Testimonials

Read some of the feedback received from clients.
She has been a financial adviser to my late husband and me for more than 10 years and we always found her to be absolutely honest and trustworthy. Always taking into account our wish to have medium risk investments, she was never pushy and gave us excellent advice. She has a very sound knowledge of ...
Pat Lawther | Retired Comp. Supervisor, Lisburn
As a client of Barbara Copeland for the past 4 years, she has helped us deal with a complex portfolio. During this time, the assistance which Barbara has given to us has been excellent and her financial advice has already proved successful. During retirement our financial needs are likely to change ...
Lorna Doherty | Retired Public Servant, Newtown Abbey
She has helped me through difficult times and at all times she has placed my interests first and nothing was too much trouble. The service and support has always been exceptional. I have no hesitation in recommending her to family and friends.
Alberta McKnight | Bangor