Investment Intermediaries

Do you want your hard earned cash to be protected whilst growing? We are here to give you guidance on your current investment portfolios and possible future investments. We use your personal characteristics and risk profile to match products with your needs. We will monitor your investment portfolio and keep you informed of changes in the markets.

Pension planning is a very topical issue. Despite recent changes to the pension regulations, pensions remain a tax efficient way of saving for your future. Pensions will give you that “nest egg” on retirement. At present your needs are funded by your employment but it is now that you need to start thinking about funding for your retirement. Bluett Byrne Financial Services Limited is here to guide you through the steps to help you make the right decision for your future.

Do you need help in valuing the company you have grown? Do you need assistant in valuing a company you wish to invest in? Our qualified staff have the experience and training to assist you.

Do you have sufficient life assurance, critical illness and income replacement insurance to provide for continuing income if affected by the unexpected?

If you are self employed, a company director or a PAYE worker you can take out insurance to protect your income. Income protection helps you to have control over your financial security in the case of disability or sickness.

Do you have dependants that rely on you for financial security? Life assurance is a way of protecting yourself and your family against the unexpected. We advise on all types of protection to ensure you have the level of protection you need. Bluett Byrne Financial Services Limited have the expertise to assist you in assessing your protection needs.

With our knowledge and experience we provide professional and impartial advice to identify the products on the market best suited to your financial needs. We will assist you in achieving financial clarity so you can relax with peace of mind about your finances.

Bluett Byrne carries out investment activities though our financial services company Bluett Byrne Financial Services Limited. Whether you need advice on investments, pensions, valuing a company or protection, Bluett Byrne Financial Services Limited have the professional skills and know how to assist you. We provide an ongoing service that revolves around you.