Financial Planning Services that deliver YOUR lifestyle

When you walk into our offices near the Outer Ring, just off the Castlereagh Road in Belfast you will be assured of a warm and friendly welcome.

We are a family-owned firm with a close-knit team and we offer a range of financial solutions for our clients. As experienced, qualified and highly motivated individuals, we strive to get to know our clients whilst offering bespoke financial solutions and services.

Our team brings over two decades of extensive experience in various areas of financial services. Our expertise in a variety of financial planning solutions, along with our enthusiasm to build trusting client relationships has allowed our business to grow almost entirely through referrals.

Over the years, our team have gained immense knowledge and skills, while working with a diverse set of clients. We assist clients in achieving their financial objectives, but wholeheartedly support them through life events that impact their financial health.

The Financial Conduct Authority expect all advisory firms to abide by their vision of Treating Customers Fairly (TCF) and we entirely support this notion. Therefore, the following principles are embedded into our ethos:

  • You can be confident that the fair treatment of clients is central to our culture.

  • Products and services marketed and sold in the retail market are designed to meet the needs of identified consumer groups and are targeted accordingly.

  • You are provided with clear information and are kept appropriately informed before, during and after the point of sale.

  • The advice provided to you is suitable and takes account of your circumstances.

  • You are provided with products that perform as we believe them to expect and the associated service is of an acceptable standard.

  • You do not face unreasonable post-sale barriers imposed by us to change product, switch provider, submit a claim or make a complaint.

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The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Fielding Financial Planning Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.
TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
Fielding Financial Planning Ltd is registered in Northern Ireland under reference N1611530. Registered company address: Unit 4, 16 Prince Regent Road, Belfast, BT5 6QR

Copyright 2018 Fielding Financial Planning Ltd