BEST LOCAL RATED

FINANCIAL SERVICES

CAMBRIDGE

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Expert recommended Best Local Rated Financial Services in Belfast. All of our Financial Services face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.

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Carlile Financial Services Ltd

1 Donegall Square W, Belfast BT1 6JA, United Kingdom
What We Offer:
The team at Carlile Financial Services has many years’ experience providing practical financial planning advice to people, families and businesses in Belfast and the surrounding area. We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. At Carlile Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community. All our staff have ongoing training as we feel this is very important to keep our standards high. We have a strong administration team to support the advisers.
SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since :

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REVIEWS

I recently purchased my home through Carlile Financial Services Ltd. Joe Carlile is an independent broker and extremely knowledgeable in his field. Joe not only obtained a fantastic mortgage deal for me but also secured life Insurance for the term of the mortgage. Joe was professional, courteous and extremely easy to work with. Joe took all the stress and worry out of purchasing my home so I would strongly suggest to anyone thinking of purchasing their home to contact Joe and I am 100% certain you will not be disappointed with Joe’s commitment and professional service. Elish Murphy
A very professional and honest service, offering good financial advice and guidance. Joe Carlisle can be trusted and has a very friendly approach which puts one at ease particularly when not knowing too much about pensions and potential risks.
Joe was recommended to me by a close friend about 6 or 7 years ago, since then he has looked after all of my financial affairs, no matter how big or small with the upmost professionalism, always giving sound advice & going the extra yard to help with whatever he was working on for me. I would have no hesitation in recommending him. Absolutely first class guidance.
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North Financial Management | Chartered Financial Planners

84 North Rd, Belfast BT4 3DJ, United Kingdom
What We Offer:
We are a firm of independent financial planning professionals, offering high quality finance and pension advice. Our business is built around the needs of our clients and our core values of trust, transparency and providing honest advice. We focus on helping you protect and grow your finances by providing you with a free pension review service, we can develop and provide security for your pension fund and help you with making the right decisions. We continue to support our clients with our comprehensive strategic financial plans and regular financial check-ups. You can rest assured that whatever life throws at you, we will be there. We understand the stress involved in buying a house so whether you are a first time buyer or an experience property owner, our brokers will listen to your requirements, ensure you understand the process and create a bespoke personal service that is perfect for you.
SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

Such a fabulous professional company! We went to Richard to discuss guidance on our future retirement pathway. Richard gave us clear concise information regarding our pensions & rental portfolio. All the staff were very friendly & Richard created a relaxed comfortable atmosphere with no questions being left unanswered. The meeting actually lifted a great weight off our shoulders as we had put off seeking advice for quite a long time, Richard with his wealth of information made everything clear & easy. I would have no hesitation in recommending this company & just wish we had of done it sooner! Big thanks to Richard & team.
Clearly shows North financial think about “You” I felt they want to get it right 1st time..felt very relaxed..

I choose North Financial as a result of the very good reviews and the firm being local. I was not disappointed. From the very first contact by phone I was impressed with the very professional approach of Dave Crum and the subsequent face to face meeting was equally reassuring. A subsequent meeting with Richard Schwartz was also very professional and conducted in a very friendly

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Stephen Roddy - Financial Advisor Belfast

Scottish Provident Building, 7 Donegall Square W, Belfast BT1 6JH, United Kingdom
What We Offer:

I’m a financial advisor in Belfast, Northern Ireland. I help protect people and their business financially should the worst happen. I specialise in advising and arranging tax efficient insurance for company directors. I can help if you need to compare life insurance, critical illness cover, income protection or business protection. I represent Vantage Health and Life who are a trading style of 1st Call 4 Mortgages (UK) Ltd who are a directly authorised firm under the FCA, this gives me access some of the best life insurance providers for protection against death and serious illness, all of which have comprehensive cover to make sure that  you have good protection in place should you need to make a claim. I represent Vantage Health Ltd who are a trading style of 1st Call 4 Mortgages (UK) Ltd, who are authorised and regulated by the Financial Conduct Authority.

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

Stephen was extremely helpful and professional. He went the extra mile in sorting and explaining things regarding insurance. Would definitely recommend him.
Excellent service. Totally simplified the whole process. Gave me sound advice and a great deal. Thanks again Stephen.
Would recommend to anyone that’s looking a financial advisor.

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