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Belfast office

Belfast contact details

Belfast contact details
Our locally-based team have extensive investment management experience and aim to provide a transparent and open service to our clients, drawing from our local knowledge.
We’ve been operating since 2008 and have achieved excellent growth in our assets under management over the last nine years.
Belfast contact details

Our services

Each of our offices has a team of expert investment managers who contribute to and utilise our core investment process, meaning that whichever office you choose to work with, you can expect the same high levels of service and investment management.

Our services include:

  • Discretionary Portfolio Service
  • Managed Portfolio Service
  • Managed Portfolio Service on Third-party Platforms
  • Multi Asset Funds
  • Advice and Dealing

Meet the team

Chris Taggart

Investment Director & Head of Belfast Office

Kevin Kelly

Regional Development Manager

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

Contact us

The Belfast team

Find out more about your local investment team and how you can contact them.

The Belfast team

The value of your investments and the income from them can fall and you may not recover what you invested.