Financial & Investment Advice

 

Members of CO3 can avail of Financial Advice and Investment Advice. Please click on the links below:
 

 

 

 

 

 

 

 

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. 

 

 

 

Third Sector Finance.
53 Andersonstown Road
Belfast BT11 9AG

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

 

 

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

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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 info@co3.bz

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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 info@co3.bz

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3. Davy UK

Investment and financial advice is at the heart of what we do across the Davy Group and has been for over 90 years. We work closely with the executives and directors of charities, institutions and non-profits, managing risk and investing appropriately to ensure strategic objectives are met. By developing a financial plan tailored specifically to the achievement of your goals, we can assist your organisation’s move towards the future with greater financial security. 

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

• Your organisation’s reserve policy

• Your organisation’s investment policy statement

• A review of your personal financial planning and investment management strategy

To help your trustees and directors fulfil their obligations to your organisation, we also provide complimentary trustee training to CO3 members.

If you would like to avail of a free consultation or learn more, please contact:

Kevin McParland

Associate Director

Davy UK

kevin.mcparland@davy.ie

028 9031 0655 

Davy Private Clients UK and Davy UK are the trading names of J&E Davy (UK) Limited.  J&E Davy (UK) Limited is authorised and regulated by the Financial Conduct Authority.

www.davyuk.co.uk