Business Details
28 Years
experience
Independent Financial Advisers in Derry
Foyle Financial has been providing independent financial advice since 1998, helping clients navigate complex financial decisions with clarity and confidence. Our team of experienced professionals specialises in investment management, retirement planning, mortgage solutions, and protection strategies, offering impartial guidance tailored to individual client needs. As an FCA-authorised firm, we maintain strict regulatory compliance while prioritising long-term client relationships through transparent communication and ongoing financial reviews. Our independence from commercial financial institutions ensures unbiased recommendations across the entire market.With 24 years of local expertise and endorsements from professional networks including accountants and solicitors, we deliver comprehensive financial planning services designed to achieve clients' long-term objectives. Our principal adviser brings 28 years of industry experience, supported by a qualified team member specialising in mortgages and protection. We operate on a fee or commission basis, offering initial consultations at no cost to help clients make informed financial decisions.
Services
Investment Management
Retirement Planning
Mortgage Solutions
Protection Planning
Ongoing Financial Reviews
Details
- Year established: 1998
Highlights and features
- We have 24 years of independent financial advisory experience
- Our team includes specialists with 28 years industry experience
- FCA regulated for your protection and compliance assurance
- We offer impartial advice across the entire financial market
- Personalised financial reviews adapt to changing circumstances
Associations and certifications
- Financial Conduct Authority
Services
Investment Management
We create tailored investment strategies aligned with your risk profile and financial goals. Our independent status allows access to the entire market for optimal portfolio construction. Regular performance monitoring ensures your investments remain aligned with changing circumstances and market conditions.
Retirement Planning
Our experts help develop comprehensive retirement strategies considering pension freedoms and income requirements. We provide guidance on pre-retirement planning and post-retirement options including annuities and drawdown pensions. Regular reviews ensure your plan adapts to legislative changes and personal circumstances.
Mortgage Solutions
As independent advisers, we access the complete mortgage market to find suitable solutions. Our service covers first-time purchases, remortgaging, buy-to-let, and equity release options. We explain complex mortgage products in clear terms to help you make informed decisions.
Protection Planning
We assess your protection needs to ensure adequate coverage for dependents and business partners. Our services include term assurance, critical illness cover, and income protection policies. We help determine appropriate coverage levels and policy types to safeguard your financial commitments.
People
Brendan Carlin
Principal
With 28 years' experience in financial services, Brendan founded Foyle Financial in 1998. He specialises in investments, pensions and mortgages, bringing extensive technical knowledge and a client-focused approach to financial planning.
Tony Ward
Mortgages and Personal Protection
Tony joined Foyle Financial in 2021 with a Masters Degree in Business Administration and CeMap qualifications. He specialises in mortgage solutions and personal protection, combining banking experience with comprehensive financial product knowledge.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, mortgage solutions, and protection planning tailored to individual client needs.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 1005338.
How do you charge for your services?
We operate on a fee or commission basis, with mortgage arrangements typically charged at £195. Initial consultations are free.
Do you offer ongoing financial support?
Yes, our Ongoing Review Service provides regular portfolio assessments and financial plan updates to adapt to changing circumstances.
What makes you different from other advisers?
As independent advisers, we offer impartial advice across the entire market with a focus on long-term client relationships and technical expertise.
How experienced is your team?
Our principal adviser has 28 years' experience, while our mortgage specialist holds a Masters Degree and CeMap qualifications.
