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Partnering with Financial Advisors:

Unmatched Effectiveness in Protecting Clients

Some of the advisors we work with have been in business of excess of 40 years and we have discovered that many advisors do not use even life assurance trusts for protection of their clients. We understand that the FCA and the consumer duty current regulation advises to put assets and peoples lives into trusts. The world of Protect NI LLC goes even further because in addition to you doing your job as a Financial advisor, we can introduce you and your clients to the world of private trusts, Family investment companies and much more. Our structures can protect assets such as crypto, property, intellectual property, works of art, farms, businesses + much more. When setting up a structure with ourselves it will be done in such a way to protect against future issues that may concern you whilst also opening your mind and opportunities to create more from what you already own.

We recognize that standard compliance features often fall short in providing the level of protection and security you desire for your clients. That’s where we come in, offering bespoke solutions that align with your high standards and commitment to client care.

Through our partnership, we aim to enhance your advisory services, enabling you to offer unparalleled asset protection and estate planning strategies. Together, we can ensure your clients enjoy the peace of mind that comes from knowing their wealth is safeguarded and their legacy preserved. Join us in this collaborative journey and experience the transformative impact we can achieve for you and your clients.

Our Mission

Educate on the ultimate forms of Legacy Preservation & Wealth Creation Strategies

Clientele

Homeowners / Buy To Let Portfolios/ Farm Owners / Business owners / Individual Entrepreneurs / Financial Advisors

What We Do

Help you see how we create tailored structures that are not found anywhere else in Northern Ireland.

Let's have that first conversation

When you are interested in hearing more about how we can work together, get in touch via our contact form.

Let's Meet