Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Gary Breslin

Independent Financial Adviser

I believe that obtaining qualified financial advice is the most responsible way for individuals to look after themselves, their families and their futures.

The role of a Financial Adviser is to help individuals to meet those requirements. As a Financial Adviser, I have a responsibility to ensure that the advice I give you is up-to-the minute, pertinent and forward-looking. My job is to help you understand your position, and to form and implement a short, medium and long-term strategy, with you, to protect and develop your assets.

What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.

My aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, now and in the future.

Kyle Breslin (DipFA)

Financial Adviser

As a financial adviser, I take a holistic approach to my advice and recommendations. To achieve this, I provide advice in the area of pensions, investments, taxation, mortgages and protection to individuals and businesses throughout the UK. I have been dedicated to giving highly individual advice that is entirely focused on my clients’ specific circumstances and needs. By always ensuring I am aware of the ever-changing developments within the financial services industry, I have been able to offer the most suitable solutions combined with tailored advice to my clients.

The main reason I entered this profession is to help people reach their financial dreams and goals, I am thankful that I have developed great relationships with my clients and together, we have seen many goals come to fruition. The relationships that I have built will last a lifetime and it’s an honour to be in a trusted position for our clients, their families and businesses.

Jason Breslin (DipFA)

Financial Adviser

I joined the family business in 2016 as a Mortgage and Protection Adviser after several years of study and training. Since then, I spent my spare time furthering my knowledge and qualifications to progress to Financial Adviser. During this time I have also achieved specialist qualifications to give advice on lifetime mortgage products and pension transfers.

As part of a family firm, I am dedicated to providing a complete and personal service to all clients. This means that everyone is treated as I would expect to be throughout. Appropriate financial planning requires long-term commitment from both client and adviser, I believe that building a trusting relationship from the beginning will assist in achieving the goal of financial stability and security for all of our clients.