ABOUT US
ABOUT OUR COMPANY
Lesley began her career as a mortgage adviser in the early 2000s and has since developed a broad specialism in long-term financial planning for individuals and families. Her approach is built on combining strong technical knowledge with a highly personal service, ensuring clients feel supported and informed at every stage of their financial journey.
Lesley is also deeply passionate about improving financial education and confidence among women. She actively encourages greater engagement with pensions, investments and long-term planning, recognising that women can face unique financial challenges due to career breaks, caring responsibilities and longer life expectancy. This commitment underpins her client-focused approach and her belief that informed decisions lead to better financial outcomes.
Beyond her advisory work, Lesley is actively involved in the wider community and social enterprise sector. She is a Director of Wild Women Of The Woods NI C.I.C., supporting initiatives that promote wellbeing, connection and personal development for women.
Professional, approachable and driven by a genuine interest in people, Lesley is committed to making financial guidance accessible, transparent and relevant — helping clients feel confident about their financial future.
“My aim is to make financial decisions feel less overwhelming and more manageable. I work closely with each client to understand what matters to them, then provide tailored advice that supports both their short- and long-term goals.”
— Lesley Halliday, Director & Financial Adviser
GET TO KNOW LESLEY
Lesley Halliday
WE’RE WITH YOU EVERY STEP OF THE WAY
It’s our goal to help you build you a financially secure future.
25+
YEARS OF FINANCIAL EXPERTISE
We’re financial advisers with a difference.
With over 25 years of experience, our role is to provide you and your family with the financial confidence to live life however you want to, now and in the future.
We help to create the financial confidence, you create the memories.
OUR FINANCIAL ADVICE SERVICES
Financial Planning
Inheritance Tax
Retirement Planning
Protection Planning
Investment Planning
Mortgage Planning
START YOUR JOURNEY WITH US TODAY
We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.
WHAT OUR CUSTOMERS ARE SAYING
Happy clients are the bedrock of any business and ours is no exception.