Finlay Wealth Management

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.

03/09/2026

At Finlay Wealth Management, our clients are at the heart of everything we do. 🤝

From the very start of my career in wealth management, I’ve always believed that one of the most important parts of what we do is helping our clients work towards and ultimately achieve their goals.

Being there at the beginning of someone’s financial journey, supporting them along the way, and then seeing them reach the goals they’ve worked so hard for is incredibly special.

It’s one of the most rewarding parts of the job — and a privilege to be part of our clients’ journeys every step of the way. 💙

When money feels overwhelming, knowing where to start can often be the hardest part.Financial worries can quickly lead t...
02/09/2026

When money feels overwhelming, knowing where to start can often be the hardest part.

Financial worries can quickly lead to stress, avoidance and feeling like you’ve lost control. Taking things one step at a time, prioritising what matters most and seeking the right advice can help you find a clearer way forward.

At Finlay Wealth Management, we’re here to listen, understand your concerns and help you create a plan that gives you greater clarity and confidence.

Visit our website to read more about taking back control of your finances.

www.finlaywealth.co.uk

From April 2027, most unused pension funds will be included when calculating the value of an estate for Inheritance Tax....
01/09/2026

From April 2027, most unused pension funds will be included when calculating the value of an estate for Inheritance Tax. For some families, particularly those with larger pensions or estates, this could mean a higher tax bill.

There’s no need to make rushed decisions. At Finlay Wealth Management, we can help you understand what the changes could mean for you and review whether your current plans are still right for your future.

Visit our website to read more about the upcoming pension changes and how they could affect your estate planning.

www.finlaywealth.co.uk

Getting a mortgage can be more challenging if you’re self-employed, an older borrower or have a non-standard income.Prop...
27/08/2026

Getting a mortgage can be more challenging if you’re self-employed, an older borrower or have a non-standard income.

Proposed changes to mortgage lending rules could give lenders greater flexibility to consider each borrower’s individual financial circumstances, potentially opening up more opportunities for those who may have previously struggled.

At Finlay Wealth Management, we’re here to help you understand your options and navigate the mortgage process with confidence.

Visit our website to find out more about the proposed changes and what they could mean for you.

www.finlaywealth.co.uk

26/08/2026

Don’t be afraid to have a chat with a financial advisor. It’s not about how much you have to invest — it’s about creating a plan that fits your goals and future.

The right advice can make all the difference.

Find out more at www.finlaywealth.co.uk

Having a Will is about making sure your wishes are heard and the people you care about are protected.Without a valid Wil...
25/08/2026

Having a Will is about making sure your wishes are heard and the people you care about are protected.

Without a valid Will, the rules of intestacy determine who inherits your estate – which may not reflect what you would have wanted, particularly for unmarried or blended families.

At Finlay Wealth Management, we can help you consider how your estate planning fits into your wider financial future, helping you put the right plans in place for those who matter most.

Visit our website to find out more about the importance of planning ahead.

Find out more at www.finlaywealth.co.uk

Building wealth takes years of hard work and planning. Making sure it reaches the people you care about most is just as ...
24/08/2026

Building wealth takes years of hard work and planning. Making sure it reaches the people you care about most is just as important.

Effective estate planning can help protect your legacy, manage the impact of Inheritance Tax and provide greater financial security for future generations.

At Finlay Wealth Management, we can help you understand your options and put the right plans in place for you and your family.

Visit our website to find out more about futureproofing your wealth.

Find out more at www.finlaywealth.co.uk

Without careful planning, Inheritance Tax can have a significant impact on the wealth you’ve worked hard to build and ho...
21/08/2026

Without careful planning, Inheritance Tax can have a significant impact on the wealth you’ve worked hard to build and hope to pass on to your loved ones.

From making sure your Will is structured correctly, to making use of lifetime gifts and creating a tax-efficient fund to help beneficiaries meet a future tax bill, there are a number of ways effective estate planning can help protect your legacy.

With changes to the treatment of unused pension funds and death benefits for Inheritance Tax purposes due from April 2027, reviewing your plans and understanding how the rules may affect your estate is increasingly important.

At Finlay Wealth Management, we’re here to help you understand your options and put the right plans in place for you and your family.

Visit our website to find out more about Inheritance Tax and estate planning.

www.finlaywealth.co.uk

When you’re self-employed, planning for retirement is your responsibility. Without a workplace pension to rely on, putti...
20/08/2026

When you’re self-employed, planning for retirement is your responsibility. Without a workplace pension to rely on, putting the right plans in place now can make a significant difference to the lifestyle and financial security you have later in life.

But how much should you be saving? And are you currently on track for the retirement you want?

Our Retirement Planning Calculator can help give you an idea of how much you may need to save each month, while considering the income you could receive from any existing retirement funds.

At Finlay Wealth Management, our approach to retirement planning is built around four key principles: Advice, Service, Flexibility and Control. We’ll work with you to understand your circumstances, ambitions and future income needs before creating a retirement strategy tailored specifically to you.

Visit our website to try our Retirement Planning Calculator and find out more about planning for your future.

www.finlaywealth.co.uk

Investing for your children’s future is about giving them a financial head start for whatever life may bring.Starting an...
19/08/2026

Investing for your children’s future is about giving them a financial head start for whatever life may bring.

Starting an investment plan while they’re young means even modest, regular contributions have more time to benefit from the power of compounding. By the time they reach adulthood, this could help build a valuable fund towards university costs, their first home or other important milestones.

Investing for younger generations can also form part of your wider estate planning, with gifting allowances potentially providing a tax-efficient way to pass wealth on to your children or grandchildren.

At Finlay Wealth Management, we can help you explore the options available and create a plan that works for you, your family and the future you want to help provide for them.

Visit our website to find out more about investing for your children’s future.

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

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