Our Services

Wealth Management

Given the pace of change in today’s financial marketplace, there are more investment opportunities than ever before.
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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.

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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.

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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.

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Investment Planning

We provide a wide range of services which offer more than traditional, standard investment advice.

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Retirement Planning

How much money will I need in retirement?  This is often a question that is asked in the final years before retirement.   We can help.

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Mortgage Advice

We at Lodge Financial feel it is important to assist in every financial decision you have to make and that is why we offer an independent mortgage advice service.

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Monday - Friday
9am - 5pm


(028) 7034 4222


9 Lodge Rd, Coleraine BT52 1LU