Finlay Wealth Management, a premier Belfast-based firm specialising in bespoke wealth management solutions, is thrilled to announce significant expansions with the appointment of two new team members in Belfast and the opening of a new office in Manchester, along with the addition of four financial advisors.
With over 12 years of experience in safeguarding and maximizing the assets of a diverse portfolio of clients, Finlay Wealth Management has established itself as a trusted partner in wealth management. The firm offers a comprehensive range of services tailored to meet the unique financial needs of individuals, families, and businesses, whether it involves wealth building, growth, protection, preservation, retirement planning, or estate planning.
At Finlay Wealth Management, every client receives personalized financial solutions crafted to align with their individual goals and aspirations. The team, boasting a collective background in wealth management spanning 60 years, is dedicated to elevating clients’ wealth to secure a prosperous and secure future for them and their loved ones.
“We are thrilled to welcome Edward Gildea as our newly qualified financial advisor and Laura McGuire as our new office administrator,” said Jonathan Finlay, Managing Partner of Finlay Wealth Management. “Their expertise and enthusiasm will undoubtedly enhance our ability to serve our clients with excellence.”
Edward Gildea, the newly qualified financial advisor, expressed his excitement about joining one of the top wealth management companies in Northern Ireland and embarking on his career in financial planning. Laura McGuire joins as the office administrator to support the firm’s operations amid a growing clientele.
In addition to expanding the team in Belfast, Finlay Wealth Management is excited to announce the opening of its new office in Manchester. Jonathan Finlay, Managing Partner, cited the city’s promising connections and opportunities as driving factors behind this expansion. The firm aims to grow its presence in Manchester, offering tailored wealth management solutions to meet the diverse needs of clients in the region.
“We are delighted to welcome Edward and Laura to our practice and look forward to the valuable contributions they will make to our team,” said Susan Wilson, Operations Partner at Finlay Wealth Management.
For individuals and businesses seeking expert financial advice and personalized solutions, Finlay Wealth Management invites you to reach out with any inquiries or concerns. Contact details are provided below.
Contact Information:
Website: www.finlaywealth.co.uk
Email: jonathan.finlay@sjpp.com
Phone: 02890672359
About Finlay Wealth Management:
Finlay Wealth Management is a Belfast-based firm specializing in bespoke wealth management solutions for over 12 years. With a team boasting a collective background in wealth management spanning 60 years, the firm is dedicated to safeguarding and maximizing the assets of its diverse portfolio of clients, offering personalized services tailored to individual needs and aspirations.
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