FINANCIAL PLANNING
Paul Taggart
understanding of how financial advice can add value to their circumstances. In recent years, increased regulation including greater transparency in the area of fees and charges have helped to restore confidence in the industry and WMB welcome the increased transparency and aims to help guide clients through the many options available both at the initial stage of the advice process and on an on going basis. ■
David White, Janet Barnes and Paul McMullan
offer its services to the corporate market. Paul, a former colleague, who has over 25 years of experience in financial services, is a Chartered Financial Planner and specialises in corporate benefits and has provided advice to several companies in the Top 100 as well as individuals within these companies. The firm has secured Corporate Chartered Financial Planner status, one of just a dozen or so firms in Northern Ireland who hold Chartered status, further enhancing the firm’s professional standing. As Chartered Financial Planners, WMB is publicly committed to a customer-first approach
AUGUST 2019
and values that align with a professional code of ethics. WMB provides solutions relevant to a client’s needs and will maintain their knowledge through qualifications and ongoing professional development.
White McMullan Barnes Limited can be contacted on 02890 730175 or by email: info@ wmbifa.co.uk. The company is located at The Mount Business & Conference Centre, 2 Woodstock Link, Belfast, BT6 8DD and can be found online at www.wmbifa.co.uk. White McMullan Barnes Ltd is authorised and regulated by the Financial Conduct Authority.
This title, which is granted by the Chartered Insurance Institute, the professional body for personal finance, will assist WMB further in building trust and confidence with clients. While most people recognise the need for financial advice at various stages throughout their life, some are reluctant to engage the services of a financial adviser due to a lack of trust in financial services and a lack of
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