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Financial Services

The Benefits of Advice

The financial choices you make, from buying a new home to arranging life assurance and protection plans, are some of the most important decisions you make through your life.

In these uncertain times more than ever it is vital that you receive the best help and guidance to find the right products for your individual financial needs.

Expert Support

Our professional advisers will give you the reassurance of knowing you have access to an expert who can give you practical help and answers your questions, to enable you to understand the often daunting maze of financial products.

Our advisers are all professionally qualified, with the levels of knowledge and training to help you get the best from your money by identifying your personal needs. They will also keep in contact with you in the future so that you are up to date with the ever changing choice of mortgages.


We source from the whole of the market, with the exception of bridging loans.


Making recommendations

After fully understanding you financial situation and needs, our adviser will make recommendations to meet your specific circumstances and will continue to be on hand throughout the whole home buying process and to help with any further questions you may have.

Ongoing guidance

As your life changes, so will your financial needs. Having a UPS Financial Services adviser on hand means you always have a professional there to review your needs and help you make the right choices to help protect you and your family.

We do not charge for initial mortgage consultation. We may charge a fee on completion of your mortgage depending on the circumstances. Our typical fee is £250. Please confirm with consultant at the time of appointment.

Your home may be repossessed if you do not keep up repayments on your mortgage.

As with all insurance policies, conditions and exclusions will apply.

Meet the Financial Team

Sam Brown
Sam Brown
Cavehill
Paul Connell
Paul Connell
Glengormley
Tracey Perry
Tracey Perry
Andersonstown
Eileen Morrow
Eileen Morrow
Lisburn Road
Mari O'Hagan
Mari O'Hagan
Ballymena
Linda McAllister
Linda McAllister
Downpatrick