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Seven Financial are a specialist wealth advisory firm based in Belfast. We provide expert financial advice on financial management, investment strategies and fund management.
Seven Financial provide a range of professional financial planning services and solutions for both businesses and individual clients.
Our aim to Thoroughly Understand Your Goals and Ambitions, to work on your behalf and have a professional responsibility to do what is best for you.
We believe it is important to work alongside accountants and other professional advisers to add significant value and to ensure that all areas of expertise are involved.
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Our portfolio of Intelligent Financial Solutions have been built up over many years of expertise, strong client commitments and our ability to thoroughly Understand Your Goals and Ambitions.
Our portfolio of intelligent investment solutions range from good quality ISA investments to Pension analysis, Portfolio construction and progress through to arranging complex investment portfolios.
Our intelligent and effective pension solutions help you cut through complexity to present real solutions in a uniquely dynamic and "easy to understand" manner.
Our Intelligent Business Solutions are about our Commitment to long term client relationships, strong expertise, fresh thinking and access to levels of service which others cannot emulate.
Our Intelligent Protection Solutions offer specialist advice and provide simple, affordable solutions to help make sure your family's life can continue even if you're not around.
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