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Contributor

75%

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5.0out of 5

David Crozier

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% clients advised in each area  :

Investments

89%

Annuities

22%

Pensions

56%

Insurance & Protection

17%

Later life planning

17%
Navigator Financial Planning provides fee-based financial planning & wealth management advice to a select group of discerning clients. We particularly... Read More
Serves clients with: Over £250k of investable assets or household income
David's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

63%

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5.0out of 5

Jonathan Scott

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Services:  Investments & Savings, Insurance & Protection, Equity Release, Annuities, Mortgages
I am the director of Platinum Financial Planning, with offices in Belfast & London. Established since 2004 Platinum Financial has grown to represent e... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

62%

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John Bedford

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children
Our firm offers bespoke financial planning services to clients of our parent firm Willis and Company (Insurance Brokers) Limited and to clients introd... Read More
Serves clients with: Any level of wealth
Contributor

59%

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Paul McMullan

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Healthcare, Equity Release, Offshore investing, Saving for children, Annuities, Mortgages
We would like you to think of us as your trusted financial adviser. One that cares for and nurtures your finances over the long-term so that you feel ... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner
Contributor

59%

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Neil McLean

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities, Mortgages
We believe that obtaining qualified independent advice is the most responsible way for individuals to look after themselves, their families and their ... Read More
Serves clients with: Any level of wealth
Contributor

58%

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Alan Tolson

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Services:  Investments & Savings, Insurance & Protection, Pension and Retirement, Equity Release, Saving for children, Annuities, Mortgages
Alan has over 30 years’ experience within Financial Services, in roles ranging from Administration Manager to Compliance Manager for a major financi... Read More
Serves clients with: Over £50k of investable assets or household income

Latest client reviews of Belfast IFAs

Friendly and approachable. Nothing was too much bother and I felt assured of their validity from the offset.   Read More
Lisa Mary Nelson
"As one of Northern Ireland’s few Chartered Financial Planners, Gary has reached the pinnacle....ner and will continue to entrust our clients to him as I know they’re in very capable hands."   Read More
Brian White

Can't find the right Belfast IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Belfast.

Adrian PattersonNorthern Bank Limited
Chris WaughBank of Ireland Trustee Company Limited
Brian BarrUlster Bank Ltd
William GrahamGraham Corry Cheevers
Trevor DavisLaw Society (NI) Financial Advice Limited
Fiona McKeeASM Financial Planning Limited
Rory HanleyAon Risk Services (NI) Limited
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