Richard Hamilton t/a Umbrella Financial Planning - Belfast

Richard Hamilton t/a Umbrella Financial Planning: A Comprehensive Overview

For individuals and families seeking comprehensive and reliable financial planning services, Richard Hamilton t/a Umbrella Financial Planning presents a compelling option. Located at 9 Cairnburn Dr, Belfast BT4 2HW, United Kingdom, this established firm offers a robust suite of services, including acting as a mortgage broker, providing tailored financial planning advice, and operating as a life insurance agency. The firm’s commitment to client satisfaction is underscored by consistently positive feedback and a dedication to accessibility.

About Richard Hamilton t/a Umbrella Financial Planning

Richard Hamilton t/a Umbrella Financial Planning has cultivated a strong reputation within the Belfast area and beyond. They specialize in guiding clients through the complexities of financial decisions, from securing a suitable mortgage to designing long-term investment strategies and ensuring adequate life insurance coverage. The firm’s approach is built on a foundation of personalized service, prioritizing the unique needs and circumstances of each client. Mr. Hamilton and his team possess a deep understanding of the current financial landscape and are committed to staying abreast of regulatory changes and market trends. They operate with transparency and integrity, fostering trust and long-term relationships with their clientele.

Services Offered

• Mortgage Brokerage: Richard Hamilton t/a Umbrella Financial Planning excels as a mortgage broker, assisting clients in securing competitive rates and suitable loan products. They work with a wide network of lenders to find the best options available to meet individual requirements, including first-time buyers, those looking to remortgage, or individuals seeking additional borrowing.
• Financial Planning: Their comprehensive financial planning services encompass a wide range of areas, including retirement planning, investment management, tax planning, and estate planning. They take a holistic approach, considering all aspects of a client’s financial situation to develop a tailored plan that aligns with their goals.
• Life Insurance Agency: Recognizing the importance of protecting loved ones, Richard Hamilton t/a Umbrella Financial Planning functions as a life insurance agency, offering a variety of policies to suit diverse needs and budgets. They provide expert guidance in selecting the right coverage to safeguard a client’s family’s financial future.

Location and Accessibility

The firm’s physical address is 9 Cairnburn Dr, Belfast BT4 2HW, United Kingdom. It is strategically located to serve clients throughout Belfast and the surrounding region. Furthermore, Richard Hamilton t/a Umbrella Financial Planning prioritizes accessibility, offering both online appointments and on-site services. Importantly, the premises are fully wheelchair-accessible, ensuring that individuals with mobility limitations can easily access the firm’s facilities. This commitment to inclusivity demonstrates their dedication to serving a broad client base.

Client Feedback and Reputation

Richard Hamilton t/a Umbrella Financial Planning has garnered a remarkable reputation within the industry, as evidenced by its strong Google My Business reviews. Currently, the company boasts 3 reviews on Google My Business, all of which have received an average rating of 5/5. This exceptional feedback reflects the firm’s commitment to delivering outstanding service and achieving positive client outcomes. Clients consistently praise the team’s professionalism, knowledge, and dedication to providing personalized attention. Testimonials frequently highlight the ease of navigating the process and the confidence clients feel in their financial decisions after working with Richard Hamilton t/a Umbrella Financial Planning.

Contact Information

For inquiries or to schedule an appointment, potential clients can contact Richard Hamilton t/a Umbrella Financial Planning directly:

• Phone: 2890769798
• Website: umbrellafinancialplanning.co.uk

The firm’s website provides further details about its services, team members, and client testimonials. The Website also features a convenient contact form for direct communication.

👍 Reviews of Richard Hamilton t/a Umbrella Financial Planning

MrShaw313

5/5

Marcin C.

5/5

J W.

5/5