See life
in a new perspective

Re-imagine your financial planning

Tel: 028 7938 6624

Independent Financial Advisers

Building relationships

that matter

There’s your financial life and then there’s your whole life. As we move through life, we all build key relationships; parents, partners, children, friends, co-workers – they are all part of the tapestry of what makes living so good.

 

Relationships matter to your life and they also matter to your finances. You will want to plan to secure the lifestyles and futures of those people you care for and you need to do that with someone you can trust. Verity Financial planning!

Our approach

Take control of your finances and you gain control of your life – with the freedom you need to live your life the way you want to.

 

Verity Financial can help you to achieve that. We won’t overwhelm you with financial jargon. We will do the research into your lifestyle and into the market to find what works best for you. And we’ll stay with you through the years, honing and adapting your financial life to meet the changes and challenges of your whole life.

Be different

Where

Verity

Financial is different is our ‘holistic’ or ‘person-centred’ approach. We don’t just offer financial ‘products’, we get to know you, your lifestyle, your commitments, priorities and what assets you have to invest in your present and future. We develop a financial solution tailored to your life. Where are you different? Every client we work for is unique, so be different, we’ll help you find the right financial plan to let you be you!

Culture

We see life in a different perspective. You’ve already got part of the who we are: We want to build your finances to help you live a life that is uniquely yours. That’s half the story. The other half is all about our expertise.

Retirement

It’s a generation game but, whether you’re a finance-savvy Gen Z still in your teens, an all-grown-up Gen X spying it at the next turnoff or an old Baby Boomer looking at it through the rear view mirror and wondering what to do with the cash-stash in the back seat, retirement is something that will happen to you.

 

There have been enormous changes and ‘pension freedoms’ introduced in recent years, so you really do need some expert advice from Verity Financial to inform your choices.

Family

We could talk products – like life cover, critical illness cover, medical insurance and inheritance planning – but before we do, we want to get to know your family, all its generations and all its quirks, so that we can put together the right solution to protect and to benefit you and yours.

 

Every family is different and, in our experience, every family needs and deserves the best financial management plan.

 

Business Protection

Your business is your livelihood, perhaps also your life’s work and we’re sure you want to protect it as an asset and as an accomplishment. We’re pretty sure you’ll also want to protect directors, key staff, shareholders and partners, providing your business with the security it needs to grow, prosper and be bigger than the sum of its parts. With our financial management, investment and business protection expertise, we can advise on how to achieve that.

 

Looking ahead

“An investment in knowledge pays the best interest.” So said Benjamin Franklin and, here at Verity Financial, we tend to agree. That’s because we have the knowledge of investment and wealth management that is crucial to protecting your assets, safeguarding continued stability and ensuring growth. After all, wealth management is crucial to protecting your assets and ensuring continued stability and growth. We know a thing or two about investment portfolio planning and the best investments. We’re happy to share!

Book a consultation

Your business is your livelihood, perhaps also your life's work.

Verity Financial Ltd. 22 William Street , Bellaghy, Magherafelt, BT45 8HZ

 

 028 7938 6624  support@veritypensions.com

 

Verity Financial Limited, Registered in N.Ireland No. NI612032. Registered Address: 9 Upper Crescent, Belfast, Antrim, Northern Ireland, BT7 1NT

 

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: financial-ombudsman.org.uk

 

Verity Financial is a trading style of Verity Pensions Ltd which is authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 713714 at register.fca.org.uk/

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and it therefore primarily targeted at customers in the UK

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