Experienced financial advisers in Belfast

"Russell has been helping not only me but my whole family for many years. He has helped my parents, my brother and now myself, each time I require advice he always goes above and beyond to get me the best deal.  Russell will always keep an eye on current affairs and keep me up to date if he thinks something would benefit me or my family, without his advice I would be paying a lot more than I am now. He is very polite, friendly and helpful in everything he does. Thanks Russell.

Johnny, Dundonald (12/2023)

"I contacted Russell after a recommendation from a friend and found him to be knowledgeable, personable and highly professional. He was able to explain financial markets and concepts in a clear, concise way that was easy to understand but didn't make me feel self-conscious about my own lack of knowledge. I would highly recommend him."

Roisin, Down (01/2021)

"I needed help navigating and understanding a number of pensions and investments.  Russell’s professionalism and calm nature put my mind at ease from first contact through to completion.  Always available and on hand to answer my many questions.  Very reassuring, nothing was too much trouble.  With Russells help and experience shining through, my investments and pensions have been secured for the future."



Pat, Newtownabbey (12/2021)

"Russell was super attentive and did everything he could to get me the best rate for my current circumstances which were not straight forward. He was always available to talk when i called and replied promptly to emails, i find most financial advisers are difficult to get hold of so this was a real positive factor for me. After many friends telling me about how difficult and stressful getting a mortgage can be i was expecting the worst but with Russell my experience was seamless and stress free! Thank you"

Kathryn, Banbridge (11/2020)