About Us

Universal Finance is committed to holistic financial planning and has been serving clients across the UK for over 30 years.

We are a family-run business, offering holistic financial advice with our clients at the heart of everything we do.  

Our overarching goal for you is to ensure you enjoy financial security and certainty. As a small team of advisers, you can be sure you’ll receive that personal touch. 

Meet the Team

  • ADVISOR

    Liam has been passionate about money ever since he was a little boy. Formerly specialising in insurances, Liam now helps our clients with all aspects of their financial planning. When not at his desk, you’ll find Liam watching his beloved Newcastle United, socialising with friends, playing board games, and spending time with Heather and their three children.

  • ADVISOR

    Sarah started off her career in the world of finance, working as Bank Manager before setting up her own coaching for careers business. She was drawn back to the work of Finance and now as a Financial Advisor she loves helping clients achieve their financial goals. When not working, she manages a busy home with her husband and their 5 lovely children.

  • DIRECTOR

    Born and raised on the family farm in County Tyrone, Darrell entered the world of finance 35 years ago. Darrell is passionate about looking after his clients’ financial needs, many of whom he has worked with for over 30 years. Darrell enjoys travelling the world with his wife and has an abiding interest in church and Christian missionary work.

  • ADMINISTRATOR

    Coming from County Tyrone, Shirley obtained a science degree with the Open University before marrying Darrell. They both set up home near the Monteith family home and continue to live there to this day. Shirley works as a child evangelist and Sunday school teacher when not working at Universal Finance in an administrative role.