PN
Patricia Newell
Financial Advisor at Miskimmin Wealth
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Work Experience
Financial Advisor
Apr 2015 - Present · 9 years and 9 months
Financial Advisor
May 2017 - Feb 2019 · 1 years and 9 months
Financial Advisor
Oct 2016 - Apr 2017 · 6 months
Company Details
11-50 Employees
Planning Tomorrow, Today. Miskimmin Taylor can take the hassle out of planning your finances. Wouldn’t it be great if all you had to worry about was living your life? Imagine if you were able to live the lifestyle you really wanted and knew that you could maintain that level of lifestyle for the future; if you had the confidence that your family would be financially secure, no matter what the future holds. What steps would you take to have more control over your future? We will work with you to create a clear and personalised financial plan that will simplify the process, cut out the jargon and will be based on helping you achieve your goals in life. Here at Miskimmin Taylor, we remain confident but cautious about having all your eggs in our basket. We want to put a breath of fresh air into our client experience and make your financial planning a simple and enjoyable journey. Your financial plan should work for you and as your lifestyle and finances change over time, the decisions we make together will reflect these changes. Relationship building is key to us and we are passionate about joining you on this journey, building a solid and strong long-term relationship based on trust, honesty, integrity and transparency. We believe in the importance of having a plan for your financial future by ‘Planning Tomorrow, Today’. We think ‘face to face’ is the best way to conduct business as through working closely, a weight can be taken off your mind when it comes to money. It is never too early or too late to make a plan, the important thing is having one and we’re excited that you might feel this way too. Website: www.miskimmintaylor.com Telephone: 028 90 594600
Year Founded
2010
Social Media
Linkedin
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Insurance Carriers, Finance and Insurance
HQ Location
Pilot House 6 Pilot's View Belfast, BT3 9LE, GB
Keywords
Professional AdviceQualified AdvisersA warm and welcoming atmosphereand Bespoke client experience
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