“Following a personal recommendation I asked Bill McNeice to become my financial adviser in early 2012. Being self-employed in uncertain times, it is more important than ever to be able to rely on expert pension and investment advice. Bill has duly monitored, advised and always been available to deal with my queries in a positive and efficient manner. In so doing he has removed a large burden from my shoulders!”
Dr Ian White
“Since Michael has become our financial adviser he has served both my wife and me well. He earned our trust by listening to our needs and concerns and by guiding us in a direction that has not only been effective but comfortable to live with. Michael carefully developed a portfolio to meet our very specific situation and has monitored it diligently, keeping us well informed. I highly recommend Financial Professionals (NI) Ltd and the services they provides”
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.
I consulted Bill last year when I needed to review several aspects of my personal financial planning.
He visited me on a number of occasions collecting relevant information and making a number of enquiries with various insurance companies on my behalf to determine the exact nature of my existing insurance provision.
He was then able to construct and implement a plan to enable me to achieve my desired objectives.
Bill was friendly, efficient and professional throughout and I imagine that others who deal with him will discover likewise.
Dr Joseph Wilson
“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!”
Bill McNeice has looked after my investments for some twelve years. He is both personable and efficient, ever taking pains to keep me up to date with developments and advising accordingly. Equity release can be fraught with difficulties and pitfalls, yet Bill managed to arrange the option which best suited my circumstances and I am delighted.
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.
Michael has been invaluable in the understanding of our personal requirements. The advice he has given has always been of a very high standard and tailored to our individual needs. He is very knowledgeable, efficient, helpful and always available to answer our questions. We would not consider anybody else for financial advice. We have recommended Michael to a number of our friends who have now availed of his services and are very satisfied with the help and advice provided. It has been and will continue to be a great pleasure to do business with Financial Professionals.
Mr Paul & Marie Montgomery