Financial Advisors & Estate Agents

Financial Advisors & Estate Agents

Online Directory of recommended members of The Mums At Work Network who are financial advisors & estate agents including their contact details & social media links

Members who own financial services & estate agents

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Photo of Cunning Financial Solutions

Cunning Financial Solutions

Hello everyone, I’m Isobel Cunning and my business is Cunning Financial Solutions.

Cunning Financial Solutions’ aim is to protect the financial well being of you, your family and your business through bespoke packages tailored to your individual needs, because each and everyone one of us have a unique case.

We collaborate with people who have many years of financial experience, many of these people have been in financial services for 35+ years, therefore you can be assured that there’s not a situation that hasn’t been seen, and resolved, before.…

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Irwin Mortgage & Financial Services

Louise Irwin was been working in the financial services sector for over 20 years. As an independent mortgage adviser she has access to a comprehensive range of mortgage deals across the market including the high street banks and more.

Louise also specialises in personal insurance including life cover, critical illness, salary replacement cover and home insurance plus more.…

Photo of Lorna Theresa Manley

Lorna Theresa Manley

Mrs

Hello Ladies, my name is Lorna and I live just outside Newry in the country and I LOVE it!!! I spent 15 years of my career working in London as a corporate political risk broker. Yes a mouthful – I also LOVED it!!! We had our first child in London and my husband and I decided when we started having a family we would move home (my home, rather than his – he is from outside Manchester).…

Photo of McAteer Solutions

McAteer Solutions

McAteer Solutions was established in 2016, our success is built upon a high level of professional business services with excellent client care. Our mission is to enable our clients to succeed, grow and diversify in today’s economic climate. We deliver excellence within every corner of our business. We have extensive and specialised knowledge working across all sectors within the construction industry.…

Ms Roisin Monaghan

Mortgage and Protection Adviser

Photo of Orla Tennyson Wealth Management

Orla Tennyson Wealth Management

About Orla Tennyson Wealth Management

 I provide financial advice to individuals, families and businesses

I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.

I offer a personal wealth management service, I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

  • Build or preserve capital
  • Manage cash and borrowings
  • Gain financial protection against risk

 

For more information

 

Photo of Price Insurance NI

Price Insurance NI

Briege offers one to one consultation with individuals, couples, families and or businesses/clubs. She looks at their whole financial circumstance and offer the protection where required – from Income Protection to Private Health to Life/Critical to Home Insurance. With businesses, she offers them life cover to protect the business ,private medical insurance for employees and much more.…

Photo of Breeda Toner

Breeda Toner

Mrs

Independent impartial financial advice on pensions, investments, tax planning, life & critical illness, mortgage funding & private medical insurance etc

Connecting with the right financial advisor

Choosing a financial adviser might seem daunting but if you need help with a financial decision it’s worth persevering. A good adviser can save you money and a lot of worry.

The key to finding the right financial adviser is working out what type of advice you need.

For example, are you looking for help with investing into your pension or a stocks and shares ISA? Are you coming up to retirement?

Are you looking for a mortgage? There are lots of reasons why people need advice from a financial adviser but there are also lots of different types of adviser, so it pays to know who to go to and when.

Things to consider when choosing the right estate agent

  • Online or traditional?
  • Ask friends and family for recommendations and draw up a shortlist.
  • Check out their website to see if they have a good selection of properties.
  • Make an appointment to have a chat with them and build a relationship with them.
  • Pay attention to their punctuality, professionalism and knowledge.
  • Tell them what you need so they can be on the lookout for the perfect property.
  • No question is a silly question – so ask lots of them.
  • Ask them to explain about their fees in detail so you aren’t caught out.
  • People buy from people they like, know and trust – so go with your gut.
  • Join forces with the estate agent so you are on the same page and team.

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