WELCOME TO
FINANCE MATTERS NI
COVID-19: IN THESE DIFFICULT TIMES, WE ARE OPEN FOR BUSINESS AS USUAL.
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. Although based in Northern Ireland, we have clients across the U.K. in major cities including London, Manchester, Leeds, Liverpool, Edinburgh & Glasgow. 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 chartered, independent advice on investment management, retirement and succession planning, pensions, taxation, trust / estate planning and financial protection to:
• High Net Worth Individuals
• Retired Professionals
• Owner Managed Businesses
• Entrepreneurs
 
What our clients say about us.

"It has been a great relief and release of a burden to know that our investments are being taken care off. For me, Finance Matters stands for trust, honesty, fairness, transparency and expertise in all things financial.”

Dennis Quinn, Legal Services and Commercial Director (retired)

“Whatever changes come along, David always keeps my financial planning heading in the right direction, with a promptness, efficiency and level of technical understanding which I highly value.”

Roberta Wilson, Owner, Mauds Ice Creams Ltd

“Having been involved with several Financial Advisers over the years, I am delighted to have found David Graham and Finance Matters NI. The first class service provided is the best we have ever received and has contributed not only to the continued financial success of our business but has given me personal confidence and security for the future.”

Eamonn McCormack, Managing Director, McCormack Demolition

"In a successful relationship with a financial advisor I look for three criteria to be fulfilled; integrity, a track record of success and an individual that is professional and easy to work with. With David Graham I'm very happy to say that he fully delivers on all three objectives."

Mervyn Walker, Executive Vice President, Operations Support, Menzies Aviation

“Finance Matters NI and David Graham have earned our complete confidence and trust as they provide meticulous and astute advice that has been consistently fruitful. Through tried and tested experience we have come to rely heavily on their financial wisdom.”

Did you know?

There are around 26,677 financial advisers in the UK, but only 3,238 of these (or 12%) have the highest level of qualification for advisers, the Fellowship of the Personal Finance Society (FPFS)?

You will be pleased to know David has been FPFS qualified since 2006.

Surely it makes sense to go with the 12% who are FPFS qualified, rather than the 88% who are not?

Keep up to date.

FMNI.Ltd
Finance Matters (NI) Ltd
Registered in Northern Ireland No. NI55516
Registered Address: 68, Knock Road, Belfast, BT5 6LR

Authorised and regulated by the Financial Conduct Authority.
We are entered on the Financial Services Register No 455108 at https://register.fca.org.uk/.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk
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Telephone

028 9002 0125

Email

info@financemattersni.co.uk

Address

Finance Matters NI Ltd
14 High Street,
Holywood,
Northern Ireland,
BT18 9AZ
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