Portfolio of Services

Investment Management

Pre & Post Retirement Planning 

Protection

Estate Planning

Residential & Equity Release Mortgages 

Long Term Care 

Trusts

Tax Advice

Paving the way

Throughout our working lives and beyond, we are constantly faced with the need to make what are sometimes difficult financial decisions, many of which will ultimately impact on many facets of our own, our families’ or our business lives going forward.

Many will shape how we or our families grow. From how our children are educated to how they will approach adulthood, and how we as individuals will enter and enjoy retirement.

Whether looking after yourself and your family or seeking the best protection or investment path for your business, ensuring you have explored all potential opportunities to plan and safeguard your finances will mean any decisions you make are informed decisions....for more information on how we can help contact us here 

Our Company  . . . .  

Brian Vallely has been in financial services for over 32 years and is qualified to provide independent financial advice. He is also accompanied by a great team of experienced staff.

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Ian McWilliam has worked in the Financial Services Industry for around 17 years. Originally from Edinburgh, he moved to the Dungannon area with his wife, a local girl, and their two children. Ian brings a wealth of knowledge and experience having spent several years as an Independent Financial Advisor with companies such as Lloyds TSB, Barclays and several independent advisory firms prior to setting up in partnership with Brian.

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Bite sized pieces of Financial News 

from Alpha Bites 

Following an initial one to one consultation, we will work with you to identify your goals. We will work with you to create a financial plan that suits your own needs, your risk profile and your time horizon, putting you in a more informed position to help you to achieve these goals. The initial consultation will be at the firm’s expense, up to one hour in length to consider your personal circumstances. Our consultation offer is made without any obligation upon you.