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Helping you

Organise your financial affairs

pensions

an elderly couple reading books
We help clients to build funds for retirement – investing and managing them in retirement including succession and inheritance tax planning.
plan retirement

investments

a person making piles of gold coins
We can offer advice to clients on potential investment options available from deposit accounts to 100% capital secure investments.
invest your money

protection

parents and children playing with toys
Spending a small amount on protection cover means you can provide for the financial needs of the family in the event of serious illness or death.
ensure protection

mortgages

a man wearinga suit with is hands around a model house
Complete our Mortgage Questionnaire here and one of our advisors will be in touch with you to discuss what mortgage options are available to you.

Mortgage Calculator

a person calculatingtheir mortgage on a handheld calculator
Planning on getting a mortgage but don't know how much you can borrow? Use our mortgage calculator to get an idea of what you can borrow.

Protection Products

an insurance policy document ontop of a table
Complete a medical questionnaire for protection products that include life assurance, mortgage protection, income protection and specified serious illness cover. Once submitted one of our advisors will be in touch with you to discuss your options.
COMPLETE ASSESSMENT

Our team is ready to meet you...

And they are passionate about helping people better organise their financial affairs and meeting financial goals.

A word from our clients

  • "I found dealing with Inverdea for our staff pension and healthcare arrangements a welcome relief, as they explained the technical details in an easily understandable way and pointed us in the most comprehensive, yet cost effective option.
    The service they provided by meeting the staff on a one to one basis, goes beyond any service levels we have experienced before and provides our staff with an opportunity to review their pensions on an annual basis. We look forward to their continued service and professionalism."
    James Mayer - Director of Pinnacle Engineering
  • "Got serious illness cover from Inverdea and have to say that it was the best customer service I have ever received. Staff were so friendly and helpful and answered all of my questions (I had a lot!). Quote came through really quickly, and was happy with how good value it was. Going to Inverdea has really helped me organise and plan for the future!"
    Geraldine Bruen
  • "I wanted to look into getting a new price for my mortgage protection as my health had improved/stopped smoking. Even in the Covid crisis Teresa was able to communicate through email so effectively, quickly and explained it all so well. She kept me up to date with the different quotes etc that were coming through and all through the process i was aware of what was happening and what was needed from me. I would highly recommend Inverdea"
    Lauren Keogh
  • "I highly recommend Inverdea. Having no background in financial or fiscal matters, I did not know where to start when thinking about investing. The staff were so helpful and efficient and answered all my queries without delay. The online portal is particularly useful as I can check up on my savings at any time."
    Kirsty Phillips
  • "Excellent mortgage advice. At first I was daunted by the prospect but Teresa made the whole process so easy. Very good value compared to other financial service businesses. Will be going back to sort out the pension!"
    David Caldwell
Click here to read them all on Google...

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