Experienced financial advisers in Belfast
About us
Client Feedback
"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)
"Russell has helped me to structure an investment portfolio, where he took the time to complete a holistic review of my finances, which meant he could evaluate the best options available for me to invest in and also combine pensions. From here we developed a strategic plan to manage my finances long term. Russell is an experienced and very knowledgeable advisor who is trustworthy, empathetic, transparent and really has a genuine friendly approach which makes him very easy to work with. His excellent communication meant he was able to break down financial jargon in simplistic terms which has made me feel informed and confident in the decisions I have made. He is very responsive to emails and phone calls I made. Vey customer focused, with great attention to detail."
Sharon, Belfast (05/2024)
"Russell has been instrumental in helping me clarify my financial goals and create a comprehensive plan to achieve them. He provided valuable insights into investment strategies, improved my understanding of financial management, and offered personalised advice that aligns with my needs. His professionalism and consistent support have given me confidence in making important financial decisions."
Roger, Lisburn (12/2024)

Retirement planning

Reasons to choose us:
- Many years of experience
- Professional and reliable services
- Qualified and experienced advisers
- Specialist financial services
- Personalised and affordable solutions

Life and business protection
Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.