We aim to assist, advise and motivate clients to organise their financial arrangements; to create and preserve capital and income; and to achieve the client's desired objectives.

We accomplish this by observing rigorous professional standards, maintaining excellent systems and by employing people of the highest quality.

We provide a high level of personal service combined with appropriate information technology. Our planning will always be unique for each client.

Each client relationship is managed by David Graham, Director of the business and Chartered Financial Planner, who takes overall responsibility for the service we deliver. He is responsible for ensuring that we have fully understood and are meeting the client's needs and for coordinating the work being carried out for the client within Finance Matters (NI) Ltd.

David Graham has a broad business background, allied to his depth and breadth of qualifications and experience in financial services. As a result, he handles a wide range of work, endeavouring to provide technical excellence, creative thinking and a positive approach.

Beyond our initial advice process, we firmly recommend regular reviews. Any appropriate adjustments and changes are incorporated as necessary at this time. In addition, it is important to reassure clients and to discuss any issues arising since the last review.