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.
- Click here for download on Wealth Planning
- Click for Estate planning leaflet
True financial planning also involving having an up to date Will so that your assets can be left to the ones you wish to benefit. For Making a Will leaflet click here.
To calculate your potential Inheritance Tax bill click here.