Protection, mortgages, investments and retirement planning from advisers you can trust, here in Portadown, for every stage of your journey.
We help you make confident financial decisions at every stage of life. There's always a face behind the figures, and building long-term relationships based on trust and openness is at the heart of everything we do.
As a long-established local firm, our team brings genuine experience and a forward-thinking approach, so your plan keeps pace with your life as it changes.
We anticipate change so your plan is ready before life shifts.
Personal, family and business goals planned together, not in isolation.
Clear, jargon-free conversations whenever you need them.
From buying your first home to planning a comfortable retirement, we are here to guide the decisions that matter most. Explore each service below.
Cover that protects your family, income and home if the unexpected happens.
Learn more →Key-person, shareholder and relevant life cover to keep your business resilient.
Learn more →Whole-of-market guidance to find the right home finance, with the paperwork handled.
Learn more →Clear strategies to help grow and protect your money in line with your goals.
Learn more →Build a retirement income that fits the life you want, reviewed as you go.
Learn more →Turn a lifetime of saving into a secure, tax-efficient income you can enjoy.
Learn more →Understand how tax affects your plans and make the most of your allowances.
Learn more →Trusted solicitors, accountants and specialists to support every need.
Learn more →You buy financial advice from people, not products. Our advisers take the time to understand you, and stay with you for the long term.
Decades of experience guiding families and business owners through every financial milestone.
Making home finance and family protection straightforward, with honest, plain-English advice.
Helping clients plan, invest and retire with clarity, confidence and a clear long-term strategy.
Replace these placeholder profiles with genuine team photography and bios before launch.
Good advice is a process, not a one-off. Here's how we work together to build and look after your plan.
We start by listening, to where you are now and where you want to be.
We build a full picture of your finances, family and priorities.
We assess what's working, what isn't, and where the opportunities lie.
A clear, tailored plan designed around your goals and your comfort with risk.
We put the plan into action and handle the detail on your behalf.
Regular check-ins keep your plan on track as your life evolves.
I have confidence in this company and as a result I am a second generation client. I leave the consultation believing ALM are managing my financial affairs.
Genuinely trusted advisers. They look after our family and our business, and they're always just a phone call away.
Calm, clear and reassuring through every market wobble. I retired with total peace of mind thanks to their planning.
The first quote is from a genuine client. The remaining two are illustrative placeholders to replace before launch.
Call, email or send us a message. There's no obligation, and the first conversation is always on us.