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
For businesses
For individuals
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.
- 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.
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
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
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
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
Directors Planning
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
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.
Address
2 Woodstock Link
Belfast
BT6 8DD
Contact
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 info@newbridgefinancialplanning.co.uk
Gareth Elliott
Principal
Newbridge Financial Planning