Name: Protect NI
Address: 35 Church Square, Banbridge, Armagh City, Banbridge and Craigavon, BT32 4AP, Northern Ireland
Telephone: +44 7552 769625

Core Business Information

Protect NI offers expert, down-to-earth estate planning advice. Secure your family’s future with clear guidance on legally sound Wills, protective Trusts, and essential Enduring Powers of Attorney (EPA) in NI. Don’t wait, get your financial affairs in order and protect your assets from care fees, divorce, and long-term uncertainty. Safeguard your legacy now for peace of mind.

Offerings & Specialties

Area of Service / Products Offered:

Protect NI specialises in providing comprehensive estate and trust services focused on asset protection and long-term security.

Enduring Powers of Attorney (EPA): Setting up this simple legal document to nominate attorneys to manage your financial and property affairs if you lose mental capacity. Essential to avoid frozen accounts and the costly, restrictive process of controllership.
Wills & Testamentary Planning: Drafting legally sound Wills to ensure assets are distributed according to your wishes. Provides essential clarity on legacies and guardianship for children.
Trust Planning & Asset Protection: Implementing legal trust structures, like lifetime trusts, to protect major assets (e.g., the family home) for the bloodline. Safeguards against risks like care home fees, future divorce, bankruptcy, and creditors.
Succession Planning for Businesses & Farms: Developing specific strategies (e.g., Business Wills, FICs) to ensure a smooth transition of the business and its assets, providing a plan for "what happens if anything happens to me".

Practical Details & Amenities

How to Book:

Protect NI encourages clients to move past the initial uncertainty by providing clear, down-to-earth information that answers common questions and highlights the benefits of their unique Life Coach-Driven Estate Planning approach.

Step 1: Get Clarity and See the Value
- Before booking, take a few minutes to explore Protect NI’s resources. This step is designed to reinforce why their expertise is crucial for securing your family's future and to address any initial questions you may have about Wills, Trusts, or Asset Protection.
  - Read the Blog: Planning Made Simple: Review articles that provide clear, simple explanations for complex topics like Estate Planning and protecting your bloodline inheritance.
  - Watch the Videos: Expert Insights: Gain a deeper understanding of the importance of an Enduring Power of Attorney and how to avoid the high costs of legal chaos. Hear directly from Sharon Galway on why her approach works.
  - Review Testimonials: Trust the Experience: See how Protect NI has helped other individuals and families find peace of mind and successfully navigate difficult family conversations around wealth and succession.
Step 2: Secure Your Future
- If, after reviewing the resources, you realise that Protect NI's expertise in Wealth Protection and solving family dynamics can assist you, take action now. As they emphasise, "Don't leave it until it's too late".
- Initiate Contact: Use the Contact Form within this listing to send your inquiry directly to the team.
- Detail Your Needs: In your message, clearly state your primary concern (e.g., setting up a Will, Farm Succession Planning, avoiding Care Fees, or discussing a specific Trust structure).

The Protect NI team will then respond to your message promptly to schedule your consultation and help you put those essential protective measures in place.

About Us and Our Team

About us:

Protect NI empowers individuals and families to take control of their long-term financial future. Headed by Sharon Galway, a professional with nearly 30 years of experience in the financial service sector, they provide essential, down-to-earth advice on securing assets and ensuring a clear, protected legacy.

The firm specialises in estate planning and succession planning for families and businesses, putting strategies in place to protect what clients have built. They are driven by a passion for creating awareness around the serious implications of not having plans, such as the chaos of intestacy or the loss of assets to care fees.

Protect NI offers a specialised focus on complex areas like Farm & Business Succession Planning and assisting the Sandwich Generation with their parents' estate planning needs. Their goal is to ensure clients have peace of mind and that their legacy is safeguarded for the bloodline.

What Makes Us Special:

The core differentiator is the fusion of financial expertise with a coaching approach. The core value of Protect NI is its Life Coach-Driven Estate Planning approach.

Dual Expertise & Clarity: Protect NI is led by Sharon Galway, who is also a qualified life coach. This dual expertise allows her to expertly facilitate difficult family conversations and complex family dynamics, prioritising Peace of Mind. They don't just draft documents; they provide the clarity required to solve family dynamics.
Ultimate Wealth Protection: This approach ensures your bloodline inheritance is protected against significant risks like future divorce, bankruptcy, and the loss of assets to care fees.
Preventative Focus is Key: They stress the urgency of putting protective measures in place well in advance of any diagnosis or point of need, emphasising that timing and intention are key.
Cost-Effective Protection: Proactive measures are highlighted as affordable; for example, an Enduring Power of Attorney for a couple is significantly less expensive than the legal fees and time associated with waiting for the restrictive controllership process to be granted.
Clarity on Risks: Protect NI provides vital education on major pitfalls, such as the misconception that outright gifting a main residence is an effective way to avoid care costs due to the rules on benefit reservation.