ASM Financial Planning Ltd is one of Northern Ireland's fastest growing Independent Financial Advisers. Our solid reputation has been built on providing straightforward, honest advice that adds value to both individuals and businesses.
As finance can be complicated, our aim is to help steer clients through the maze of financial products, legislation and taxation in order to provide the most appropriate advice.
For personal clients this includes:
- Retirement planning
- Accessing pensions
- Inheritance Tax planning
- Financial protection from the loss of income
- Managing savings to provide a regular income
For corporate clients this includes:
- Company pensions schemes
- Employee benefit schemes
- Business protection schemes
At ASMFP, we ensure all our clients have access to a professionally qualified and highly experienced adviser who will create a plan that works towards their life goals. We provide recommendations that are easy to understand and carry out regular reviews to ensure they continue to be relevant.
We also value every member of our team and regularly engage with them through meetings, appraisals and surveys. Our Social Committee is renowned for organising memorable team building and social events. We place great emphasis on growing our talent base by helping staff to develop their skills to the best of their ability through professional exams etc.
ASM Financial Planning have been in business for almost two decades and have a team of 16 people. Due to our recent expansion we have relocated to new offices at 5 Pilots View, Heron Rd, Belfast.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Heron Rd, Belfast,antrim Bt3 9le,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- asmfinancialplanning.com
- Keywords
- pensions, investments, inheritance tax planning, personal financial protection, business protection schemes, employee benefit schemes, company benefit schemes, compensation settlements, investing for income, savings, independent financial advice.
- HQ
- Belfast, Antrim
Asm Questions
Asm's website is asmfinancialplanning.com
Asm's LinkedIn profile is https://uk.linkedin.com/company/asm-financial-planning-ltd
Asm has
7 employees.
View email and phone details for 7
employees at Asm.
Asm's industry is
Financial Services
Asm's top competitors are
North Financial Management Llp,
Fairstone Group Ltd,
Roland Berger,
Hoxton Wealth,
Hub Financial Solutions (A Hub Group Company).
Asm's categories are Financial Services
Asm's founding year is 1999
