Although Lodge Financial Advice is a new name to you we have been providing financial solutions for our clients from this office in Coleraine since 1995.
We are proud that our business has grown through recommendations and referrals and we all have the pleasure of advising several generations within our clients families. This is due to our focus in putting clients at the center of everything we do.
We all work here because we enjoy what we do. Our Shared values and respect for one another lead to a great working environment where trust, honesty, respect and integrity are at the forefront of the way we work.
We also believe we have something to offer those less fortunate than us so we spend time as volunteers at Waakisa Ministries in Uganda and Holley Memorial Hospital in Nigeria as well as donating a percentage of our profits to charity.
Donna Watson Dip PFS Director
CERTIFIED FINANCIAL PLANNER CM
Donna has been advising clients for 25 years. As an active member of Professional Finance Society and Institute of Financial Planners she has kept herself up to date with the latest qualifications and industry thinking to continue to offer best advice to her clients. Donna is one of the few advisers to be qualified as a Certified Financial Planner in the financial services industry.
She works extensively with Professional Introducers who refer clients with a variety of investment, pension and taxation needs.
Donna is married to Adrian and has two children, Stuart and Jack.
Away from work Donna is actively involved with the work of Holley Memorial Hospital Nigeria and has visited the hospital on a number of occasions.
Business Development Manager
Fred has worked in the Financial Services Industry for over 30 years. He works closely with the Directors to ensure that the business runs smoothly and compliantly.
Fred is married to Florence and has two daughters Emma and Rachel.
Away from work Fred is actively involved as chairman with the work of Waakisa Ministries in Uganda and as an Elder in his church.
Simon McHenry DipPFS
Simon has been in financial services for over 25 years. He has recently joined Lodge Financial Advice bringing with him a wealth of experience. In his recent past Simon was involved with the banking sector clients advising on a broad range of financial planning. As a Financial Adviser he offers all aspects of financial advice to both personal and business clients. Simon enjoys developing long standing relationships with his clients so that he can provide continuing financial advice appropriate to their circumstances relieving them of the worry so often associated with financial planning.
Simon is married to Dawn and has two children Katie and Anna.
Emma has worked in the Financial Services Industry since 1998. She is responsible for sales support for a number of Advisors. She works closely with the Advisors preparing and administrating a Financial Plan or report for a client. She is also responsible for helping to keep a busy office running smoothly and builds good relationships with our clients.