Miskimmin Wealth - Belfast

Miskimmin Wealth: A Trusted Financial Planning Service

Miskimmin Wealth is a distinguished financial planning firm located in Belfast, Northern Ireland. Situated at Address: Pilot House 6 Pilot’s View, Heron Rd, Belfast BT3 9LE, United Kingdom, the firm provides comprehensive financial advice and support to individuals and families seeking to achieve their financial goals. Their dedicated team, led by experienced professionals, specializes in guiding clients through complex financial decisions with clarity and expertise. Contact them directly at Phone: 2890594600 for personalized consultations.

About Miskimmin Wealth

Miskimmin Wealth operates with a core philosophy centered around building long-term relationships with their clients. They understand that financial planning is not a one-size-fits-all solution; instead, they meticulously tailor strategies to align with each client’s unique circumstances, aspirations, and risk tolerance. The firm’s Specialties: Financial planner services encompass a broad spectrum, including retirement planning, investment management, inheritance tax planning, and mortgage advice. They are committed to delivering objective, unbiased advice, always prioritizing the best interests of their clients.

Key Features and Services

• Personalized Financial Planning: Each client receives a bespoke plan developed after a thorough assessment of their financial situation.
• Investment Management: Miskimmin Wealth offers tailored investment portfolios designed to meet specific goals and risk profiles.
• Retirement Planning: They help clients plan for a comfortable and secure retirement, considering factors such as pension contributions, income streams, and estate planning.
• Mortgage Advice: The team provides expert guidance on mortgage options, assisting clients in securing the most favorable terms.
• Inheritance Tax Planning: Miskimmin Wealth assists clients in minimizing their inheritance tax liabilities through strategic planning.

Location and Accessibility

Miskimmin Wealth’s offices are strategically located at Address: Pilot House 6 Pilot’s View, Heron Rd, Belfast BT3 9LE, United Kingdom. The premises are designed with accessibility in mind, offering a Wheelchair-accessible car park and a Wheelchair-accessible entrance. Furthermore, a Wheelchair-accessible toilet is available on site, ensuring comfort and convenience for all visitors. Appointments are required, and the firm recommends booking in advance to secure a dedicated time slot. The environment fosters a welcoming and professional atmosphere, promoting open communication and trust.

Client Feedback and Reputation

Miskimmin Wealth has consistently garnered positive feedback from its clientele. The firm maintains 15 reviews on Google My Business, reflecting a strong track record of client satisfaction. The Average opinion: 4.9/5 rating underscores the high level of service and expertise provided. Clients frequently praise the team’s approachable demeanor, their ability to explain complex financial concepts in a clear and understandable manner, and their dedication to delivering results. Specifically, clients have highlighted the value of a consultant, such as Jacob, who takes the time to understand individual needs and provides tailored recommendations. The firm’s commitment to proactive communication and ongoing support further enhances the client experience. It is evident that Miskimmin Wealth prioritizes building strong, lasting relationships with its clients, ensuring they feel supported and confident throughout their financial journey. The firm’s website, Website: miskimminwealth.com, provides further details on their services and team.

Contact Information and Booking

For inquiries or to schedule an appointment, prospective clients are encouraged to contact Miskimmin Wealth directly. The firm's phone number is Phone: 2890594600. Clients can also learn more about the firm’s services and team members by visiting their website: Website: miskimminwealth.com. Please note that appointments are recommended for a more in-depth consultation. The firm’s commitment to client service is reflected in its accessible facilities and proactive approach to communication.

👍 Reviews of Miskimmin Wealth

James G.

5/5

Jacob made us feel very comfortable and welcome when discussing our remortgage. He was knowledgeable and enthusiastic, and walked us through our options to help us make the choice that suited us best given our circumstances. Once we had made our decision, we left this in his capable hands and he arranged the remortgage promptly. Would strongly recommend Jacob and his colleagues at Miskimmin Wealth to others looking to arrange a (re)mortgage.

Lily A.

5/5

Review from the perspective of a first time home buyer:

Jacob helped me from start to finish, would highly recommend. Very professional, friendly and knowledgeable. Worked flexably in online meetings, emails and calls around my life giving timely updates on progress. Broke everything down for me and worked hard to find me the best deal for my mortgage.

Conor T.

5/5

Couldnt ask for a better mortgage broker ! Both me and my fiance were very excited to buy our first house together and jacob made it that bit easier, always on call to answer any questions or put any doubts at ease, he got us a really good mortgage rate and definetly knows what he is doing, will certainly be using jacob and Miskimmin Wealth LTD in any future mortgage needs
Many thanks

Brian H.

5/5

I had a very pleasent and unhurried meeting to discuss my finances. Everything was explained very carefully and my advisor was happy to explain everything carefully. She took the time to understand my circumstances and to lay out all the various options.
In fact, all of the staff here are great. I love going in to see them.

Edwin M.

5/5

We have been with Miskimmin Wealth for most of our working lives. Their advice has adapted to each changing stage, from when our young family made finances tight to later in our careers when there was more to invest, and now in retirement we welcome the security this has brought and the opportunity to follow our plans for this stage of our lives. Our advisor, always friendly but professional, has taken a personal interest in our lives and dreams, and has given us confidence that he would be there, with our best interests at heart, when we need him

Mark G.

5/5

Doris carries out her role in a very friendly professional manner. I have always found her to be very approachable and she has been a great help with our financial affairs. I would recommend her.

T H.

5/5

Kirsty was fantastic, very knowledgeable and patient. She kept us informed at every part of the process. She made what could have been a stressful experience, seamless and easy.

Roger S.

5/5

Big thanks to Wesley for sorting out my pension options, I usually do not write reviews but feel that the professional and friendly way that he explained and advised me was invaluable, and deserves a mention. Miskimmin Wealth is backed up by a very professional office team, and a particular thanks to Pat, who amazes me with her customer care, a person who has that ( nowadays) unique ability of proper pronunciation, shame that Pat could not teach our radio and tv presenters proper english. thanks again.