BEST RATED » BELFAST » FINANCIAL SERVICES

3 Best Financial Services in Belfast, UK

Expert recommended Top 3 Financial Services in Belfast, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

MEDICAL & GENERAL FINANCIAL SOLUTIONS LTD

293 Ormeau Road, Belfast BT7 3GG DIRECTIONS

Since 2003

Here’s The Deal:
Medical & General Financial Solutions Ltd is a boutique financial advisory firm that provides independent and impartial advice on mortgages, protection, pensions and investments. Patrick Macfarlane is the managing director of Medical & General Financial Solutions Ltd. He has been providing independent financial advice to high net worth clients for over 30 years. Jennifer Armstrong is an advisor at the firm who has over 15 years of experience in the field. She advises in all aspects of financial planning. They work with their clients to put together a financial strategy based on individual clients values, goals, and priorities in life and specialise in dealing with high net worth clients. Whether you require financial advice for the first time or you would like to seek a second opinion, Medical & General Financial Solutions Ltd experts is ready to help you.

SPECIALITY:
Life and Critical Illness Cover, Income and Business Protection, Key Person, Mortgages, Ownership and Loan Protection, Savings and Investments, Retirement & Estate Planning

Registration NI046082

[email protected]

medicalandgeneral.com

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Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

NORTH FINANCIAL MANAGEMENT LLP

84 North Road, North House, Belfast BT4 3DJ DIRECTIONS

Since 2009

Here’s The Deal:
North Financial Management LLP is a financial consultancy firm in Belfast, Northern Ireland. The firm specialises in pension transfer consultancy services. Richard Schwartz is the chartered financial planner. He is passionate about financial planning and specialises in corporate financial planning. He has over 25 years of experience in the field. He provides bespoke solutions for his clients based on their businesses' individual and personal needs and unique situations. He is a Fellow of the Personal Finance Society and Chartered Financial Planner. Their business is built around the needs of their clients and their core values of trust, transparency and providing honest advice. North Financial Management LLP focuses on helping you protect and grow your finances by providing you with a free pension review service. And also, they can develop and provide security for your pension fund and help you with making the right decisions.

SPECIALITY:
Retirement and Inheritance Tax Planning, Wealth Management, Family Protection, Cash Flow Modeling, Equity Release, Wills & Trusts

Registration NC000563

[email protected]

northfinancial.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

CARLILE FINANCIAL SERVICES LTD

1 Donegall Square West, Belfast BT1 6JA DIRECTIONS

Since 2014

Here’s The Deal:
'Carlile Financial Services Ltd' is one of the leading financial planning firms in Belfast that gives financial advice for investments, pensions, protection and mortgages. Joe Carlile is the director of Carlile Financial Services Ltd. He has been working in the profession since 2008. They strive to support individuals and businesses to reach their financial goals. They develop a practical plan designed to help you meet the client's financial objectives. He offers tailored financial plans to clients. Carlile Financial Services prides itself on giving friendly and approachable services. They are committed to putting their clients at the heart of everything they do and providing the best possible service.

SPECIALITY:
Savings and Investments, Pensions, Single Tier State Pension, Mortgages, Protection & General Insurance

Registration NI623901

[email protected]

carlilefs.com

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

TBR® Inspection Report: