The 30 Best Financial service in Belfast

“Briege at Price Insurance is simply exceptional! Her dedication to her clients is truly unmatched. She goes above and beyond to ensure that all our Private Medical Insurance needs are not only met but exceeded. Briege's personalised care and attention to detail make all the difference. We highly recommend Briege and Price Insurance, 5 stars without a doubt!”

“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.”

“Seamus was very friendly and flexible. He took the time to listen to my needs and informed me of the different policies available. Seamus kept me updated throughout the process and informed me that the policies I chose had been setup within minutes of receiving an email from the policy provider. Thank you for your time Seamus, would definitely recommend”

“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!”

“Honestly cannot recommend Christopher Henning enough. Nothing was ever to much for him, we're first time buyers so you can imagine our 1001 questions were never a hassle for him, hes always there for any of your needs 24/7, we honestly would not have got through this whole process without him. After being told by numourous advisors we would never get a morgage, chris made it possible for us, he gave us time which is what we needed. We would never use anyone else! Professional, kind, honest and very very reliable. Thank you so much for everything Christopher, you really are an earth angel !!”

“I've had the pleasure of working with The Mortgage Clinic twice now, and they consistently exceed expectations. Three years ago, Helmut helped me secure my first mortgage, and I recently completed another application with his team. Helmut and Ryan make an exceptional duo - while Helmut provides expert guidance on the Belfast property market and mortgage options, Ryan ensures all paperwork runs smoothly and keeps communication flowing. Their combined expertise, professionalism, and genuine care for clients make the mortgage process seamless. Whether you're a first-time buyer or getting another mortgage, Helmut and his team are the go-to experts in Belfast. Their service remains outstanding, and I highly recommend them!”

“My partner and I have just recently used Crawford Mulholland for a mortgage application for a first time home. Daniel and the rest of the team made the process incredibly straightforward and efficient for us. I would highly recommend!”

“We’ve been turning to Gillian for mortgage advice for over two decades, and she has consistently found us the best deals. She’s an absolute pleasure to work with—honest, reliable, and always providing clear and timely communication when needed. Gillian’s expertise and dedication have made every process hassle-free and incredibly efficient. We couldn’t recommend her highly enough!”

“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”

“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.”

“Would really recommend Alison had a great experience with her securing me and my partners mortgage after having a very difficult time with a previous broker. She made it very easy and explained everything in great detail. Friendly to get on with & communication skills are next to none!”

“We have used Johanna's service on a number of occasions and have always found her to be prompt and able to resolve the problem in the most cost-effective way possible. Johanna is my go-to IT expert whom I can rely on to sort out my computer problems promptly and expertly. Highly recommended!”

“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.”

“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.”

“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 can't recommend Thomas and his team enough. He did our company accounts for over 10 years and was always helpful and efficient. He was happy to give advice which helped me personally on a few occasions. If you are looking for a good accountant that actually cares about you as a customer, look no further than Thomas Wardlow & Co.”

“We have just completed the purchase of our new home and Shane McCann and his team have been great throughout. This is our first purchase and they have been very patient, helpful and easy to deal with. Would defiantly recommend using if you're looking for a stress free and fast process.”

“There is nothing I can say against Crash Services NI. Everything was done for me and I mean everything. Anyone having an accident, just call Crash Services. I had to tell them all the details of the accident and luckily my vehicle was equipped with a dash cam. so do yourself a favour and try CRASH. You'll not regret it.”

“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!!”

“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 booked my holiday through stacey in the coleraine branch and instantly she was super helpful. So friendly and knows her job well. Found the perfect hoilday i was looking for. Would highly recommend and will be booking with her in the future.”

“What lovely people and so helpful every step of the way, used fountain Street and spoke with a girl called, Nicole we had such a laugh throughout never met a nicer person, would definitely recommend these people.”

“Absolutely AMAZING service from Johnny @ Rea Estates. 11/10 …. After months of searching for a home, finally found “the one”. I LOVE it! Johnny went above & beyond to get me the house quickly and efficiently. Great communication to the seller and back. Reliable, courteous and helpful, even after the sale of the house had gone through he was still available for questions relating to my new home. Can’t rate him high enough. And compared to other Estate Agents i’ve dealt with, Rea Estates was a breath of fresh air. Highly recommended. Honestly 5 ⭐️⭐️⭐️⭐️⭐️”

“I started using Cornmarket after my IAM membership. They are a hassle free good value company that offer good communications at renewal time. Just straight-forward.”

“Abdul is a lovely guy, looked after me and addressed the issue with my mobile promptly. Couldn't have been more helpful. Excellent service.”

“Used this company twice now excellent service”

“Keeps changing hands but the staff are very nice”

“Noel is very kind and professional. I received quality service promptly. I recommend him highly. A big thank you from William.”