Joined-up advice, not siloed conversations

Most of what affects your business does not sit neatly under one heading. A property purchase touches the bank, the solicitor, the lender, and your tax position. A family share transfer pulls in legal, valuation, and succession planning. We work closely with a trusted network across Northern Ireland so the advice you get is joined up, not piecemeal.

Who we work with

Commercial solicitors

For company formations, share transactions, shareholder agreements, commercial property, and contract review. We coordinate directly so your tax and legal advice line up.

Banks and lenders

Long-standing relationships with the main NI banks and several specialist lenders. We help you prepare the financials, projections, and supporting papers a bank actually wants to see.

Independent financial advisers

Pensions, protection, investments, and personal wealth planning. We refer to chartered IFAs we trust and stay in the loop so the tax side stays consistent with the personal side.

Mortgage brokers

For directors and self-employed clients who need lending decisions based on a real read of their accounts, not a tick-box exercise. We provide the references and documentation lenders ask for.

HR and employment law

Specialist advisers for contracts, settlement agreements, redundancy, and TUPE. Useful when payroll, tax, and employment overlap (which is more often than people expect).

Business consultants and coaches

For strategy, sales, operations, and growth. We bring the numbers; they bring the lens. Useful when a client is at a fork in the road and wants more than a year-end conversation.

Insolvency and turnaround

If a client is genuinely struggling, the right specialist early on changes the outcome. We make introductions discreetly and without fuss.

Funding and grants

Invest NI, R&D tax credits, and sector-specific funding. We work alongside specialist grant writers and R&D consultants when the project warrants it.

No silent referral fees, no quiet kickbacks

We do not take introduction fees from any of the firms we recommend. We refer to people we genuinely trust to do good work for our clients. If a recommendation does not fit, we say so.

When we make an introduction, we share context with both sides up front so the conversation starts halfway through the work, not at the beginning. We stay involved as long as you want us to.

Need a recommendation?

Tell us what you are dealing with. If we know someone who can help, we will introduce you.

Get in touch