Financial Professionals NI Ltd

Independent Financial Adviser  51 Kensington Manor, Craigavon, County down, BT66 7HR
First meeting at adviser's own cost
Chartered Financial Planners. Specialists in Pensions & Investments . Offices in Lurgan Belfast and Bangor - coverage throughout Northern Ireland
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 10th February 2020
Meet our advisers
Ian Whiteside
Senior Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Michael Kennedy

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Bill McNeice

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Accreditations
Chartered Financial Planner
What our clients say
Ian has been my financial planner since 2009. In the immediate aftermath of the financial crisis I felt I needed specialist wealth management advice as I had built up a diverse investment portfolio over the years. I have found Ian’s stockbroking and financial planning skills and experience invaluable. This technical knowledge combined with a very personable client service ethic makes Ian an adviser I would have no hesitation in recommending.
Eileen Hurley, Retired Bank Manager (AIB Group)
Over the years Ian has provided very sound advice in a number of areas including protection, our private pensions and most recently with our workplace pension arrangements. Always approachable and professional Ian’s input is greatly appreciated within the family and indeed our company. No hesitation in making a recommendation.
Jim Reid, Director, Reid Painting & Decorating Ltd
I first met Ian in 2011, I had had some 5 years of being messed around by my pension provider regarding transferral of a private pension into my civil service scheme. Ian managed to prove that my private pension had been missold to me eventually the pension company paid over x5 the current fund value into my civil service scheme. Ian was efficient,courteous and professional throughout. There was no doubt that he cared I am glad he was in my corner!
Michael Shortt, Civil Servant
About us

Unbiased - Jargon Free - Local Advice (With a smile!)
We are a firm of forward looking independent financial advisers. We provide holistic financial advice whereby we consider all aspects of your financial situation to help you achieve your goals.

Our services

We are a firm of fully independent financial advisers with many years experience of providing first class, professional, jargon free advice on insurance, pensions and investments to personal as well as corporate clients. We have offices in Bangor Moira and Newtownabbey and offer full coverage of Northern Ireland. Advice can be given at one of our offices or in your own home - its entirely up to you!
We are paid via commission and/or fees - these will be discussed at the initial face to face meeting which is always free of charge.

Where to find us

51 Kensington Manor, Dollingstown, County Armagh, Craigavon, BT66 7HR

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th February 2020

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