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Who we are

Highly qualified independent financial advisors based in Belfast helping clients to achieve more with their finances.

Our people
Our Process
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Why are we different?

At Catalyst Financial Planning, we help professionals and business owners achieve financial security by providing clear and concise financial advice that creates clarity and instils confidence and peace of mind.

With years' worth of experience, our team of independent financial planners understand the challenges you face when it comes to tackling your finances.

Our mission is to help you improve your life and create a plan for the future you've always hoped for.

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  • An Independent Firm

    Our team of expert independent financial planners are client-focused and independent. We are not tied to any specific company or restricted in the advice we provide. This approach allows us to solely focus on your needs and goals, maintaining our integrity as independent financial advisors to create the best possible outcomes for our clients.

  • Keeping things simple

    We believe that financial advice doesn't need to be complicated. So, we remove unnecessary jargon and ensure our advice provides you with clarity and confidence to make the right financial decisions to meet your goals.

  • Goal Oriented

    Financial planning is about more than making money - it's about identifying where you are now, where you want to be in the future and creating a plan to get you there. It is making your money work to achieve your goals and plans.

    Depending on your stage in life and career, that could include paying off your mortgage, funding private school education for your children or even retiring early. Whatever your goals, our team of experts can help you achieve them.

  • A relationship built to last

    We work with open-minded, successful professionals and business owners on a long-term basis – helping you from your current stage of life through all of life’s transitions. Every year we evaluate where you are and make any necessary adjustments to your financial plans. We're here for you every step of the way, to help you navigate your financial journey.

  • Transparency

    We only want to work with people who'll benefit from the value of our services; therefore, if we're not the right adviser for you, we'll refer you to somebody who is. We are transparent about or fees and our process so you know exactly what you re paying and what you will get in return.

Create your financial plan

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Book a call

Book a complimentary discovery call with one of our expert Financial Planners today to find out if we can help you with your finances.

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Explore

Our Independent Financial Planners will help you explore where you are today & where you want to be in the future.

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Create

We will create a highly detailed financial plan to show you if you are on track to achieve your goals, highlight opportunities to get you there & maximise your finances.

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Execute

We will put your plan into action, implementing any financial products & ensuring they are right for you & your circumstances.

Find out more about our process

Are you ready to take control of your financial future?

Find out how we can help you achieve your financial goals today by booking your complimentary discovery call.

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Email communications are not secure and, for this reason, Catalyst Financial Planning Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.

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A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rate and tax legislation.

The value of investments and income from them may go down. You may not get back the original amount invested.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority does not regulate will writing, inheritance tax planning and most forms of buy to let mortgage.