Secure your financial future

Your local Belfast Wealth Managers

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

Request a call back Meet the team

What we offer

We support many clients, advisers and organisations with financial planning and investment management in Belfast.

Wealth Management Service

Entrust your dedicated Financial Planner and Investment Manager to provide you with a holistic financial plan and personalised investment strategy.

  • We’ll explore your financial requirements to create a plan that matches your individual needs and goals.
  • We'll give you confidence in your investment decisions based on your investment strategy.
  • We’ll form a secure financial future for you and your loved ones.
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Holistic Financial Planning

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.

  • We'll create a financial plan that matches your individual needs and objectives.
  • We can help you become more tax-efficient with your savings with our range of planning tools and techniques.
  • Professional expertise on hand to organise your investments to ensure you are comfortable with your financial decisions.
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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.

  • Matching you with the right advisers to build the most appropriate team around your client.
  • We’ll shape and manage a bespoke financial plan and investment portfolio for your client, giving them financial peace of mind.
  • Helping you stay informed with market commentary, personal finance guidance and thought leadership on key financial matters.
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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
Your 2024 tax year checklist
By Rob Morgan
Spokesperson & Chief Analyst
01 Mar 2024 | 9 min read
Article
Seven tips for using your ISA allowance
By Rob Morgan
Spokesperson & Chief Analyst
04 Jan 2024 | 9 min read
Article
Time to get your financial plan in order
By John Moseley
Financial Planner
29 Dec 2023 | 8 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.

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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