Our aim is to ensure you trust our judgement, benefit from our expertise and welcome our long term commitment to you
Fee based Independent Financial Advice
What do we do?
Finance Matters (NI) Ltd is in business to provide Independent Financial Advice to both personal and corporate clients. We operate our financial planning service on a fee basis only, to ensure our independence. We are based in Belfast, Northern Ireland and are happy to provide face to face advice within Northern Ireland, and elsewhere by arrangement.
We aim to provide a friendly, professional, independent advisory service, backed by a high level of technical expertise and long term service.
We welcome new clients and are happy to discuss the options available to anyone considering using us as advisers.
PENSION REFORM:
We are delighted to announce our tie in with Steve Bee, Paradigm Pensions in relation to the new workplace pension reforms due to roll out from 2012 onwards. Steve is pre eminent in all things pension and has worked in a number of senior positions in the UK pensions business. This short video from Steve starts the ball rolling. We have a detailed video on the Pension Reform page together with up to date articles on the changes. In addition we highlight seminars at which we are, or have recently been, attending. Our corporate offering involves not just pensions advice on how to meet your obligations as an employer but also, crucially, the software to ensure compliance with the complex legal obligations (see The Pensions Regulator website for a flavour of these regulations!)
What do clients think?
"We have employed Finance Matters (NI) Ltd over the last number of years to help us grow our business in a tax efficient manner. The service provided during that time has been prompt and efficient and the advice thorough."
Roberta Wilson,
Owner, Maud’s Ice Cream
"David: you have always provided us with a first class service. I have been involved with several Financial Advisers over the years and I am delighted to confirm that the service provided by you is by far the best we have ever received. We look forward to a long and mutually beneficial future with Finance Matters (NI) Ltd."
"David has earned my complete trust. He is always very meticulous and gives me astute advice, which has been consistently fruitful. I have every confidence in Finance Matters (NI) Ltd and indeed, I rely heavily upon their financial wisdom."
Registered Office: 68 Knock Road, Belfast BT5 6LR..
Registered in Northern Ireland under Company Number NI55516.
Finance Matters (NI) Ltd is authorised and regulated by the Financial Services Authority. Finance Matters (NI) Ltd is registered on the FSA Register (www.fsa.gov.uk/register/) under reference 455108
The guidance contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.