3 Best Financial Services in Belfast

“Platinum Financial Planning Ltd is one of the leading financial planning firms in Belfast. 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. Platinum Financial Planning Ltd was founded to operate as an independent financial planning firm with absolute integrity and transparency. 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.”

Read more

“Medical & General Financial Solutions Ltd is a well-established financial planning firm in Belfast. They have been providing independent financial advice for over 27 years. Located on the Upper Ormeau Road, Belfast, they offer quality financial planning and investment advice to individuals and businesses throughout Northern Ireland. They are 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 analyze 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.”

Read more

“North Financial Management is a top-notch financial consulting firm in Belfast. Richard Schwartz, the founder and financial planner, is a passionate and sought-after financial adviser specializing in corporate financial planning. With more than 25 years of experience, Richard provides bespoke solutions based on the unique needs of his clients and their businesses. The team at North Financial Management offers expert and impartial advice on all aspects of your financial circumstances and develops strategies to help you achieve your financial aspirations. They are committed to delivering professional advice to help build your financial future and work hard to ensure their services meet high professional standards. They also strive to maintain a personal touch, avoiding incomprehensible jargon and bringing clients along every step of the way. All their staff are friendly and approachable while maintaining an efficient and professional service for all their clients.”

Read more