call us now 07714 235 701
call us now 07714 235 701
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. Equally, we've found that many individuals will not have a clear strategy for retirement and work should be done to evaluate their current pension provision and how capable it is to meet future needs.
Specialisms: Advice in retirement, Company directors, Business owners, Senior corporate executives, Private clients
Ciaran Preshur 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.
I began my career with Cunningham Coates Stockbrokers in a discretionary fund management role. After almost 10 years, I resigned to set up Ciaran Preshur Wealth Management in 2017 and provide a full financial planning offering and investment service to clients.
Jacqueline Preshur has achieved a BA(HONS) Degree in Economics from Ulster University.
Jacqueline 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. She then returned to the workplace in a busy accountancy firm as the Practice Manager for 3 years. As CPWM continued on it's 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 business.
Ciaran Preshur Wealth Management, Millennium Court, William Street, Portadown, Co. Armagh, BT62 3NX
Ciaran Preshur Wealth Management is an Appointed Representative of Quilter Financial Services Limited, who is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s/). Ciaran Preshur is entered under the FCA register under Reference number 764649.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
Approver Quilter Financial Services Limited 15/05/2025
