Belfast Financial Advisors

We provide personal bespoke independent financial advice to individuals and businesses that easily understood and effective. From mortgages, to protection, and from Pensions to Investments, We are able to offer specialist advice in each of these areas, provided by qualified and professional consultants.

Based in Belfast, we serve the whole of Northern Ireland and all areas of the UK.

Belfast Financial Advisors offer independent financial advice and planning to individuals and businesses including Protection, Pensions, Investments and Tax.

Please select the appropriate option below:

For individuals

We aim to simplify and streamline your financial affairs, helping you understand and improve your current financial position. We are committed to our clients throughout each life stage helping you achieve your goals leading up to and beyond retirement.
Financial Planning for Business

For businesses

We work with business owners to ensure that they maximize opportunities and are meeting their obligations as employers, Corporate financial planning is about far more than arranging pensions and employee benefits.

For individuals

We have been in financial services for 15 years. In that time the profession has changed and regulations have changed dramatically. The one thing that hasn’t changed is the role we play. We deliver no-nonsense, helpful advice to achieve your financial goals. Being independent means we can offer impartial advice; providing tailored solutions to your specific needs.
We will take an inclusive look at your finances; whether you are planning for retirement, passing wealth onto family members or even interested in putting protection in place for your young family- we can help you achieve your short and long-term goals.
We can provide clients with a broad range of independent financial advice including

  • Savings & Investments Planning
  • Pensions & Retirement Planning
  • Protection Advice

We pride ourselves upon the quality of the service we provide. We can cover the whole of Northern Ireland as we provide consultations via Skype or at a location convenient to you.

As well as providing expert financial advice to all individuals within Northern Ireland no matter what your situation, we provide financial planning workshops with employers and organisations. This may be particularly relevant now due to auto enrolment which means every employer will need to have a pension scheme in place.

Years in Business

Gareth has been our Financial Advisor for some time and to date has been true to his word. We wish him success and would highly recommend his services

Tony & Joan


For businesses

As Independent financial advisors we can also provide advice to businesses. This is becoming more crucial with the introduction of workplace pensions. With good planning in place this transition can be brought in with minor disruption.
Have you an old Group Pension that has been running for a few years? Is this compatible with the new regulations? These scheme were set up under commission rules which no longer exist, so it worth looking at to make sure you are not paying too much.
Other issues such as shareholder protection, succession planning, key person insurance and group income protection should all be considered as they can add value to what you offer employees thus improving staff retention.

Corporate Planning
The success of your business depends on a combination of factors.
A good product or service; mitigation of risk; optimisation of opportunities; and your management team and employees.

Corporate financial planning is about far more than arranging pensions and employee benefits. It involves sharing your business goals and making sure you’re in the best possible position to achieve them.

Employee Benefits
Employee benefits are the part of an employee’s total remuneration that is not paid as salary. With the introduction of Auto-Enrolment, employee benefits are now at the forefront of importance to employers. The benefits an employer can provide are extensive, ranging from pensions and life cover, to income protection and private medical insurance. Putting together the right package for your staff can be critically important to the success of your business.

So why bother with benefits? well some employers believe there is a link between the benefits they offer and the recruitment and retention of staff.

Specific reasons for offering benefits include:

  • Tax-efficiency
  • Lower costs through bulk purchases
  • Meeting legislative obligations
  • Staff Recruitment & Retention
Corporate Investments
Our Corporate investment experts offers corporates, institutions, and public sector clients a wide range of value-added services and investment solutions.
Directors Planning
Director Pensions

Everyone needs to plan for their retirement even business owners. We provide high quality independent retirement planning advice owners and directors of businesses on their pension options. One option is making contributions to a UK Registered Pension Scheme as this is considered to be one of the most effective ways to make provision for the future because in many circumstances an individual and/or their employer can obtain tax relief in respect of the contributions.

Key person insurance

Is as important as insuring your stock, equipment, building or indeed any other business asset. This can help bridge the financial gap created by the death or serious illness of designated key individuals on whom the revenue or profits of the business depends, enabling the business to continue without them.

Business Protection
Partnership/shareholder protection
By establishing business protection arrangements you could avoid a difficult situation. Ask yourself if a main shareholder died could the remaining shareholders afford to buy their shares from the estate?

Providing a safety net to protect your business is an necessity. Proceeds from a life cover policy could help to ensure that key individuals are replaced, business debt is protected and shares from the deceased partner’s/ director’s estate can potentially be purchased.

Business Loan Protection
It is important to consider if the business has loans to repay how the death or serious illness of a key person could lead to the business inability to repay the loan and put at risk future loans.


The Mount Business Centre
2 Woodstock Link


Tel: (028) 9073 5852
Mob: 07801 254 061

Is A Career In Financial Planning In Your Future?

Do you have what it takes to build a successful career with us?

We realise that our reputation and continued success depends upon the calibre and professionalism of our staff.

Our clients expect the best possible service; therefore we are looking for highly motivated, ambitious individuals with excellent communication skills to be part of our growing team.

We are keen to speak to financial consultants or support staff who fit within this criteria. If you would like to get in touch then send your CV to

Gareth Elliott


Newbridge Financial Planning