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Mortgage Advisors Belfast

(50)

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

(50)

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

(50)

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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MJ Kane & Co. Accountants

(44)

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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Navigate IFA

(24)

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”

FAQs

How long should I allow for an initial meeting?

This initial meeting will last for approximately 60-90 minutes. The time will give us the opportunity to understand your current situation and gain an awareness of your future objectives. We will also provide you with an overview of the services we offer our clients.

Are you independent?

Yes, we are totally independent. That means we have access to whole-of-market products and providers, as opposed to a restricted selection. We feel that being independent allows us to give the best quality advice and provide more tailored solutions.

What happens if my Financial Planner is away on holiday?

Your financial planning will always be looked after by our team. You will be introduced to your dedicated client manager at the beginning of the process.

What do you charge for a financial plan?

During our first meeting we will provide information about how we work with clients and this will include examples of how we charge. This will be followed by a written Financial Planning Proposal which will outline any costs. Our fees are based on the complexity of your situation.

Other questions that you might have are answered on the FAQ page of our website.

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E M Gray & Co

(22)

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

(20)

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

(16)

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

(39)

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

(6)

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

(1)

The Monday Investment Club Podcast, Personal Finance Portal, Market Updates

“Always well looked after by Tony / Ronnie”

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Newbridge Financial Planning

(1)

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

(1)

“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

(3)

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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Dowling Financial Planning

(1)

“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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CRN Financial Services

(1)

“Great team to work with very professional .”

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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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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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Crescent Capital, Venture Capital

“Nice”

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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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Carleton Financial Planning

“Carleton Financial Planning Ltd were established in July 1968 and have over 50 years' experience as Independent Financial Advisers in Belfast. Established to assist clients with all aspects of pre and post retirement planning, investments, protection...”

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Newcross Commercial Finance

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Average Cost	£3754
Minimum cost	£1252
Maximum cost	£10636
Avg Per Hour Rates	£377

Best Financial Advisors in Belfast

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Belfast area.

Mortgage Advisors Belfast

Medical & General Financial Solutions

Platinum Financial Planning

MJ Kane & Co. Accountants

Navigate IFA

E M Gray & Co

North Financial Management | Chartered Financial Planners

NJW Financial

CDF Financial

DNT Chartered Accountants

T Nixon Associates

Newbridge Financial Planning

Beltrae Partners

One and All Financial Services

Financial Professionals

Nuvem 9

Dowling Financial Planning

CRN Financial Services

Hardy's Financial Advisers

Marlborough Place

Crescent Capital, Venture Capital

Law Society Financial Advice

Carleton Financial Planning

Newcross Commercial Finance

Retirement Planning and Investment Management Services in Belfast Cost Estimates

Why these companies made our list

Wealth Management Advisors near Belfast

Popular in Belfast