Belfast Office
The Charles Stanley Belfast office is jointly headed up by two Directors of Financial Planning, Alexandra Price and Neil Torney.
Alex and Neil have worked in the industry for many years managing high net worth clients providing financial peace of mind for generations. They help their clients through every life stage from their foundations through to advice around tax efficient savings, retirement planning, wealth protection and inheritance tax planning.
Both joined Charles Stanley in 2019 from Tilney, where they had accumulated 11 years’ service between them, managing high net worth clients , many of whom have followed them throughout their combined 50 year career in financial services in Northern Ireland.
They are very much looking forward to welcoming clients and prospective clients to our office in the heart of Belfast.
Contact the team today with the number below, fill out the form or email us directly.
028 90 918310
Belfast Office
Where to find us
Contact the Belfast Office
Suite 313, The Scottish Provident Building, 7 Donegall Square West
Belfast
BT1 6JH
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Our Team
More about Alex
Alex joined Charles Stanley as Director of Financial Planning in 2019. Prior to joining Alex has 23 years experience advising clients, most recently at Tilney ,where she advised high net worth clients including lottery winners. Alex specialises in investment advice along with IHT planning, she also advises clients who are going through a divorce using cash flow modelling, along with personal injury clients. She is a pension transfer specialist and provides advice on pre retirement and at retirement solutions
More about Neil
Neil joined Charles Stanley as Director of Financial Planning in 2019 , he has been advising private clients and their families for over 25 years, most recently at Tilney and Grant Thornton .Neil specialises in Financial cash flow modelling, use of trusts, inheritance Tax and estate planning. He is a pension transfer specialist and provides advice on retirement income generation and investment solutions .