Best Financial Advisors in Belfast
The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Belfast area.
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Payroll, Cop9 Investigation, Insolvency Solutions
“Would definitely recommend M J Kane & Co Accountants and in particular Jonathon for his service and professionalism and genuine interest in my business. Your not just a number. Ive been with them for 5 years.”
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Mortgage Advisors Belfast
- Call
- First Time Buyer
- Market
“Excellent service from start to finish - I can highly recommend William. We found buying our first home was made easy each step of the way by engaging with professionals who know how the system works.”
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Medical & General Financial Solutions
- Market
- Mortgage
- Critical Illness
“Medical and General were extremely helpful with the purchase of an investment property, guiding me through the finance process. Patrick and Jenna were excellent”
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Platinum Financial Planning
- Retirement Planning
- Advice
- Impartial
“I just recently had a really informative appointment with Trevor from Platinum Financial Planning regarding pension advice. He explained my plan in great detail and he did so in a way that I was able to understand the unfamiliar terms and jargon. I n...”
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Navigate IFA
- Future
- Businesses
- Questions
“Simply wouldn't go anywhere else. The team at navigate are personable, professional and go above and beyond. A big thanks to Paul, Lewis and the team for finding us a great mortgage deal on our forever home”
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E M Gray & Co
- Efficiently
- Products
- Investments
“We have used Dessie and the team for several years and have always found them brilliant to work with and very helpful with their advice provided over the years.”
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North Financial Management | Chartered Financial Planners
- Pensions
- Mortgage
- Information
“Great conversation about your needs,wants & aspirations.
Clearly shows North financial think about "You" I felt they want to get it right 1st time..felt very relaxed..”
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NJW Financial
Commercial
“Fantastic experience and great pleasure to deal with Nick. Everything sorted with a timely and efficient manner. Highly recommend company to look after you and your finances at any shape or form.”
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CDF Financial
- Quote
- Company
- Documents
“Amazing staff, who have Greta attention to detail and treat you like family and not a client.
They made the entire process so simple and straight forward.
I would highly recommend them.
Five stars all day long. Positive Responsiveness, Quality, Pr...”
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DNT Chartered Accountants
Virtual FD, Human Resource Consultancy, Overview
“We have been using the team at DNT for over a decade now and have always found them to be very proactive, professional and above all honest in their approach to our various business operations.
As a business owner we are always facing operational ...”
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T Nixon Associates
The Monday Investment Club Podcast, Personal Finance Portal, Market Updates
“Always well looked after by Tony / Ronnie”
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Newbridge Financial Planning
Information, Corporate, Personal
“Gareth comes across as professional, trustworthy and an approachable financial adviser.
At our meetings he takes the time to fully gauge my financial needs and I have confidence in him to make the correct choices for me. He gave clear and concise in...”
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Beltrae Partners
“Simply the best corporate advisors out there. A dedicated team who work extremely hard to ensure your goals are achieved.
5 star all the way!”
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One and All Financial Services
Meet the Team, Terms of Business, Mortgage Underwriting
“At One & All Financial Services we work in partnership with our clients, and other professional advisors, such as solicitors and accountants, to meet their financial aspirations. We recognise the importance of building long-term relationships, that p...”
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Financial Professionals
Pensions, Life & Health Insurance, Retirement Planning
“What is Diversification? We've all heard the old adage “Don't put your all your eggs in one basket!” In essence that is what Asset Diversification of your investment portfolio is. Diversification on is a common investing technique used to reduce your...”
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Nuvem 9
- CFO
- Strategic
“My original perception of outsourced accountancy services was that they were very formulaic and structured around basic outputs like end of month reporting and tax returns. We needed someone to support and help form our strategic direction and have ...”
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CRN Financial Services
“Great team to work with very professional .”
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Dowling Financial Planning
“As a first time buyer the mortgage and insurance process can be daunting, confusing and complicated. Tom, Dermot and the team made the whole process extremely easy. They catered to my specific needs and explained everything in lay-man terms. I cannot...”
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Marlborough Place
“We strive to deliver the highest possible level of service to every client, every time. If we got things right, we're always happy to hear that – thank you. If we didn't, in the first instance, please contact your Financial Planner or their Office Pr...”
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Hardy's Financial Advisers
“With an overwhelming number of choices available for investing, saving, retirement and financial protection, it's no wonder you might be feeling confused. Making the right decision isn't easy, yet a wealth management plan is essential if you're going...”
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RB Chartered Accountants
“Innovation has generally been recognised as essential for value creation, both for individual companies and for the UK economy as a whole. The development of new ideas, processes, and technologies and their flow across different sectors is a signific...”
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Law Society Financial Advice
“At LSNIFA we have developed a number of bespoke propositions for our clients. All have the same quality hallmarks and characteristics of delivering a value for money proposition tailored to your needs underpinned by institutional quality solutions an...”
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Crescent Capital, Venture Capital
“Nice”
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Newcross Commercial Finance
Retirement Planning and Investment Management Services in Belfast Cost Estimates
Why these companies made our list
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