Audit & Consulting in Belfast

“I can't commend the team enough on the high level of service provided by Paddy and Jenna at Medical and General. They tackled issues we faced with cross border lenders, and gave us the best solutions possible, throughout a tricky and long purchase process, they provided great support- even 10 months after originally speaking with them. They got us over the line for the best value with the best lender, and we are now happy home owners and would recommend to family and friends without a doubt! If you have a tricky purchase, it's your first time or anything in between- give Paddy and Jenna a call, they offer the most professional and friendly service.”

“I recently purchased a property and Joe helped me at every step of the way. Joe sourced mortgages as well as life insurance and gave multiple options and professional advice in terms of what was best suited. Joe made the entire process of purchasing the property stress-free and I was confident that that my finances were in excellent hands considering Joe’s expertise and attention to detail. Joe made frequent contact and regularly kept me updated of developments. I couldn’t recommend Carlile FS enough and I will be sure to avail of Joe’s services in the future!”

“During the remortgage process I was kept updated with all information and presentated in a clear manner for me to understand. The professionalism and knowledge NJW Financial (Nick ) has is second to none which in turn gave me the confidence I needed to proceed and to get the best deal that suited my current and future situation. Much appreciated Thank you”

“Paddy was a brilliant help when I was coming to the end of my mortgage term. As a very unorganized person I really struggled with this sort stuff. Paddy kept me right and up to date with the best deals, advice, and also best point to Lock in a new deal. Paddy took care of everything. I also had a poor deal on life insurance from years ago that I was still paying. Paddy took care of this and helped me by finding a policy that really suits my needs in the worst case. My experience has been very easy, stress free and also knowledgeable. Can't thank Paddy Rice enough, Fully recommend.”

“I needed financial advice at a time of significant change in my life as I sought to change my career and start my own business. In addition, I owned assets in respect of which I needed guidance from Richard as to how best these assets could be used to assist me in my longer term business strategy and personal goals. Richard was able to bring forward innovative solutions and ideas to marry together all of the objectives which I was seeking to achieve. He advised and together we executed a plan which has allowed me to move forward with certainty and confidence in my finances thereby providing me the opportunity to focus wholly on my new business opportunity which, in turn, will form the basis of longer term financial growth and security. I am currently transitioning into self-employment, have capital to invest in my new business venture, a new structured pension arrangement established, insurance and protection in place and continuing to work with Richard on maximising the value derived from owned assets. To date I could not have expected anything more from Richard. Richard not only gives freely of his own time but also utilises a capable team around him who provide help and assistance when required”

“I have used Platinum Financial on several occasions for advice on retirement options and have found all the staff extremely helpful and professional.Recently have spoken with Will Clow on a number of occasions who is very pstient and helpful and explains pension detail in a way which is clear to understand.He will go out of his way to help you. Thanks Will for all your assistance and help.Very much appreciated.”

“I am absolutely delighted with service I have received from Tracey Johnston at E MGray & Co. It is really refreshing to work with a financial advisor who is genuinely interested in my needs and circumstances. I was very impressed with the way Tracey took the time to understand where I was on my retirement and financial planning journey. Her professional, ethical and caring approach was extremely reassuring and I would have no hesitation recommending Tracey’s and E M Gray’s services whenever possible. - Lawrence Murchan”

“Thoroughly recommend Paul and Navigate for independent financial advice. I've been dealing with Paul for almost 20 years and he has guided me through to be able to look forward to a comfortable retirement. thanks Paul!”

“Hi just wanted to say this was our first time seeking advice and investing funds and Katie was brilliant at explaining everything clearly to us and alleviating any concerns we had. We know she is at the end of the phone should we have any questions about our investment although we feel secure in the advice provided by her and happy that our money is going to make money. Would very happily recommend Katie and Benning Financial Management to anyone taking the step into investments.”

“Very professional service, welcoming atmosphere with a friendly approach, Jeff has been extremely helpful and has made my retirement life goal plan a reality.”

“Would definitely recommend Natasha! She is fantastic at her job and sorted us out with the best mortgage offer and insurances. She made sure we were happy with everything and explained anything we were unsure of. Really pleased!!! ☺️”

“We have been dealing with Jonathan for a number of years now and have always found him to be very helpful, knowledgeable and trustworthy. He has provided guidance and advice which have been invaluable. Jonathan is very responsive and accommodating setting up meetings and calls that suit our busy schedules. We would have no hesitation in recommending him.”

“We decided to contact RM financial after a recommendation by a family member. We were both so nervous (and clueless) about securing a mortgage as first time buyers, but meeting with Lois calmed us down right away. She has been so friendly and approachable; she has advised and guided us every step of the way. Honestly would recommend the services of this team for anyone trying to get a mortgage!”

“I've been using Revelation Accountants for around 5 years now. Being self employed Donna has looked after my tax returns in those years. She has been amazing Donna has always been extremely helpful, highly professional and responses back to emails or enquiries very quickly. I wouldn't use anyone else. Keep up the great work.”

“Really friendly staff and amazing service.”

“Another tax year done. Great service as always from Tim. Have been using Tim for last few years and will continue to do so. Always great returns Highly recommend”

“Met with Ian at Ballymena office this morning, who provided clear and expert advice on personal tax affairs. Very friendly and accessible service. Would recommend contacting if you require tax consulting service.”

“Claire & the team have helped me gain a better understanding of how to get the best from my business. First class service provided in a friendly, professional Manor. Nice to know I can trust someone else who wants the best for my business & helps keep all in order.”

“From the outset, staff were very warm and friendly. They put me totally at ease and the whole process moved at a steady pace and nothing was rushed. I would highly recommend this Business without a moment’s hesitation. I’m delighted everything was put in place and now I can enjoy a decent night’s sleep and words simply cannot convey how much I appreciate the fact I can now get on with my life. Elizabeth Gibson”

“Been dealing with Jonathan at MJ Kane now from I started my business. They are very professional easy to deal with and nothing is ever to much. Would highly recommend to anyone looking for a new accountant firm”

“Friendly staff who understand an individuals needs. They do not get flustered and will take time to explain requirements and responsibilities. Gave sound advice when I was considering self-employment, spotted deductible expenses and despite my personal lack of organisation they had my return banged off within the day. Excellent service.”

“We have been working with Proactive for 5 years I think now, they are just brilliant accountants, and charming with it. Their advice has saved us thousands of pounds and made sure we are in good shape going forward with very canny planning. Would highly recommend to any business. They have a personal touch and understanding that is missing in many, if not most of their competitors.”

“Been with NBAS for over a year now been so smooth! no worries about anything they sort it all out in the background so my we business just runs perfectly, you can contact them whenever about anything they always respond fast and answer any questions you have, would highly recommend them.”