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
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.
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.