Trusted advice, built on lasting relationships
Ciaran Preshur Wealth Management was established in 2017. Since then, we are pleased to see the firm grow as more clients put their trust in us to guide them through key financial decisions in their lives.
Based in Portadown, we provide advice to clients throughout Northern Ireland and the UK. We are committed to ensuring that our industry knowledge remains relevant and current by placing strong emphasis on personal development. This, along with the pride and dedication that we place on developing solid personal relationships with our clients, ensures that we offer a rounded, professional and principled service.
Fundamentally we see our approach as one of problem-solving for the client — rather than product-selling. As a result, our clients can expect to receive the most comprehensive and appropriate advice at all times. Our work to date has been primarily with business owners, helping them with tax-efficient profit extraction and long-term retirement planning.
SPECIALISMS
Advice in retirement · Company directors · Business owners · Senior corporate executives · Private clients.
PROFESSIONAL ACCREDITATIONS
Meet our Team
Ciaran Preshur
Ciaran has achieved a Masters in Wealth Management from the CISI, a Diploma in Advanced Financial Advice from the LIBF and a BA(HONS) Degree in Economics from Ulster University. He began his career with Cunningham Coates Stockbrokers in a discretionary fund management role. After almost 10 years, he resigned to set up Ciaran Preshur Wealth Management in 2017 and provides a full financial planning offering and investment service to clients.
Jacqueline Preshur
Jacqueline has achieved a BA(HONS) Degree in Economics from Ulster University. She started her career in a High Street bank and completed her CeMap qualifications. When family came along, she took a career break for several years, then returned to the workplace in a busy accountancy firm as Practice Manager for 3 years. As CPWM continued on its growth trajectory, she joined Ciaran to work as a husband-and-wife team. Jacqueline is the first point of call for clients and deals with the day-to-day running of the practice.