We believe in providing a safe channel between you and the financial market, guiding and advising on your planning and cost effectively implementing financial solutions where appropriate to achieve your goals, objectives and financial freedom.
Finance Matters NI is one of the most highly qualified and respected independent Financial Planning consultancies in the Northern Ireland market.
We pride ourselves on providing a proactive service which prioritises our clients’ financial well-being. This is delivered with meticulous attention to detail, efficient reporting and communication and our signature personal touch.
Our core business is providing high level independent advice on investment management, retirement and succession planning, pensions (personal and corporate, including the new Pension Reforms), taxation, trust* and estate planning and financial protection to:
• SME Owner Managed Businesses