Who do you talk to?
Brian Vallely has been in financial services for over 33 years and is qualified to provide independent financial advice. He is also accompanied by a great team of experienced staff.
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.
Following an initial one to one consultation, we will work with you to identify your goals; we will 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.
We are available to meet in person or, if you would prefer, it is possible to hold a consultation over the telephone. We continually support our clients by regularly reviewing their finances and maintaining contact by e-mail and periodical Investment Bulletins.
McWilliam Vallely & Co Ltd is authorised and regulated by the Financial Conduct Authority