Northern Ireland

Introducing The Asset Protection Strategy NI

The Asset Protection Strategy NI was set up in January 2011 by Jim, Stephen and Neil Forsythe to work alongside Matthew Mitchell and Daniel Bloomfield who had already established The Asset Protection Strategy in England in 2008.

Throughout their work in the financial services industry they soon realised that the majority of their clients had done nothing about Wills and fewer still had Trusts. There was clearly a new area of advice that they could bring to their clients. They decided that The Asset Protection Strategy was the foundation that all financial services clients should be building their future upon.

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Jim Forsythe

Jim Forsythe has over 40 years’ experience in the financial services industry. He was a top producer for Allied Dunbar/Zurich, Building Zurich’s top practice in the UK for 10 years, focusing mainly on wealth management.. Having retired from financial services, Jim is now fully committed to delivering The Asset Protection Strategy in Northern Ireland.

  

Stephen Forsythe

Stephen Forsythe has over 20 years’ experience in the financial services industry. He was a top producer for Allied Dunbar/Zurich, building Zurich’s top practice in the UK for 10 years, focusing mainly on wealth management and the investment market. Stephen is now Practice Principal of Union Square Wealth Management.

Neil Forsythe

Neil has 10 years’ experience as a financial advisor specialising in mortgages and protection along with wills and trust planning.  In the last 5 years Neil has been involved in the property sector. Neil is now Practice Principal of Union Square Wealth Management.