M & D Financial Management Ltd

Independent Financial Adviser  M & D Financial Management Ltd, County Antrim, Belfast, BT9 5NW
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FCA authorised
Last authorised 2nd August 2021
We aim to maximise your true financial potential both now and in the future
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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Commercial mortgages
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Corporate pension
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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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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Brian Horner
Director
MR John Horner
Director
MR Peter Kilpatrick
Director
About us

M&D Financial Management is a local private independent financial advisory firm, established in 1985 to provide bespoke financial planning advice to professional practice, including Medical, Dental & Legal, across the province.

We are directly authorised and regulated by the Financial Conduct Authority (FCA no. 402654).

As a totally 'independent' advisory firm, we offer unbiased, unrestricted advice on all financial products based on a comprehensive and fair analysis of the whole global market, specific to a client's own personal circumstances and priorities.

We are not affiliated with any bank, insurance company, pension provider or any other financial organisation.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

M & D Financial Management Ltd, M & D House, 56 Newforge Lane, County Antrim, Belfast, BT9 5NW

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