Financial advisor in Belfast

“Had quite a journey of trying to find a home. The Mortgage Clinic gave us all the support we could ever need along the way, especially since it was almost 2 years of house hunting before completion. Meetings were always constructive, they operate in a very efficient way and are experts in their craft. Would highly recommend you consider their services if seeking a house. Wouldn't go with a set bank, better to see the big picture of all thats available and these guys will show you the way.”

“As a first time buyer my partner and I didn't know what to expect or anything to begin with and I was recommended Stephen. Stephen is amazing, made it all such a smooth and easy process. He talked us through everything from start to finish and answered every question we had in detail. Would highly recommend and will continue to recommend to friends/family in future.”

“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 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.”

“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.”

“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.”

“Clare and Matthew as well as the rest of the team at Mortgage Solutions have been exceptional throughout the process. Always happy to explain and continue to update you as things progress. They have truly gone above and beyond for us and we would highly recommend them to anyone!!”

“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 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!”

“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”

“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 recently had the pleasure of working with 14U Financial Solutions, and I cannot express enough how exceptional my experience was. Avril and Kirstine went above and beyond to make my home buying experience as smooth as possible. They were prompt, organised, and always kept me up to date on the progress of my mortgage application. What set them apart was their genuine care for finding me the right home and securing the best possible deal. They were not just focused on completing a transaction; they were dedicated to finding me the best home and deal possible. They took the time to run me through my options and to see what was realistic and affordable for me. They were not only supportive but also incredibly helpful. They answered all my questions, provided valuable insights, and guided me through each step of the mortgage process. I cannot fault 14U Financial Solutions in any way, their commitment to excellence and client satisfaction was impeccable. If you are in need of a mortgage advisor, I cannot recommend anyone more highly than 14U Financial Solutions!”

“Janet has been a great asset during the first year of running my business. Easy to work with, helped me when I needed help and advice. It's really reassuring that I know who I'm going to be speaking to on the phone or email and not getting passed round an office. My end of year has just been completed with no dramas or panic and I know that was because she helped me get set up the right way rather than letting me go down the wrong path at the start. Would definitely recommend.”

“Having first employed the services of LFP over 15 years ago, I would highly recommend them to anyone wishing to engage with a first class financial planning service. They are a long established, well respected, family founded business. I have always found my interactions with them to be friendly, professional and competent. Myself and other family members have utilised their services on numerous occasions and have been consistently pleased with the outcomes. I would have absolute confidence in the LFP team to deal with any aspect of my finances, and I look forward to working with them for many more years.”

“Stuart was a pleasure to deal with and kept me advised from start to finish while explaining the policy in layman's terms which I could understand.”

““Having known and worked with Hughes Financial I can say they are a great team of people. They all possess excellent knowledge plus they are a pleasure to deal with. Highly recommend.””

“Mr Mark McDowell is a God send. He literally held our hand through the whole process. He was easily accessible and helped us get the best deal. There are not enough words to describe his professionalism, tenacity and patience through the process. We will definitely recommend Mark a million times over and when it’s time to get a new mortgage deal we know who to call. McDowell Financial Services!!!!!”

“Would recommend to anyone that's looking a financial advisor”

“We worked with Simon to buy our SNES home and he couldn’t have been more helpful, helping us every step of the way and making the process seem much more simple.”

“I have found them very pleasant and helpful They explained everything in language I understood”

“Great team to work with very professional .”