At Fortress Financial, we aim to:
- Provide honest professional advice
- Deliver effective solutions by understanding client needs
- Keep up to date with development in the financial services
Post:
3 Joymount,
Carrickfergus,
Co. Antrim
BT38 7DN
Email / Telephone:
T: 028 9335 5111
M: 079 1505 4749
E: info@financialadvisorcarrickfergus.com
Financial Planning
Financial planning is taking control of your finances and ensuring:
- You get the maximum benefit from your money
- You take advantage of any tax breaks.
- You are prepared for any event, both short term emergencies and long term planned celebrations
- Long term planning includes making preparation to limit or reduce IHT on your death.