Doherty Pensions & Investment Consultancy

At Doherty Pension & Investment Consultancy Ltd (Doherty PIC), we are dedicated to providing forward-thinking, tailored financial planning solutions for our clients and their families. Established in 1985, we are one of the largest financial planning practices in Northern Ireland, offering a comprehensive range of services designed to help individuals and businesses achieve their long-term goals.

With a team of professionally qualified specialists, we take an innovative and holistic approach to creating, supporting, and reviewing a financial plan that's personal to you or your business. Our experts will work closely with you to understand your unique needs and objectives, providing expert advice and guidance every step of the way.

Our Services

Our services are designed to grow and protect your wealth in the most tax-efficient way possible. We provide a range of financial advice, management, and planning services to businesses and individuals, including:

• Pensions Planning: We review existing pension arrangements, establish new arrangements, and provide advice on the annual allowance.
• Investment Management: Our experts will help build an investment strategy tailored to your plans, guiding you through each step.
• Protection: We provide guidance on ensuring you have the right cover in place for your family and business needs.
• Mortgages: Our qualified mortgage advisers offer impartial advice to help you find the right mortgage.
• Retirement Planning: Our financial planners help you achieve your retirement goals and desired lifestyle.
• Estate Planning and Trusts: We advise on the use of available Inheritance Tax exemptions and gifting rules.
• Tax Planning: We help structure your investments as tax efficiently as possible.
• Employee Benefits: We offer tailored employee benefits solutions for businesses of all sizes.

Our Team

Our team is our difference. We have a diverse range of specialist staff offering a breadth of unique skillsets and qualifications. Our team includes:

• Terry Lappin, Managing Director
• Alan Thomson, Director, Chartered Financial Planner
• John Dooher, Business Development Director
• Gavin Curran, Investment Director
• Stephen Cross, Employee Benefits Director
• Lorraine Rodgers, Operations Director
• Matt Gray, Investment Manager
• Jacqui Kyle, Financial Planning Consultant
• Connor Lavery, Financial Planning Consultant
• Selene Brown, Paraplanning Manager
• Alastair Henry, Compliance Manager

Our Vision

At Doherty PIC, we pride ourselves on providing tailored financial solutions for both private and business clients, achieved with integrity and professionalism. We are a business that puts our clients first, and strive to help them meet their goals, avoid pitfalls, and feel secure in their financial lives.