Professional planning for a better future

Whether it’s about growing capital, protecting existing assets or passing them on to the next generation, we can help our clients come to straightforward and effective solutions without making things too technical.

Ashtree Wealth

Providing for the future takes many forms, whether it’s investment and pension planning or maximising tax-efficiency. That’s why Ashtree Wealth combines financial planning with tax planning to help you grow and benefit from your wealth, then protect it for the next generation.

Ashtree Corporate

We advise business owners on planning for tax-efficient investment and remuneration strategies, and listen to employer requirements to design bespoke corporate financial solutions for workplace pensions, business protection and succession planning.

Ashtree Health

We are changing the way people and businesses across Northern Ireland buy health insurance. Along the way, we’re building a reputation as a trusted team delivering comprehensive and cost effective health insurance for business and individuals.

Ashtree Protect

At Ashtree we always remember how long term plans can be undone by unforeseen events. That’s why we advise businesses and individuals on a full range of life, health and income protection contracts.

Ashtree Mortgages

We make finding the right mortgage easy. Ashtree Financial acts as an independent broker to offer a full range of mortgage advice and related financial services. We advise first time buyers, movers and re-mortgagers alike, as well as on specialist areas of  buy to let and equity release.

Get in touch with one of our team by calling +44 (0)28 3026 2026 or emailing enquiries@ashtreefinancial.co.uk
to help you further