Universal Finance: Protection

Background

Universal Finance was first established in 1991 by Darrell Monteith who is still a director in the company today. In 2004 the business was incorporated and now trades as Universal Finance (Omagh) Ltd.

Shirley Monteith - Director

Shirley Monteith - Director

Darrell Monteith - Director

Darrell Monteith - Director

After many years of service to our clients, we now use some of the most up to date analysis systems and information providers to make sure our clients receive individual and careful help with their finances.

We work with our clients to arrive at a solution to their financial needs which suits their requirements as fully as possible.

As Independent Financial Advisers, we act for our clients only. We are not tied to Insurance institutions and we are not a member of any other group or network. We are authorised and directly regulated by the Financial Conduct Authority (FCA).

We offer advice on a fee or commission basis. The choice is yours. Our priority is our clients. Some of the areas we deal with are Inheritance Tax Planning, Investments, Trustee Investments, Life Assurance, Health Insurance, Individual and Corporate Pensions and Long Term Care Planning. We also have a fully independent Mortgage Department.

Our Aim

The great joy of financial freedom is not needing to worry about life’s uncertainties, and our aim is to prepare you for a more secure financial future for you, your family and for businesses of all sizes.

Our customers

“You”, are the focus of our business: we will first of all listen to your aims and objectives and get a picture of your current financial situation as that is the keystone to the formulation of a financial plan which will meet your individual needs. Many people have goals and dreams, but a goal without a plan is just a wish… an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

We will work with you to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected and on a sound financial footing, and to help you build a brighter, more secure future.