At Priory Financial Planning Ltd we have one goal in mind – to give you the financial advice you need, no matter what your situation in life or your individual circumstances.
We do this through providing expert advice on a wide range of financial areas and then putting together a plan that’s tailored to your individual needs and plans for the future.
And, as we’re independent, we can search the market and recommend tailored solutions to meet your individual

Retirement Planning

Life is full of financial decisions and planning your retirement is one of the biggest you’ll ever face. With expert help you could look forward to a comfortable retirement, backed by the freedom to achieve all your personal goals. But making poor financial choices can leave you scaling back your retirement dream and struggling to make ends meet, just when you should be living your life to the full.

Expert financial advice can give you precious peace of mind, helping you to look forward to retirement with confidence. That’s where we come in. We’re here to take the financial strain with our friendly, professional service, identifying the option that works best for you.


A pension is a long term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Information is based on our current understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from taxation, are subject to change.

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Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Whether you are a first-time buyer trying to get on the property ladder, an existing mortgage customer looking to get information on your deal or an individual wishing to release equity from your property – we can help.

We are not tied to any particular lender, which means that we will search from a comprehensive range of mortgages from across the market to help you find an appropriate mortgage for your needs.

We look at your mortgage not only as a loan to buy your home, but as part of your overall financial profile, in order that it ties in with your intended retirement date, when you plan to start a family and when you wish to move home.


A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

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When it comes to how to invest your money, it can be difficult to know what option is best. The most important thing when it comes to your investment is YOU. The first step in choosing your investment is understanding your needs and what is important to you as an individual. We are committed to building an investment solution around you, your goals, and your values… perhaps you have a preference in investing in companies that make a positive contribution to our society and environment?

This means understanding your attitude towards risk, what you want to achieve from your investment and what areas you are comfortable investing in.

As professional financial advisers we can help you make informed decisions about your financial future- short, medium and long term. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.

You work hard for your money, so your money should work hard for you


The value of investments and the income from them may go down. You may not get back the original amount invested.

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No-one can be sure what life has in store for us, that’s why it’s important to have in place plans that would provide financially for you and your family should the unexpected occur.

Most of us are aware that there are policies available that provide life insurance, protect us in the event of a critical illness, payout if we had an accident and were unable to work, and can protect our home and possessions. However, with so many different types of policy available in the market place it can be hard to know which one is right for your circumstances and offers the best value for money. However, putting off the decision to take out cover could jeopardise your family’s financial future should the worst happen.

With our help and advice, getting the right plan in place can be simple and straightforward. We’ll explain a little about how policies work and the different types of cover available. By taking expert advice you can be confident that you’re making the right decision and have the type and level of insurance protection you need.


Protection plans with no investment element will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained then cover will lapse.

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Other Areas of expertise

These are just some of the additional areas that we can help you with.


Inheritance tax planning

Our inheritance tax planning service is designed to keep your hard earned money in the family and avoid your loved ones having to pay a hefty tax on any inheritance you leave them. Through careful planning that’s tailored to your individual needs, you can mitigate inheritance tax, or avoid it altogether, by arranging investments into trust, using life policies, changing your will, as well as through other different methods.

Taxation planning

There are numerous ways that you can make the most of the tax allowances available and keep your money away from the tax man. With our expertise, we can review your situation and plans, and then put together an effective plan to help you make the most of the opportunities available.

Corporate financial planning

Businesses require specialist financial advice such as making sure you’re protected in case you lose a key person, help getting a group pension scheme set up, or even group protection cover for your staff. We can provide the financial advice you need to make sure you have the right products for your business.

Equity Release

We can give you advice to assess if equity release is right for you and, if you decide to go ahead, arrange the appropriate plan for you giving you one less thing to worry about going forward.

Information is based on our current understanding of taxation legislation and regulations. Any levels and basis of and reliefs from taxation are subject to change.

Equity release may require a lifetime mortgage or home reversion plan.  To understand the features and risks, ask for a personalised illustration.

Tax planning is not regulated by the Financial Conduct Authority.

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Call us on

(028) 9042 5025

or complete our short enquiry form
and we'll be pleased to help you.

Priory Financial Planning Ltd, 27 Shore Road, Holywood, County Down, BT18 9HX

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Priory Financial Planning Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Priory Financial Planning Ltd is entered on the FCA register ( under no. 224274.

The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered office: 27 Shore Road, Holywood, County Down, BT18 9HX. Registered in Northern Ireland Number: NI045883.