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Why take financial advice?

Financial Planning can be complicated and our aim is to help you make sense of it all.  If you engage us we will steer you through the maze of legislation, financial products and taxation by providing you with the most appropriate advice for your circumstances now and, if you agree, in future years.

Why take advice from Financial Solutions NI?

We are a proactive firm of advisors providing impartial and honest advice. Our reputation has been built on providing straightforward and jargon free advice to both individuals and businesses.  Most of our client relationships have been built over a period of years and this allows us to help our clients achieve their financial goals by providing appropriate advice as their circumstances change. Our recommendations are clear, concise and easy to understand.

What is the benefit to our clients?  The benefit is clear financial direction.  To achieve this we need to have a full understanding of your financial position, needs, wants and aspirations to enable us to identify your short, medium and longer term objectives.  This enables us to provide suitable solutions for you now which can be adjusted as your plans or your life changes.

Are we Independent or Restricted advisors?

We continue to provide Independent Financial Advice as we believe this is in the best interests of our clients.  We regularly review our advice processes to ensure that they are compliant, consistent and we endeavour to deliver the best outcomes for our clients.  We base our recommendations on the most appropriate course of action for your particular circumstances.  We do not have any restrictions on the financial advice which we provide on investment products.

About Us

Our business is all about our Clients. We are passionate in helping Clients focus on the Things that Matter as well as the Things that they can Control.

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. We offer investment advice and strategic financial planning solutions to individuals, trustees and business owners to help them – build, manage and protect their wealth.

Our independence ensures our advice is completely impartial and we sit firmly on the side of our clients, helping them make important decisions in reaching their goals.

We are in close proximity to Belfast, helping clients across Northern Ireland and the rest of the UK.

What We Do

We understand the complex issues affecting families, business owners and entrepreneurs. Using our wealth of experience and expertise, we help our clients make smart decisions with their money, proving clarity, confidence and peace of mind.

We provide full a Financial Planning Service plus more specialised Services tailored to:

  • Investments,
  • Retirement Planning,
  • Reducing or mitigating your Inheritance Tax liability.

For full details of our services, please contact us.

Financial Planning

Unique solutions to help you achieve and maintain the life you want.

Retirement Planning

Look forward to retirement by ensuring you can have the lifestyle you dream of.

Investment Planning

Multi-Asset Class Portfolios based on decades of academic research.

Protecting Wealth

Protect your family’s financial future from catastrophe and unnecessary taxes.

Mortgages

Helping you find the right finance deal for your property.

Mortgage Calculator:

Contact Us

Please feel free to get in touch via the form below, we will get back to you as soon as possible.

Address:
30 Church Street
Bangor
County Down
BT20 3HY
Phone:+44 02891272272
Fax:+44 02891272222
Email: kim@financialsolutionsni.com