we'll help you

find the balance

Our team of Independent Financial Advisers are here to offer you support and advice based on your personal and financial circumstances. We construct an individual plan that aims to achieve your long-or short-term financial goals through our expertise and knowledge of the current economic environment.

your finance

our profession

McSherry Halliday recognise the importance of giving appropriate consideration to your current and future financial position. This has never been more important than in the current economic environment. Also with life expectancy increasing it is essential to give attention to retirement planning both prior to and at retirement.

financial
services

Retirement & pensions

Savings

Tax

Wealth management

our
finance
experts

Alan Hewitt

Independent Financial Adviser

View profile

Susan Breen

Financial Services Assistant

View profile

your
financial service
questions answered

We’re experienced in advising on financial matters. Here, we answer a few common questions that clients ask us.

Is financial advice only for the wealthy?

Obtaining impartial independent financial advice is for everyone irrespective of their accumulated wealth or stage in life.

Are all financial advisers the same?

Not all advisers can offer you the same level of advice. Some may be restricted in the advice they provide or only offer services from one or a limited number of providers. McSherry Halliday are independent financial advisers offering services on a whole of market basis.

Is financial advice expensive?

Our charges are fair and competitive. We do not undertake any work or provide advice without firstly establishing a clients’ requirements and advising them of the cost of the advice. This allows the client to determine whether they wish to proceed. The cost is dependent on the type and scope of the advice which will be designed to provide value to the client and meet their specific objectives.

Are comparison websites not just as good?

Whilst you may be able to access many of the product solutions available, this would be done without the benefit of advice to check the suitability to meet your requirements. You may also only be able to access some of the options therefore not providing you with the most cost-effective solution.

My bank can offer me a mortgage, why would I need a financial adviser?

There are a wealth of mortgage products available with banks and building societies all offering different rates and products. A financial adviser will be able to source the options based on your circumstances to obtain the most suitable and cost effective product taking into account the criteria of the lender which is vital to ensure the mortgage can be arranged. Not all banks and building societies lend on the same types of property or are able to provide the same level of finance.

How do I know if I need a financial adviser?

The initial no obligation appointment or telephone discussion is at our expense and we will be able to confirm whether we are able to assist, the services we can offer and the cost of those services to enable you to decide how to proceed.

what our
wonderful
clients have to say

Used McSherry Halliday to purchase my first flat. The level of service I received from Alan was exceptional. Also, the assistants did a good job when passing on information to me. Overall I couldn’t fault the work they did and how helpful they were.

Very professional firm that cares and goes the extra mile for you. First class conveyancing and mortgage services. Thank you

I have previously dealt with Alan the financial adviser who was able to offer me lots of information on various financial products and services. I wouldn’t hesitate to recommend Catherine, Alan or McSherry Halliday and their excellent services.

I have used this company on several occasions now and can’t fault them on the service they provide. Being disabled myself, they adjust their procedures to suit my needs. I highly recommend them.