We've been working with LFP for many years and trust their invaluable advice and service. We know they are always there when we need them, whatever the issue' R & M, Retired Business Owners, Coleraine.

'LFP have removed the complexity from my financial affairs and most notably my pensions. I now have confidence in my retirement plan and can see a clear path ahead' JT, Business Manager

'Honest and personal advice, backed by a robust and professional service' David, Director, Engineering Firm

Our Services

As a second generation family business, we understand the complex issues affecting families, business owners and entrepreneurs. Using our wealth of experience and expertise, we help our clients make smart decisions with their money, proving clarity, confidence and peace of mind. 

Financial Planning

Unique solutions to help you achieve and maintain the life you want.

Retirement Planning

Look forward to retirement by ensuring you can have the lifestyle you dream of.

Investment Planning

Multi-Asset Class Portfolios based on decades of academic research.

Protecting Wealth

Protect your family's financial future from catastrophe and unnecessary taxes.

Latest Blog

The 'Parent-sioner' squeeze

1st March 2018

Financial pressures and the housing market being what it is, mean that people are unable to get on the property ladder until much later into life - mid thirties not uncommon.

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Beware hidden fund costs

1st February 2018

Over the years there have been various campaigns that have urged fund managers to spell out their costs in full.

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Chartered Financial Planning Firms

We are 1 of only 10 Independent Financial Planning Firms in NI with the expertise and necessary qualifications to attain Chartered Financial Planning Status.

Chartered Financial Planners

We understand that genuine professionalism has never been so valued - or so necessary. Chartered Financial Planners remain the "gold standard" of excellence and integrity within the profession.