Belfast : 028 9036 4477   |   Lisburn Area : 028 9261 0536   |   E-Mail : info@pfni.co.uk

Who are we?

Financial Professionals (NI) Ltd. is authorised and regulated by the Financial Services Authority.

We provide wealth management to private clients throughout Northern Ireland.

The team have extensive experience in UK financial services including advice, distribution, and investment management, as well as building and applying effective technology systems to empower Wealth Management solutions.

Our vision and values

We continually search for better value and choice, and are agile enough to respond to opportunities quickly.

As a result, our clients become better informed, confident and empowered to reach their financial goals.

We achieve this by using the latest technology to provide straightforward and transparent advice in a simple and convenient way.

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Services

Our Team

Bill McNeice

Director

Bill is a Chartered Financial Planner and holds the Advanced Diploma in Financial Planning. He is also qualified to give specialist pension advice.

Bill began his working life as a civil engineering contractor and supervised construction project both large and small in the UK and overseas.

Michael Kennedy

Director

Michael is qualified to diploma level in financial services as well as holding a Master of Science degree. He has worked in many management positions and entered financial services as a stock broker and financial adviser.

Ian Whiteside

Senior Financial Planner

After leaving university with an honours degree in management Ian became a successful manager in a large national retailer. Wishing to build on this valuable experience and realise his full potential Ian entered the financial services industry.

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