ASM Financial Planning Ltd is one of Northern Ireland's fastest growing Independent Financial Advisers. Our solid reputation has been built on providing straightforward, honest advice that adds value to both individuals and businesses. As finance can be complicated, our aim is to help steer clients through the maze of financial products, legislation and taxation in order to provide the most appropriate advice. For personal clients this includes: - Retirement planning - Accessing pensions - Inheritance Tax planning - Financial protection from the loss of income - Managing savings to provide a regular income For corporate clients this includes: - Company pensions schemes - Employee benefit schemes - Business protection schemes At ASMFP, we ensure all our clients have access to a professionally qualified and highly experienced adviser who will create a plan that works towards their life goals. We provide recommendations that are easy to understand and carry out regular reviews to ensure they continue to be relevant. We also value every member of our team and regularly engage with them through meetings, appraisals and surveys. Our Social Committee is renowned for organising memorable team building and social events. We place great emphasis on growing our talent base by helping staff to develop their skills to the best of their ability through professional exams etc. ASM Financial Planning have been in business for almost two decades and have a team of 16 people. Due to our recent expansion we have relocated to new offices at 5 Pilots View, Heron Rd, Belfast.
View Top Employees from ASM Financial Planning Ltd.Website | http://www.asmfinancialplanning.com |
Revenue | $1 million |
Employees | 8 (4 on RocketReach) |
Founded | 1999 |
Phone | +44 28 9099 6164 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Fairey Associates Limited, Henson Crisp Limited, MACKAY HALL FINANCIAL SERVICES LTD, PSG Financial Solutions | Independent Financial Planning & Advice, Warwick Road Financial Services Ltd |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52399 Companies |
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The ASM Financial Planning Ltd. annual revenue was $1 million in 2024.
4 people are employed at ASM Financial Planning Ltd..
The NAICS codes for ASM Financial Planning Ltd. are [52, 5239, 523, 52399].
The SIC codes for ASM Financial Planning Ltd. are [62, 628].