial planning areas and specialise in retirement planning (pension accumulation and accumulation), investment and corporate advice.

As an independent financial adviser I aim to provide the highest standard of service to clients by way of building long lasting relationships which are developed and maintained on the basis of a mutual trust. This provides me with an in depth knowledge and understanding of my clients circumstances and needs, resulting in a joint collaboration to achieve client goals and objectives.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Northern Ireland

Covers

Antrim, Down , Fermanagh, Lisburn

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