our financial advice
Based in Coleraine, Northern Ireland, the team at Lodge Financial has been providing individuals, families and businesses with tailored financial solutions for thirty years.
It is our pleasure to offer you the experience and expertise of our advisers, to help you achieve your short and long term goals.
Our advisers can help you to:
- Meet your financial goals
- Increase your confidence as an investor
- Draw up a financial strategy for retirement
- Plan a financial future for you and your family
Our Services
Wealth Management
Lodge Financial has established an inclusive six-stage wealth management investment process to deliver sound independent financial advice.
Tax Planning
Part of our developing a financial plan involves ‘The Tax Mitigation Strategy’ which looks at ways of reducing this essential outlay through legitimate means.
Protection Planning
Some people may wonder why they need protection cover? Protection cover is designed to provide cover for those unexpected events that happen in life.
Estate Planning
Once viewed as a tax solely on the affluent, inheritance tax is no longer something subject to the very rich. Even those with a relatively moderate amount of wealth should think about estate and inheritance tax planning…. Yet very few of us do.
Investment Planning
We provide a wide range of services which offer more than traditional, standard investment advice. We at Lodge Financial will help you make those key and life-changing decisions when investing your money, allowing you to take control of your financial future, with regular reporting and reviews to enable your finances to grow with confidence.
Retirement Planning
How much money will I need in retirement? This is often a question that is asked in the final years before retirement. Quite frankly for many it is often too late. For this question to be answered effectively, many more background questions need to be answered as some people want to travel the world or take up a new hobby when they retire.
We Plan, you prosper
As Benjamin Franklin once quoted ‘’If you fail to plan, you are planning to fail‘.
I do not believe any of us plan to fail, but sometimes our priorities, our time management and our self-discipline get in the way of achieving our plan which can make an amazing difference between a prosperous outcome and a tragic loss.
A recent study has revealed that people who seek the advice from an independent financial adviser (IFA) are on average £40,000 better off than those who don’t do this. The research has come from leading think-tank the International Longevity Centre, who have stated that both the ‘affluent’ group – wealthier people more likely to own their own homes and have degree-level education – and the ‘just getting by’ group – less wealthy people likely to be living in rented accommodation and have lower levels of education – benefit similarly from the financial advice they seek.
The real benefit of working with a Financial Adviser is to avoid expensive mistakes. It is less about picking the best funds and more about making smart decisions in all aspects of your money.
CLIENT TESTIMONIALS
Hours
Monday - Friday
9am - 5pm
Phone
(028) 7034 4222
Address
9 Lodge Rd, Coleraine BT52 1LU
info@lodgefinancial.co.uk