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Finance Matters NI

Finance Matters NI is one of the most highly qualified and respected independent Financial Planning consultancies in the Northern Ireland market.

http://financemattersni.co.uk/

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Finance Matters NI is one of the most highly qualified and respected independent Financial Planning consultancies in the Northern Ireland market.
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Finance Matters NI | financemattersni.co.uk Reviews

https://financemattersni.co.uk

Finance Matters NI is one of the most highly qualified and respected independent Financial Planning consultancies in the Northern Ireland market.

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1

Finance Matters (NI) Ltd | Investment and Portfolio Management | Mortgage Arrangement | IFA

http://www.financemattersni.co.uk/index.php/costs

From 31st December 2012 the Financial Conduct Authority has instigated new rules and charging structures for all financial advisers. Financial advisers can no longer charge commission for investment/pensions plans they recommend. Instead, everyone must operate on a fee charging basis only. Every financial adviser must also spend at least 35 hours a year on continuing professional development. These changes should result in higher professional standards and more transparent charging structures. Secure onl...

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Finance Matters (NI) Ltd | Auto Enrolment | Pension Reform Consultants | Business, Company, Corporate Financial Consutancy

http://www.financemattersni.co.uk/index.php/publications-events

There are both publications and events during the year, which we feel may be of interest to you. Firstly, we produce regular newsletters (the most recent of which are below). Please click on the links for further details:. Annual Investment Dinner Riddel Hall – October 2015. Like our Facebook page to keep up to date. Event Pictures: Our annual investment dinner at Riddel Hall. Registered Office: 68 Knock Road, Belfast BT5 6LR Registered in Northern Ireland under Company Number NI55516.

3

Finance Matters (NI) Ltd | Pension Specialists | IFA Belfast, Northern Ireland

http://www.financemattersni.co.uk/index.php/who-we-are

BSc, ACIS, FPFS, TEP. One of the most highly qualified professional Chartered Financial Planners in the UK, David provides financial advice to clients on a discrete one to one basis, tailoring solutions which are designed to provide ultimate financial security. He is an Economics graduate, a Fellow of the Personal Finance Society and an Associate of the Chartered Institute of Secretaries. David is not only a Financial Planner; he is also an experienced Trust and Estate Practitioner. Joanne has significan...

4

Finance Matters (NI) Ltd | Pension Advice | Retirement Planning | Life Insurance | Critical Illness Cover

http://www.financemattersni.co.uk/index.php/what-we-do

We can help with your financial goals, whether it is properly planning your retirement; best utilising your funds in retirement, financially protecting yourself and your family, or investing for a special event e.g. a child/grandchild’s education. So, when was the last time you reviewed your financial plan? Investment and portfolio management. Investment and portfolio management. The value of your investment can fall as well as rise and you may get back less than you have invested. David is a Trust and E...

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Tel: 0845 402 1660. Future with the best Life Insurance. Cover for you, your budget and your needs. And family's future by ensuring you have adequate Buildings and Contents Insurance. Quickly ensure the right people. Are allocated your hard earned money and possessions when you are gone, with a Will. View and download our policy on. Hear What Our Customers Are Saying. We would like to thank our advisor for all the advice he gave us and for helping us save money. Greatly appreciated. The policy may not co...

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