Belfast
Secure your financial future
Speak with one of our financial experts to get a better understanding of your current situation and the options available to you.
Whatever life stage you are in, be that building your business or career, thinking about retirement, or planning how best to support a growing family, now is the time to ensure you have the right plans in place to secure your financial future.
Complete the form to arrange your consultation with a member of our Belfast team.
About our Belfast team
Established in 2019, the Belfast office is home to a highly experienced team of two financial planners, who work to provide their clients with a truly bespoke service.
Supporting a wide range of clients including individuals, charities and trusts; the team specialises in building long-lasting relationships to provide their clients with a financial plan to help them achieve their financial goals. Working with investment management colleagues to offer a holistic wealth management service.
Get in touch with the team today
028 96 931 910
Why Charles Stanley?
Client care for 200 years
With over 200 years' experience, we have created financial security for tens of thousands of people. Through bespoke investment management and financial advice, we continue to evolve to help our clients meet their goals by understanding what wealth means to them.
Belfast Office
Where to find us
Contact the Belfast Office
Eagle Star House 5-7 Upper Queen Street
Belfast
BT1 6FB
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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 .