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    Best Financial Advisors Belfast Near Me

    Medical & General Financial Solutions Ltd North Financial Management | Chartered Financial Planners Mortgage Advisors Belfast | Crawford Mulholland Carlile Financial Services Ltd Mortgage Solutions Belfast Legacy Wealth Management Stephen Roddy - Financial Advisor Belfast Navigate Independent Financial Advisors Negative Equity UK Nurture Financial Hardy's Financial Advisers St. James's Place Wealth Management Belfast McAuley Financial

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    1. Medical & General Financial Solutions Ltd - Ballynafoy

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    · 43 reviews

    293 Ormeau Rd, Belfast, BT7 3GG, United Kingdom

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    1. 1. Professional Financial Advice: Trust our 20 years of experience for friendly, confidential, and expert financial planning services.
    2. 2. Best Mortgage Deals: Let us simplify the process and find the perfect mortgage deal for your property.
    3. 3. Financial Security: Ensure your family's future with our help in achieving financial stability and security.
    4. 4. Independent Expertise: Benefit from our commitment to high standards, ethical practices, and bespoke financial solutions tailored to your needs.
    5. 5. Wide Range of Options: As independent advisors, we offer unbiased recommendations on a full range of financial products in the market.

    2. North Financial Management | Chartered Financial Planners - Ballyhackamore

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    · 24 reviews

    84 North Rd, Belfast, BT4 3DJ, United Kingdom

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    1. 1. Personalized Approach: North Financial takes the time to understand your needs, creating a relaxed and comfortable atmosphere for discussions.
    2. 2. Professional Expertise: Richard and his team provide clear, concise, and knowledgeable advice on pensions, retirement planning, and financial management.
    3. 3. Exceptional Service: Clients rave about the helpfulness, professionalism, and responsiveness of the team at North Financial Services.
    4. 4. Client-Centered Focus: Richard goes above and beyond to ensure clients understand complex financial information, offering patient and supportive guidance.
    5. 5. Efficient Solutions: North Financial swiftly addresses financial concerns, providing solutions that save clients money and protect their interests.

    3. Mortgage Advisors Belfast | Crawford Mulholland - Malone Lower

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    · 45 reviews

    503 Lisburn Rd, Belfast, BT9 7EZ, United Kingdom

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    1. 1. Flexible Appointments: We work around your schedule, offering early morning, evening, and weekend appointments for your convenience.
    2. 2. Expert Advice: Speak to our experienced mortgage advisors for free initial advice, with access to over 60 lenders and hundreds of products.
    3. 3. Client-Centered Approach: With over 50 years of combined experience, we prioritize your needs, serving over 10,000 clients and facilitating £1 billion in lending.
    4. 4. Excellence in Service: At Crawford Mulholland, we strive for excellence in everything we do, exceeding expectations with quality mortgage advice tailored to your needs.
    5. 5. Integrity and Trust: Our team operates with honesty and transparency, ensuring complete trust in the mortgage and insurance advice we provide.

    4. Carlile Financial Services Ltd - Town Parks

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    · 16 reviews

    1 Donegall Square W, Belfast, BT1 6JA, United Kingdom

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    1. 1. Personalized Service: Joe provides exceptional, clear, and concise financial advice tailored to individual needs for over 7 years.
    2. 2. Professional Expertise: Joe's extensive knowledge and background research ensure sound advice on pensions, taxation, investments, and life assurance.
    3. 3. Client-Centered Approach: Carlile Financial Services focuses on putting clients first, developing practical plans to achieve financial goals efficiently.
    4. 4. Transparent Guidance: Jargon-free advice is provided to help individuals and businesses make informed decisions to secure their financial future.
    5. 5. Trustworthy Reputation: With a commitment to excellence, professionalism, and efficiency, Carlile Financial Services comes highly recommended for all financial needs.
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    5. Bespoke Wealth | Pensions & Investments - Strandtown

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    · 12 reviews

    310 Upper Newtownards Rd, Belfast, BT4 3EX, United Kingdom

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    6. Mortgage Solutions Belfast - Ballynafoy

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    · 64 reviews

    459 Ormeau Rd, Ormeau, Belfast BT7 3GQ, United Kingdom

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    1. 1. Expert Financial Advice: Our experienced Financial Advisers prioritize customer service, offering tailored solutions for all your financial needs.
    2. 2. Unique Mortgage Solutions: We understand your unique circumstances and offer a wide range of mortgage options from various lenders.
    3. 3. Comprehensive Business Protection: Protect your business with our tailored solutions and let our advisors handle the leg work for you.
    4. 4. Peace of Mind: Safeguard yourself, your assets, and your business with our extensive range of protection solutions and personalized service.
    5. 5. Dedicated Support: Our team of expert mortgage advisers will guide you through the entire process, ensuring a smooth home purchase experience.

    7. Legacy Wealth Management - Ballymacarret

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    · 13 reviews

    2nd & 6th Floor, Quay Gate House, 15 Scrabo St, Belfast BT5 4BD, United Kingdom

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    1. 1. Comprehensive Financial Planning: Tailored solutions for individuals, families, and businesses with expert knowledge and independent advice.
    2. 2. Building Trust and Relationships: We prioritize long-term connections, adding real value through empathy and inclusive strategies.
    3. 3. High Net Worth Specialization: Trusted by high net worth individuals, families, and trustees for personalized wealth management services.
    4. 4. Regulated and Authorized: Legacy Wealth Management is fully authorized and regulated by the Financial Conduct Authority for your peace of mind.
    5. 5. Complaints Procedure: Your satisfaction is our priority. We take complaints seriously and offer a transparent procedure for resolution.

    8. Stephen Roddy - Financial Advisor Belfast - Town Parks

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    · 4 reviews

    Scottish Provident Building, 7 Donegall Square W, Belfast BT1 6JH, United Kingdom

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    1. 1. Expert Guidance: Receive impartial advice from an independent financial advisor with access to a wide range of insurers.
    2. 2. Personalized Policies: Tailored insurance solutions based on your unique circumstances, ensuring you have the right coverage.
    3. 3. Specialist Expertise: Benefit from specialized knowledge to find the best products that suit your needs perfectly.
    4. 4. Comprehensive Cover: Access Defaqto five-star rated insurers for peace of mind and exceptional protection.
    5. 5. Effortless Claims: Let your advisor handle the hassle of claims, providing support and guidance throughout the process.

    9. Navigate Independent Financial Advisors - Strandtown

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    · 4 reviews

    150 Holywood Rd, Belfast, BT4 1NY, United Kingdom

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    1. 1. Real wealth beyond money: We help you achieve financial freedom to live life on your terms, focusing on wellbeing and fulfillment.
    2. 2. Clarity and peace of mind: Our experienced team provides personalized financial planning solutions to help you achieve your goals.
    3. 3. Expert guidance and support: Whether approaching retirement or planning for the future, we are here to help you make the most of your finances.
    4. 4. Trusted by many: Our clients recommend us for our honest, personable approach and the peace of mind we provide in managing their finances.
    5. 5. Free consultation: Contact us to see how we can make a difference to your financial future with our tailored solutions and expert advice.

    10. Negative Equity UK - Ballymacarret Intake

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    · 11 reviews

    Unit 2 Channel Wharf, 21 Old Channel Rd, Belfast BT3 9DE, United Kingdom

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    1. 1. Expert Guidance: Speak with our knowledgeable advisors to explore all available solutions for your property debt issues.
    2. 2. Personalized Solutions: Tailored advice to suit your unique circumstances, ensuring a brighter financial future for you and your family.
    3. 3. Ongoing Support: We don't just stop at finding a solution - we'll assist you in rebuilding your credit and improving your financial situation.
    4. 4. Regulated and Licensed: Trust the only fully licensed and regulated company in the UK offering all debt solutions under one roof.
    5. 5. Rave Reviews: Join the countless satisfied clients who have praised our expertise, patience, and support in resolving their financial worries.

    11. Nurture Financial - Town Parks

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    · 3 reviews

    Titanic Suites, 55-59 Adelaide St, Belfast BT2 8FE, United Kingdom

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    12. Hardy's Financial Advisers - Ballycloghan

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    · 3 reviews

    1 Belmont Office Park,, 232-240 Belmont Rd, Belfast BT4 2AW, United Kingdom

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    1. 1. Bespoke financial services: Tailored solutions for individuals and businesses seeking clarity and financial freedom.
    2. 2. Expertise and experience: Over 70 years of combined industry knowledge to guide you towards informed financial decisions.
    3. 3. Honest and clear advice: Trustworthy recommendations to help you choose the right savings, investment, or retirement plan.
    4. 4. Commitment to your goals: Prioritizing your long and short-term financial objectives with personalized strategies.
    5. 5. Regulated and trusted: Authorised by the Financial Conduct Authority, ensuring quality service and compliance with regulations.

    13. Marlborough Place Ltd - Malone Lower

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    · 2 reviews

    721A Lisburn Rd, Belfast, BT9 7GU, United Kingdom

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    1. 1. Client-focused approach: Our ethos and ethics ensure personalized financial advice tailored to your needs and goals.
    2. 2. Regulatory compliance: All calls are recorded to meet industry standards, providing transparency and accountability in our services.
    3. 3. High level of service: We strive to exceed expectations with every client interaction, ensuring satisfaction and trust in our expertise.
    4. 4. Data protection: Your personal information is secure with us, as we are committed to safeguarding your privacy and confidentiality.
    5. 5. Expertise and authorization: As a subsidiary of Perspective Financial Group Ltd, we offer trusted and regulated financial advice you can rely on.

    14. St. James's Place Wealth Management Belfast - Malone Lower

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    · 3 reviews

    St. James’s Place House,, 14 Cromac Place, Belfast BT7 2JB, United Kingdom

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    1. 1. Long-term relationships: Our Belfast-based St. James's Place Partners prioritize building lasting connections for personalized financial planning advice.
    2. 2. Bespoke financial advice: We offer tailored guidance in all investment areas, ensuring you are well-informed and in control of your wealth management.
    3. 3. Wide range of funds: Choose from a variety of funds to grow your wealth and protect it against inflation, with expert advice to build your portfolio.
    4. 4. Specialist solutions: From insurance to mortgages, we provide effective products and services to meet your protection and financial needs.
    5. 5. Professional advisers: Our experienced advisers offer face-to-face advice based on your circumstances and aspirations, helping you make informed decisions for your future.

    15. McAuley Financial - Carnamuck

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    · 2 reviews

    Alanbrooke House, Castlereagh Business Park, 478 Castlereigh Road, Belfast BT5 6BQ, United Kingdom

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    16. Platinum Financial Planning - Ballyhackamore

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    · 3 reviews

    157 Upper Newtownards Rd, Belfast, BT4 3HX, United Kingdom

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    1. 1. Deep insight and transparency guide our impartial financial advice, providing peace of mind for individuals, businesses, and partners.
    2. 2. Our expert team ensures stress-free financial management for successful companies, allowing you to focus on running your business.
    3. 3. Benefit from a client-focused, independent perspective with our unrestricted, fully accessible financial planning services.
    4. 4. Trusted professionals with a deep understanding of your needs will help you make the right financial decisions for your future.
    5. 5. Join our Top Rated Firm recognized by VouchedFor for outstanding service and commitment to helping clients achieve their financial goals.

    17. Premier Wealth Management NI Ltd - Sydenham Intake

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    · 2 reviews

    3b Heron Wharf, Heron Rd, Belfast BT3 9LE, United Kingdom

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    1. 1. Expert Financial Advice: Benefit from our in-depth knowledge and experience to achieve your financial goals with integrity and clarity.
    2. 2. Wide Range of Services: Whether you want to build, grow, protect, or preserve your wealth, we have the solutions for you.
    3. 3. High Quality Advice: Specializing in wealth management, we work closely with you to provide top-notch guidance for your financial success.
    4. 4. Personalized Financial Solutions: Contact us to discuss your unique financial requirements in detail and tailor a plan just for you.
    5. 5. Trusted Partnership: As a representative of St. James's Place Wealth Management plc, we offer exclusive access to their products and services for your benefit.

    18. Premier Financial Planning - Sydenham Intake

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    · 2 reviews

    Heron Wharf, Belfast, BT3 9LE, United Kingdom

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    19. Johnston Campbell - Town Parks

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    · 2 reviews

    8 Cromac Pl, Belfast, BT7 2JB, United Kingdom

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    1. 1. Bespoke financial planning: Tailored solutions to help you achieve your dream life through personalized financial strategies.
    2. 2. Life Landscaping®: A unique approach to financial planning that considers your life goals and dreams for a holistic financial plan.
    3. 3. New way of thinking: Amber River challenges traditional financial planning methods to provide innovative and effective strategies for success.
    4. 4. Creating the life you’ve always dreamed of: Empowering you to take control of your financial future and turn your dreams into reality.
    5. 5. Johnston Campbell legacy: Building on the trusted reputation of Johnston Campbell, Amber River continues to provide top-notch financial planning services.
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