The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andyour dependents. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Clare's career in Financial Services began in 1994. Since then she has gained experience in many areas of finance including: Banking, Estate Agents, Management, Underwriting, Mortgage Advice andFinancial Advice. Clare is a fully qualified Financial Advisor with the Chartered Insurance Institute and has an honours degree in Business and Management. Clare also plans to be fully Diploma qualified by the end of 2014.
At North Financial Management LLP we believe that professional and true independent advice can provide significant value to individuals and businesses. It is because of this strong belief that weprovide a comprehensive ongoing review service, with the aim of building strong, long standing relations with our clients based on mutual trust.
Hills Financial Planning is owned by David Hill, an Accountancy Graduate from Queens University with over 17 years experience in Financial Planning. David is one of the few advisers to be qualified asa Certified Financial Planner and as a Chartered Financial Planner, the highest level of Financial Planning qualification in the industry. Hills Financial Planning specialise in professional investment portfolio construction and Inheritance Tax planning.
Richard Hamilton is an Independent Financial Adviser and started Umbrella Financial Planning in 2009. Richard has over 15 years experience of giving financial advice to local personal and businessclients. Having worked as a tied adviser for Ulster Bank and Abbey National for many of these years, Richard strongly believes in the advantage of seeking independent advice, ensuring that his clients get access to the best products and best prices in the market place.
Fortress Financial Services is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which is authorised and regulated by the Financial ConductAuthority. Kenneth has been involved with Financial Services since 2005, firstly based in Limavady before moving to Carrickfergus as a Multi-tie Representative in 2006.
Finance Matters NI is one of the most highly qualified and respected independent Financial Planning consultancies in the Northern Ireland market. We pride ourselves on providing a proactive servicewhich prioritises our clients' financial well-being. This is delivered with meticulous attention to detail, efficient reporting and communication and our signature personal touch.
Platinum Financial Planning Ltd., established in 2004, is a team of independent financial advisers (IFA's) and wealth managers, offering advice to a broad range of mid to high net worth individuals,companies, trustees, directors and staff. From mortgages, to protection, and from Pensions to Investments, Platinum Financial are able to offer specialist advice in each of these areas, provided by a team of qualified and professional consultants.
Established in 2003 we have built up a solid reputation based on providing each client with a personal service. We cater for clients throughout the UK and have existing client relationships withclients throughout Northern Ireland, England, Scotland and Wales. We understand that everyone's different, and that's why our financial planning approach is as individual as you.
The Mission of the Credit Union is to promote the financial well being of its members. To achieve this purpose the Credit Union is committed to providing a broad range of innovative financial productssupported by the excellent service of a dedicated, well-staff. These programs will be administered in accordance with sound management practices to maintain the financial strength of the Credit union.
Our job as financial planners is not to guarantee future returns or to try and second-guess which investments will perform best - after all, we don't have a crystal ball. Our job is to use ourknowledge, skill and experience to maximise the chances of you achieving your aims and objectives. We use a robust, repeatable and proven investment process that makes use of a host of expertise.
Part of Bank of Ireland, Northridge Finance specialises in providing both personal and commercial finance solely for the Great Britain market. Northridge prides itself on its commitment to service andinnovation. We believe that whereas our competitors may have specific attributes we will provide you with the total package.
Part of Bank of Ireland Group, NIIB specialises in providing both personal and commercial finance within the Northern Ireland market. NIIB prides itself on its commitment to service and innovation. Webelieve that whereas our competitors may have specific attributes we will provide you with the total package.
We hope you find the site both useful and informative. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can beassured the quotes you will receive will be some of the best available in today's marketplace.
We provide personal bespoke independent financial advice to individuals and businesses that easily understood and effective. From mortgages, to protection, and from Pensions to Investments, We areable to offer specialist advice in each of these areas, provided by qualified and professional consultants.
This often means, worrying less about comparing your investment returns to the FTSE 100, or listening to 'financial experts' who try and predict the markets or sell you the next big 'thing'. Instead,it means focusing only on your investments in the context of your Financial Plan - after all, your investment journey is the only one that matters. We are a family owned and managed practice established in 1991.