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Financial & Investment Advice

 
Members of CO3 can avail of Financial Advice and Investment Advice. Please click on the links below:
 
 
Financial Advice
 
1. Third Sector Finance
 
 
Personal Financial Management
 
1. Premier Wealth Management Ltd

 


Investment Advice

1. Cunningham Coates Stockbrokers
2. Investec Wealth & Investments

 

 


 

Financial Advice

 
 
Free Finance Advice, provided by Third Sector Finance, a subsidiary of Clarke & Co established in 2016. 
 
Established in 2004 Clarke & Co. are a small firm offering a wide range of accountancy services over a number of sectors including both private and charity.

With clients ranging from small family-run business to companies with employees exceeding 50 and turnover in excess of 4 million, Clarke & Co. have acquired the experience and knowledge to build a solid client base and offer a professional and reliable service.

Tony Clarke, Lead Partner of Clarke & Co established Third Sector Finance in 2016, a dedicated subsidary of Clarke & Co to its Third Sector clients providing training and offering bespoke outsourced financial solutions. 

 
An initial one hour consultation is free of charge to any CO3 member.
 
Please note that you will need to provide your CO3 membership number when availing of this service. If you have forgotten what this is please email sarah@co3.bz.
 
This confidential service is provided by: 

Third Sector Finance.
53 Andersonstown Road
Belfast BT11 9AG

T: 028 9060 7450
E: info@thirdsectorfinance.co.uk
W: www.thirdsectorfinance.co.uk

 

 


 
Personal Financial Management
 
 

As a sponsor of CO3 we are delighted to offer an initial free consultation to all members.

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.

 

You may find the following services of interest;

•            Review of your existing pensions

•            Review your mortgage

•            Consider a new mortgage

•            Tax Planning

•            Advice for an older relative on protecting their assets

•            Planning for University/Education fees

 

For further information please contact:

 

Premier Wealth Management Ltd (NI)

3b Heron Wharf

Heron Rd

Belfast 

BT3 9LE

Tel: 02890 467466

Email : Jim.PremierWM@sjpp.co.uk

 


 

Investment Advice

1. Cunningham Coates Stockbrokers

Cunningham Coates Stockbrokers is one of Belfast's oldest and leading Financial Institutions. The office is located in the heart of Belfast and provides a comprehensive investment service to a wide client base including private individuals, charities and institutions. Whether it is for the organisation or the individual, we are always happy to help savers and investors meet income and capital growth goals by acquiring a stake in the world economy through properly diversified portfolios. 

We are pleased to offer CO3 members a free consultation on:

  • Discretionary Investment Management
  • Advisory Investment Management
  • ISAs & SIPPs
  • Execution Only Dealing
  • Inheritance & Capital Gains Tax Planning

To avail of this support please contact:

Wayne Nickels
Partner
Cunningham Coates Stockbrokers
Wayne.Nickels@ccstockbrokers.com
Tel: 02890 723 000

Please note that you will need to provide your CO3 membership number when availing of this service. If you have forgotten what this is please email sarah@co3.bz

 


2. Investec Wealth & Investments

Investec Wealth & Investments is one of the largest investment management firms in the UK, with 15 offices including one in Belfast.  We are committed to providing a bespoke personal service for Charities, individuals, trusts, intermediaries and pension schemes.

We put our clients first, providing a service that is suited to their requirements. Our discretionary service enables our Investment Managers to provide, within agreed risk tolerances, the best solutions to our clients from the entire market. Read more

We are pleased to offer CO3 members a free consultation on:

  • Charity Investments
  • Personal Investments including ISA’s
  • SIPPs & IHT Planning
  • Tax Planning

Any questions or queries, please contact:

Adrian O’Neill
Investment Director
Telephone:  028 9032 1002
Email:  Adrian.oneill@investecwin.co.uk

Please note that you will need to provide your CO3 membership number when availing of this service. If you have forgotten what this is please email sarah@co3.bz