We are a highly qualified firm based in Belfast, Northern Ireland that has been awarded Corporate Chartered Financial Planner status. The title Chartered Financial Planners is a public declaration that the advice given by our firm is of the highest quality and is based on the researched need of the consumer. It also signifies that our firm’s staff is governed by a code of ethics and that disciplinary sanctions are applied to those that transgress. Our team of experts provide specialist advice on a wide range of financial planning issues to a broad spectrum of clients across the UK.
Our core service proposition is Wealth Management. We devise Wealth Management strategies for our clients and then ensure they are reviewed regularly. Our investment philosophy is based on research by some of the world’s top academics and investment houses.
As a boutique firm, we can provide a more personal service that many bigger national companies. The consistently high level of personal service we provide to our private and corporate clients gives them confidence that their financial affairs are handled with the highest degree of competency.
Our company was set up in September 1996 by our Managing Director and Chartered Financial Planner, John McClelland. He has been involved in Financial Services since 1985 and decided in September 1996 to pursue his goal of setting up a new style of financial planning business. He built the company based on his vision of providing both corporate and personal clients with peace of mind and financial security by helping them make informed decisions about their financial goals and aspirations. The experience gained over the years, and the addition of more highly qualified staff has enabled us to evolve that original vision.
Within the company our staff has an in-depth knowledge of corporate client needs gained from experience in advising companies on pension and other employee benefits. This has included the structuring and implementation of tailored employee benefit packages.