Creating forward-thinking, tailored financial planning solutions for our clients and their families.
Established in 1985, Doherty Pension & Investment Consultancy Ltd (Doherty PIC) is one of the largest financial planning practices in Northern Ireland.
Established in 1985
One of the largest financial planning
practices in Northern Ireland.
At Dohertys we take an innovative and holistic approach to creating, supporting, and reviewing a financial plan that’s personal to you or your business and designed to help you reach your long-term goals. We put the needs of our clients first, and strive to help them meet their goals, avoid pitfalls, and feel secure in their financial lives.
our vision
Meet our
Managing Director,
Terry Lappin
At Doherty PIC, we pride ourselves in providing tailored financial solutions for both private and business clients. This is achieved with both integrity and professionalism, using expertise which has developed over the last 35 years. We are a business that puts our clients first.
Our Team of Experts
Professionally Qualified Specialists
Our team is our difference – we have a diverse range of specialist staff offering a breadth of unique skillsets and qualifications. We can offer unrivalled expert advice in a wide range of areas to benefit our clients at any stage in their individual, family or professional lives.
what we do
Designed to grow and protect your wealth
in the most tax-efficient way possible.
We provide a range of financial advice, management and planning services to businesses and individuals.
Pensions Planning
Our services include; the review of existing pension arrangements, the establishment of new arrangements and advice on the annual allowance.
Investment Management
Through ongoing management and regular review meetings with you we get to know you, help build an investment strategy to suit your plans and guide you through each step.
Protection
Our advisers have a wealth of experience in this area and will guide you through what can be a complex area to ensure you have the right cover in place for your family and business needs.
Mortgages
As qualified mortgage advisers we are able to give impartial advice to help you find the right mortgage. Whether you’re buying your first home, moving home or just reviewing your current mortgage we can help.
Retirement Planning
Our financial planners can help you achieve your retirement goals and desired lifestyle by making the most of your pensions and investments.
Estate Planning and Trusts
Our financial planners are experienced in this complex field and can advise on the use of available Inheritance Tax exemptions and gifting rules.
Tax Planning
Our financial planners can help structure your investments as tax efficiently as possible to ensure that you don’t pay any more tax than you need to.
Employee Benefits
Doherty PIC offers tailored employee benefits solutions whether your business is an SME, a large-scale corporate entity or third sector organisation.
Collaborating with other Professionals
Our approach with professional advisers is collaborative. We have strong relationships with legal, accounting, and other professional services firms
Our specialisms
We will work closely with you to develop a
financial plan to meet your needs
Our range of financial planning areas includes;
Financial Planning for Individuals and
Business Owners
Whether you are a business owner, entrepreneur or self-employed, our Team of qualified Financial Planners will help you develop a goal-based financial plan that reflects what is important to you.
SSAS Planning and Administration
Doherty Pension and Investment Consultancy have had a long history with Small Self-Administered Schemes (SSAS’s). We have been key participants in designing, installing and running pension schemes for over 30 years in Northern Ireland.
Corporate Services
As a business who cares about their employees, employee benefits are important as it shows the employees that their employer is not only invested in them at present but also for their future. Good employee benefits can help to attract and retain talent.
Unique Investment Philosophy
We aim to help clients cut through the noise and confusion around investing and follow solid fundamentals which lead to consistent, successful outcomes.
Trusts and Estate Planning
Trusts and Estate Tax Planning is a very complex area. At Doherty PIC our Team is here to guide you, and your family, through the process.
Careers
Become part of Team Doherty
We are always on the lookout for amazing talent to join Team Doherty. We have a deep learning culture and offer a fantastic training and development programme with clear lines of career progression within the Company
Learning and Development
Career Progression
Excellent Employee Benefits
Great Company Culture
Competitive Salary
