Secure your financial future

Your local Belfast Financial Planners

Build a trusted, personal relationship between you and your local Financial Planner - so we can support you to create a more secure financial future.

Request a call back Meet the team

What we offer

We support a wide range of clients, advisers and organisations with our wealth management and financial planning services.

Wealth Management Service

Entrust your dedicated Investment Manager and Financial Planner to provide you with holistic financial and a robust and personalised strategy for achieving your financial objectives.

Financial Planning Service

A carefully designed financial plan can give you the freedom to do even more of the things you want to do – and maybe even things you never thought possible.

Working with Professionals

We seek to build a trusted relationship with Solicitors, Accountants, Consultants and Trustees to build a collective circle of advice to help your client’s devise a more secure financial future.

Speak with your Financial Planner

0289 693 1910

Monday - Friday (9am - 5pm)

Latest insights

A world of opportunities in retirement
Read Alex’s story on how she helped her client, Andrew, see there was a world of opportunities for his retirement, which he can fully enjoy now, by including his sons in their conversations.
By Alexandra Price
Director of Financial Planning
Article
The importance of retirement planning
By Lisa Caplin
Foundation Financial Planning Director, Charles Stanley
25 Nov 2021 | 4 min read
Article
US inflation at 30-year high
By Garry White
Senior Editor
12 Nov 2021 | 9 min read
Article
Planning for the future
By James Hoare
Financial Planner
09 Nov 2021 | 6 min read

About the Belfast team

Established in 2019, our team of Financial Planners are here to help you gain a better understanding of your current financial situation and the options available to you. We seek to cultivate long-lasting relationships with our clients, offering them a truly personalised service; with many of our clients being with us for many, many years.

Downloads / Documents

Where to find us

We are always happy to welcome you to the Belfast office.

Eagle Star House 5-7 Upper Queen Street
Belfast
BT1 6FB
Get directions

Meet the team

Request a call back

Get a better understanding of your current situation and the options available to you, take advantage of a free one hour consultation with an expert in Belfast.

028 9693 1910 (Open Mon-Fri, 9am-5pm)

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