About Corin Berry Associates
Corin Berry Associates are authorised Independent Financial Advisers with over 50 years combined experience in the financial services industry.
The firm was established in 2000 with husband and wife team Corin and Heather Berry at the helm. We are Independent Financial Advisers, Certified Financial Planners and Chartered Wealth Managers.
We are members of professional bodies including the Personal Finance Society and the Chartered Institute for Securities & Investment.
We provide independent financial advice to families, individuals, businesses and trustees. All our advice is bespoke to meet your specific needs. Using our range of services and expertise we will help you to increase, maintain your wealth and protect it. We can provide advice across all areas of financial planning, giving you complete peace of mind.
Our firm was one of the first in Northern Ireland to have an adviser who had attained Certified Financial Planner and Chartered Wealth Manager status.
Why Choose Us?
Our main focus is to provide first-class advice and guidance for our clients who we feel it is our privilege to look after.
We have completed higher level qualifications and are specialists in investment advice and lifestyle cashflow planning.
Our ethos is to keep it simple, use plain English and make dealing with your finances as stress-free as possible.
Here at Corin Berry Associates, we are striving to preserve the earths resources and with the use of evolving technology are able to conduct client meetings remotely. You can discuss your finances with us from the comfort of your own home. However, if a face to face meeting is more appropriate, we are happy to arrange this.
We offer a paperless client experience, where all of your advice and financial documents can be viewed digitally and accessed through your own individual client site. You will receive details and instructions of how to log in to your site when you become a client. If however you would prefer to receive paper documents, we are happy to produce these for you.
The benefit of having your own client site is that you can see the value of your investments, with real time valuations where possible, at the touch of a button. Gone are the days where you have to wait for the investment anniversary for your annual statement.
Reviewing your finances regularly is key. We offer an annual review service designed to ensure your financial plan is on track to help achieve and maintain your financial goals.
Who Are We?
Corin has worked in financial services for over thirty years, having initially worked for Prudential where he gained a wealth of experience and knowledge, before starting out on his own as an independent financial adviser in 2000. Corin continually strives to increase his knowledge in order to provide clients with the best quality advice and service.
When not at work, Corin is a keen cyclist, and motorcyclist, but his favourite hobby is sailing. He has sailed in the Med, but recently achieved an ambition of sailing across the Atlantic. He can be found regularly on Lough Neagh floating around on his boat. He also enjoys spending time mountain biking and surfing with his two sons.
Heather has worked in financial services for over twenty five years, having previously been a top Mortgage Consultant with a leading Northern Ireland estate agent. She came on board with Corin Berry Associates in 2005 after the birth of their first child.
Heather is a keen cyclist, and is involved in amateur dramatics as a dancer. Over the years she has performed in many large scale musicals and concerts in the Grand Opera House, and other main venues but her highlight to date was dancing and performing in the musical ‘42nd Street’ in 2018.
How we’re paid…
First and foremost, we offer a free initial consultation to enable us to see if we can help your financial situation and offer you the opportunity to see if you need and want our help and expertise.
We are fee based advisers. During our initial consultation, we will tell you upfront how much our fee will be and your options for paying it before we carry out any work for you.
We apply the same rate of fee irrespective of company or contract type we recommend, therefore you will receive truly unbiased independent financial advice.
Links with Professional Firms…
We feel it is important to be able to help you with other aspects of your finances. Regularly our advice will overlap with other professional advisers like solicitors and accountants. We have developed non-commercial relationships with professional firms who can help you with Estate Planning and Taxation.