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BEST RATED BELFAST, UK FINANCIAL SERVICES

3 Best Financial Services in Belfast, UK

Expert-recommended Top 3 Financial Services in Belfast, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Platinum Financial Planning Ltd.
Platinum Financial Planning Ltd.
Platinum Financial Planning Ltd.
Belfast financial services Platinum Financial Planning Ltd. video
10+ YEARS IN TBR
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PLATINUM FINANCIAL PLANNING LTD.

(4.8 Score)
157 Upper Newtownards Road, Belfast BT4 3HX, UK Directions

Since 2004

Speciality:

✓ Retirement Planning ✓ Wealth Management ✓ Pensions and Divorce ✓ Protection Planning ✓ Employee Benefits ✓ Employee Education ✓ Business Protection ✓ Tax Planning and Profit Extraction ✓ Tax Planning and Estate Planning

“Platinum Financial Planning Ltd. was founded to operate as an independent financial planning firm with absolute integrity and transparency. Jonathan Scott, the managing director and founder, established the firm in 2004 and has been managing the business and providing financial advice to clients ever since. Over the years, the team has grown significantly, advising individuals, businesses, and partners across the public and private sectors. They are a team of knowledgeable, caring, and accessible professionals who use their expertise to help clients make the right financial decisions. With a client-focused and independent perspective, they offer an unrestricted, fully accessible service.

2025 Update: Platinum Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. They are known for a no-nonsense, helpful, and completely transparent service, and their advice is always impartial, untainted by product bias and free from corporate agenda.”

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Registration NI613564

Contact:

02890 655 305

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Medical & General Financial Solutions Ltd
Medical & General Financial Solutions Ltd
Medical & General Financial Solutions Ltd
6+ YEARS IN TBR
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MEDICAL & GENERAL FINANCIAL SOLUTIONS LTD

(4.8 Score)
293 Ormeau Road, Belfast BT7 3GG, UK Directions

Since 1997

Speciality:

✓ Retirement and Estate Planning Savings and Investments ✓ Life and Critical Illness Cover ✓ Key Person ✓ Ownership ✓ Loan ✓ Income and Business Protection ✓ Inheritance Tax Planning ✓ Mortgages

“Medical & General Financial Solutions Ltd has committed to high standards, expert knowledge, and ethical practices as an independent financial planning practice. The team is dedicated to delivering a holistic financial planning service that offers bespoke financial solutions tailored to your needs. As a completely independent firm, they work with you to analyse and understand your circumstances before tailoring their recommendations to suit you best. Their service includes advising and implementing any suggestions you confirm you are happy to proceed with. They guarantee that they will research the marketplace before making recommendations, ensuring they always offer you the most appropriate advice.

2025 Update: Medical and General Financial Solutions Ltd. is a well-established firm that has been providing independent financial advice for over 20 years. The firm also has a branch in Edinburgh. They offer quality financial planning and investment advice to both individuals and businesses in Belfast and throughout Northern Ireland.”

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Registration NI046082

Contact:

028 9050 0433

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Navigate Independent Financial Advisors
Navigate Independent Financial Advisors
Navigate Independent Financial Advisors
7+ YEARS IN TBR
CALL CONTACT

NAVIGATE INDEPENDENT FINANCIAL ADVISORS

(4.8 Score)
150 Holywood Road, Studio 3 Strand Studios, Belfast BT4 1NY, UK Directions

Since 2013

Speciality:

✓ Wealth Administration ✓ Investments ✓ Pensions ✓ Business Protection ✓ Tax Planning ✓ Estate Planning ✓ Insurance

“Navigate Independent Financial Advisors delivers financial planning solutions that will help you take control of your future so you can realise your goals and be financially free to live life on your terms. The team provides people with the clarity they need to make sense of and unpick things, giving them the headspace they need to make important decisions that will allow them to achieve their end goal. They are committed to building a great work environment that brings the best out in people. They are dedicated to staying ahead of the curve and finding new and innovative solutions that provide consistently good outcomes. Wherever you are on your financial journey, their services are designed to meet you there, with clear, expert guidance every step of the way.

2025 Update: Navigate Independent Financial Advisors' 100% of clients believe that working with them has helped or will help them achieve their financial goals.”

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Registration NC001204

Contact:

028 9076 9769

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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PLATINUM FINANCIAL PLANNING LTD. REVIEWS

I had a meeting with Will and I have gone from knowing nothing about my pensions to now having a full understanding of my entitlements. Will's explanation of how pensions work was done in such a way that I was able to follow and grasp all that he was pointing out and I left the meeting feeling very positive. Will has a very friendly manner along with an extensive knowledge of financial matters, he not only put me at ease but ensured that I fully understood everything before I left the meeting. I thoroughly recommend Will to anyone who needs financial advice, no matter how small. Thank you, Will, it was a great pleasure to meet with you.

Met with Johanna who was extremely knowledgeable and helpful in assisting our understanding of pension options. Johanna was professional and her explanations were clear and enabled me to decide on an option with which I am very happy. She was friendly throughout and made my wife and I very comfortable with any questions we had. Thank you for this.

Myself and Joanne recently had our annual review with Trevor Johnston in relation to our retirement investments. Trevor is very knowledgeable and explains things in a way you can understand and very much puts you at ease. Overall it was positive experience and we are very happy that he is advising us with our investments.

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MEDICAL & GENERAL FINANCIAL SOLUTIONS LTD REVIEWS

Paddy and the team are very through and straight as a die - always at the end of the phone and really accommodating (especially as I work a shift pattern!) Highly recommend especially for specialist advise for Medical finances As a Locum - he has currently helped me organise my finances and I sorted my first mortgage. Communication has been crystal clear, and solid advise - couldn’t be happier with the service.

Paddy and Jenna were super to deal with at all times. From our initial consultation right to our completion date, they were helpful and informative as well as answering any questions or queries that we had. They made the process of buying our first home very easy and reassured us along the way. I will be recommending them to friends and will certainly use them again in the future.

We recently purchased our first home and are delighted with the guidance and service from Jennifer and the team at Medical & General. From our first meeting to completion of the sale their involvement has been indispensable in answering our questions and advising the process of obtaining a mortgage, corresponding with solicitors, insurance and all the many details in between. As well as their professionalism, being experts in financial planning and economic trends, they treated us with warmth and kindness every step of the way. The whole experience was wonderful and many thanks to Jennifer! Highly recommended.

NAVIGATE INDEPENDENT FINANCIAL ADVISORS REVIEWS

Done a lot of looking around for wealth and investment advice. I decided to go with Navigate following a number of recommendations from friends and colleagues. Been working closely with Matt Greer and cannot recommend him enough. Super responsive and easy to work with. Have explored a number of options I didn't even know about and made really good returns in the process. Would highly recommend.

I highly recommend Navigate IFA to any first-time buyer like myself who may have many questions in the initial stages. They were highly professional, efficient and clear in communication. I highly recommend them to anyone who is new to getting on the property ladder.

The professional and knowledgeable team who kept us informed every step of the way. Really took the stress out of remortgaging and rejigging our life insurance. Highly recommend

TBR® Inspection Score Report

PLATINUM FINANCIAL PLANNING LTD. Total Inspection Points: 116/120
Business Hours: 9
Business Images: 9
Experience: 9
Social Media: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

MEDICAL & GENERAL FINANCIAL SOLUTIONS LTD Total Inspection Points: 115/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Website Standard: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Service Diversification: 10
Website Source: 10

TBR® Inspection Score Report

NAVIGATE INDEPENDENT FINANCIAL ADVISORS Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Website Standard: 9
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
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