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Investment Advice

CO3 members can avail from investment advice from the following two providers:

Cunningham Coates Stockbrokers

Investec Wealth & Investments
 



Investment Advice for CO3 Members from 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


Investment Advice for CO3 Members from Investec Wealth & Investments

Investec Wealth & Investments is one of the largest investment management firms in the UK, with 15 offices including one 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