Our Company

Find out more about us

At Ballymena Investment Centre Ltd, we strive to uphold a strong and customer-centric company ethos. Our core values guide our actions, decisions, and interactions, shaping our commitment to excellence and integrity in all aspects of our work.

Here is our company ethos:

Client-Centred Approach: We place our clients at the heart of everything we do. We understand that each client has unique financial goals, circumstances, and aspirations. By actively listening and engaging in meaningful conversations, we develop tailored financial plans that address their individual needs and aspirations.

Trust and Integrity: Trust is the foundation of our relationships with clients. We act with the utmost integrity, maintaining honesty, transparency, and confidentiality at all times. Our clients can rely on us to provide professional advice, acting in their best interests and upholding the highest ethical standards.

Long-Term Relationships: We value long-term relationships with our clients, built on mutual respect and trust. We aim to be their trusted financial partner throughout their journey, adapting and refining their financial plans as circumstances evolve. We strive to foster enduring connections and provide ongoing support to help clients achieve their financial goals.

Our financial planning firm was established in 2008 and is located in Ballymena. Over the years, we have been dedicated to offering our expertise and guidance to individuals seeking financial advice. While the majority of our valued clients are based in the local area, we also serve clients across England, Scotland, and Wales.

Our company is an integral part of a comprehensive Network structure alongside Quilter Financial Planning Ltd. We firmly believe that being a part of a larger entity offers our clients valuable reassurance, as they can rely on the added support, expertise, and financial security provided by Quilter Financial Planning Ltd.

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