Finlay Wealth Management

Call Website

Finlay Wealth Management Belfast based wealth management firm, safeguarding and maximising the assets of a broad portfolio of clients with bespoke solutions unique to them.

Could proposed mortgage rule changes make it easier for more people to borrow?Self-employed individuals, older borrowers...
17/10/2026

Could proposed mortgage rule changes make it easier for more people to borrow?

Self-employed individuals, older borrowers, first-time buyers and those with non-standard incomes can sometimes find it more difficult to secure a mortgage under traditional lending criteria.

Proposed changes could give lenders greater flexibility to consider a borrower’s full financial circumstances, rather than relying as heavily on rigid rules around income, affordability and credit history.

At Finlay Wealth Management, we can help you understand your mortgage options and navigate the process based on your individual circumstances.

Visit our website to read more about the proposed mortgage rule changes and what they could mean for borrowers.

Could downsizing be the right next step for you?Moving to a smaller, more manageable home can help reduce everyday costs...
16/10/2026

Could downsizing be the right next step for you?

Moving to a smaller, more manageable home can help reduce everyday costs, simplify life in retirement or release equity to supplement your income or support loved ones.

But downsizing is a big financial and lifestyle decision, and there may be more options available to you than you realise.

At Finlay Wealth Management, we can help you look at the bigger picture and understand how downsizing could fit into your wider financial and retirement plans.

Visit our website to read more about the advantages and disadvantages of downsizing and what to consider before making your move.

www.finlaywealth.co.uk

🚶‍♂️❤️ One Month to Go Until the Walk to Scotland!We’re delighted to be taking part in the annual Walk to Scotland fundr...
15/10/2026

🚶‍♂️❤️ One Month to Go Until the Walk to Scotland!

We’re delighted to be taking part in the annual Walk to Scotland fundraiser once again, supporting the incredible work of Northern Ireland Children to Lapland and Days to Remember Trust (NICTLT)!

📅 Date: Sunday 15th November 2026

This fantastic event brings people together aboard Stena Line for a day of walking, entertainment and fundraising, all to help create unforgettable memories for children across Northern Ireland living with life-threatening and life-limiting conditions.

At Finlay Wealth Management, we’re incredibly proud to continue supporting this wonderful charity and the difference it makes to children and their families.

With just one month to go, we’re looking forward to another memorable day for a truly worthwhile cause! ❤️

Find out more about the event and the charity’s incredible work through their website.

Could your pension leave your loved ones facing an unexpected tax bill?From April 2027, most unused pension funds will b...
14/10/2026

Could your pension leave your loved ones facing an unexpected tax bill?

From April 2027, most unused pension funds will be included when calculating Inheritance Tax. In some cases, beneficiaries could face both Inheritance Tax and Income Tax on inherited pensions – creating what’s known as the ‘double tax trap’.

While these changes may affect how you plan to pass on your wealth, there are steps you can take to help manage the potential tax burden.

At Finlay Wealth Management, we can help you understand what these changes mean for you and review your retirement and estate planning strategies.

Visit our website to read more about the double tax trap and how you can plan ahead.

www.finlaywealth.co.uk

Have you spoken to your family about long-term care?Thinking about a loved one needing care later in life can be difficu...
10/10/2026

Have you spoken to your family about long-term care?

Thinking about a loved one needing care later in life can be difficult, but having the conversation early can help you feel more prepared – both emotionally and financially.

From understanding the potential costs to exploring the care options available, the right advice can make an overwhelming situation feel more manageable.

At Finlay Wealth Management, we’re here to help you and your family plan ahead and make informed decisions about later-life care.

Visit our website to read more about starting the conversation around long-term care.

www.finlaywealth.co.uk

Have you ever thought about starting a pension for your child?It might feel a little early, but starting while they’re y...
09/10/2026

Have you ever thought about starting a pension for your child?

It might feel a little early, but starting while they’re young gives even small contributions more time to grow through the power of compounding, helping to build a stronger financial foundation for their future.

While only a parent or guardian can open a pension for a child, once it’s set up, other family members can contribute too.

At Finlay Wealth Management, we can help you understand the options available and how investing early could support your child’s long-term financial future.

Visit our website to read more about pensions for children.

www.finlaywealth.co.uk

Could Inheritance Tax be reducing the amount you leave behind for your loved ones?IHT rules can be complex, and with cha...
08/10/2026

Could Inheritance Tax be reducing the amount you leave behind for your loved ones?

IHT rules can be complex, and with changes affecting pensions, businesses and other assets, understanding how your estate could be impacted is increasingly important.

With careful estate planning and the right advice, there are steps you can take to manage potential tax liabilities and help more of your wealth reach the people you intend it for.

At Finlay Wealth Management, we can help you understand your options and plan ahead with confidence.

Visit our website to discover some of the common Inheritance Tax traps to avoid.

www.finlaywealth.co.uk

Is buy-to-let still worth it?For years, buy-to-let property has been a popular way to generate additional income and bui...
07/10/2026

Is buy-to-let still worth it?

For years, buy-to-let property has been a popular way to generate additional income and build long-term wealth. But with changing tax rules, rising costs and new regulations, the landscape for landlords has become increasingly complex.

Location, rental yield and how your properties are owned can all make a significant difference to the overall return on your investment.

At Finlay Wealth Management, we can help you understand how property fits into your wider financial plans and navigate the options available.

Visit our website to read more about buy-to-let and whether it could still work for you.

www.finlaywealth.co.uk

Are you financially prepared for life’s unexpected moments?We can’t predict what tomorrow might bring, but having the ri...
03/10/2026

Are you financially prepared for life’s unexpected moments?

We can’t predict what tomorrow might bring, but having the right protection in place can help provide financial security for you and the people you care about.

From Life Cover and Critical Illness Cover to Income Protection and Private Medical Insurance, there are different ways to help protect your family, your income and your future.

At Finlay Wealth Management, we can help you understand your options and find protection suited to your individual circumstances.

Visit our website to find out more about Protection Planning and how we can help give you greater peace of mind.

www.finlaywealth.co.uk

Are you making the most of your available tax allowances?From ISAs and pensions to Capital Gains Tax, understanding the ...
01/10/2026

Are you making the most of your available tax allowances?

From ISAs and pensions to Capital Gains Tax, understanding the reliefs and allowances available to you can help make your money work harder and support your longer-term financial goals.

With allowances and tax rules changing, it’s important to understand what applies to you and make informed decisions before key deadlines.

At Finlay Wealth Management, we can help you review your finances and ensure your plans are making effective use of the opportunities available.

Visit our website to find out more about making your money work harder for you.

www.finlaywealth.co.uk

Address

212-218 Upper Newtonards Road
Belfast
BT43ET

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5am
Wednesday 9am - 5am
Thursday 9am - 5am
Friday 9am - 5am

Telephone

+442890672359

Website

Alerts

Be the first to know and let us send you an email when Finlay Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category