Medical & General Financial Solutions Ltd operates as an exclusive financial advisory firm, offering unbiased guidance on various financial matters, including mortgages, protection, pensions, and investments. Leading the company is Patrick Macfarlane, who boasts over three decades of experience providing independent financial advice to affluent clients. Jennifer Armstrong, an advisor at the firm, contributes her extensive fifteen-year background in financial planning, covering a broad spectrum of financial aspects. Their commitment lies in delivering a comprehensive financial planning service tailored to individual needs, focusing on creating custom financial solutions. Their approach involves collaborating with clients to establish a financial strategy that aligns with the client's values, life goals, and priorities. Specializing in high-net-worth clients, they prioritize offering the finest advice, exceptional service, and the most current information in financial services. Operating as independent financial advisers, they continue to provide ongoing financial solutions to both new and existing clients, individuals and businesses, all seeking top-quality financial counsel. There is another branch of the company in Edinburgh. Additionally, Medical & General Financial Solutions Ltd extends the courtesy of a complimentary initial consultation.
UNIQUE FACTS:
• Provides Independent Financial Advice For Over 20 Years.
• Offer You The Most Appropriate Advice at All Times.
• Recommending and Monitoring The Appropriate Arrangements for Each Client.
Best Financial Services in Belfast
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MEDICAL & GENERAL FINANCIAL SOLUTIONS LTD REVIEWS
Medical and General have advised my family for decades on various financial matters. Most recently this year we completed on our house purchase/finance through Pat, Jenna and the team. They are fantastic financial advisors who give timely, realistic, and practical advice. They have a wealth of knowledge and connections and are there for you every step of the way. The most friendly team in Belfast and I won't ever hesitate to recommend them to anyone.
I have been a client here for about twenty years and have always received very good advice carefully adapted to my changing personal circumstances. Four years ago I had to retire early due to a very rare medical condition. Thankfully as I had critical illness and income protection insurance in place I was able to pay off my mortgage and retain a good quality of life. I would recommend Medical & General Financial Solutions to anyone at any stage in their career.
Very happy with Medical & General, their services, products and communication: honest and straight talking. Paddy really helped put my mind at ease and set out a good plan for the future.
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Platinum Financial Planning Ltd. is a prominent independent financial advisory firm with Jonathan Scott as its Managing Director. His specialization lies in equipping individuals with comprehensive knowledge concerning their investment, retirement, and mortgage choices. His primary objective is to empower people with a deeper understanding of their financial circumstances, explain their available options, and collaborate to construct a plan that enables the achievement of their financial objectives. They are well-equipped to assist you in attaining your short, medium, and long-term goals, delivering impartial advice and personalized solutions tailored to your specific requirements. The firm has garnered a reputation for excellence in financial planning, endorsed by many private clients. Their approach is founded on insight, ensuring that you benefit from a wealth of financial expertise provided by trusted professionals who take the time to understand your unique situation. Platinum Financial maintains a highly client-centric and independent standpoint, offering clients an unrestricted and readily accessible service. Notably, they also serve clients in London for added convenience.
UNIQUE FACTS:
• On-site Services.
• Online Appointments.
• 96.71% of Clients Would Recommend them to Their Friends, Family, or Colleagues.
• 93.13% of Clients Believe That Working With them Has Helped Them or Will Help Them Achieve Their Financial Goals.
• 98.77% of Clients Were Satisfied That They Understood Their Needs And Objectives.
• Free From Corporate Agenda.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
PLATINUM FINANCIAL PLANNING LTD. REVIEWS
Trevor provided a full review of my existing investments with recommendations backed up by a comprehensive and easy to understand written report. Face to face follow up meetings allowed for detailed discussion without pressure to transfer my portfolio. I am now confident that the highlighted weaknesses have been addressed and that ongoing reviews will identify any further issues and indeed opportunities. Throughout the process Trevor was most helpful and indeed patient when faced with my many questions! I am most impressed with the professional attitude of Trevor and the Platinum Financial Planning team and can recommend them without reservation.
Thanks to Trevor @ Platinum Financial Planning for his help in handling my financial transition from employment into retirement. I am indebted to him for clear and concise advice regarding my individual pensions and finances. I am very happy to recommend Platinum Financial Planning for all matters relating to personal finance. The best thing I can say is that I feel very confident in the advice received regarding my pensions and investments & look forward to continued association!
I had the pleasure of meeting with Johanna at platinum financial planning. She was extremely knowledgeable, very friendly and understood my investment needs. Any follow up queries have been dealt with swiftly. I would definitely recommend.
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North Financial Management LLP, situated in Belfast, is a financial consultancy company comprising a team of independent financial planning experts who deliver high quality financial and pension advice. Their primary area of expertise lies in offering pension transfer consultancy services. Richard Schwartz, a chartered financial planner, stands out as a key figure within the firm, boasting over 25 years of experience. Richard is deeply passionate about financial planning, focusing on corporate financial planning. His approach is marked by crafting tailor-made solutions for clients, addressing the distinct needs and individual circumstances of their businesses. As a Fellow of the Personal Finance Society and a Chartered Financial Planner, Richard has cultivated a financial planning practice that centers on the client, collaborating closely with professionals from various financial domains. His commitment to providing precise advice is evident in the fully personalized service he offers to clients, considering the intricacies of each business and their unique circumstances. This approach forms the basis for enduring client relationships founded on reliable counsel and trust. They prioritize meeting the specific needs of their clients and offer a free pension review service aimed at safeguarding and growing your financial resources, guiding you to make well-informed decisions.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Focus on Helping You Protect and Grow Your Finances.
• Develop Strategies to Help You to Fulfil Your Financial Aspirations.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
NORTH FINANCIAL MANAGEMENT REVIEWS
Richard organised income protection with two companies, Richard was superb in the support he provided in sorting out the difficult company and they ended up doing what they should have done in the first place! Thank you Richard!! He also organised several mortgages for the buy-to-let houses over the last three years and all went through successfully. Where there were any difficulties he and his office were excellent at sorting things out eg. Requests from the mortgage companies for further information.
My mum & dad originally met Richard over 20 years ago, when they were looking for some financial advice & we have sort of inherited him! He has recommended & set up various things for all the family over the years; he's become our 'go to guy'! Considering the damage the Financial Crash did to many, we count ourselves very lucky that we had had Richard's advice in place over the years to steer us through; there have been up's & downs in how things performed of course, but by far we're glad we had him.
Richard provided candid advice and various options in an extremely patient manner. He was prepared to meet immediately on numerous occasions to provide advice and assistance. I am delighted with the support and advice received from Richard and cannot suggest anything that could improve the service provided.
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