Giving you financial clarity.

Bartholomew & James is a leading independent financial planning company based in Belfast, Northern Ireland.

We offer clear, independent pension, investment and inheritance tax planning advice, as well individual and business protection advice to individuals and companies across Northern Ireland.

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Everyone’s financial story is different. We work to get a clear understanding of yours.

How we can help

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Pension Advice

Planning for retirement can be complex and confusing, but with the right guidance, it can be both manageable and rewarding. 

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Investment Planning

Dedicated to providing clear and simple advice, we help you navigate the world of investment planning, including Individual Savings Accounts (ISAs), investment bonds, and general investment accounts. 

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Inheritance Tax Planning

Effective inheritance tax (IHT) planning is very important to preserve your wealth for future generations. 

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Individual Protection

Protecting your main asset – your earning capacity – is very important and our team has a wealth of experience in individual protection.

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Business Protection

Protecting your business is crucial and doesn't have to be complicated. 

With our business protection services, we offer clear and simple solutions to safeguard your company. 

Testimonials

What our clients say…

  • Chris M –

    “Bruce has been helping my wife and I plan all aspects of our finances and investments for almost 20 years.  Striking the balance between understanding people and their goals and an eye for detail and what needs to be done and when I’ve actually enjoyed working and meeting Bruce on what could be quiet a dull task.  I can thoroughly recommend Bruce as a professional financial advisor with high integrity and someone who will keep our finances secure for many years.”

  • Jennifer G –

    “My parents have always trusted Bartholomew & James with their financial planning so when I started on my own financial planning journey, it was a natural step for me to speak to the team. From pension contributions to personal protection cover and ISA’s, Bartholow and James has guided and helped me understand where to invest my money to achieve my financial goals.”

  • Martin R –

    “I approached Bartholomew & James for financial planning advice for my family and the team couldn’t have been more helpful.

    The advice has been very clear, and I receive regular updates on my investments.”    

  • Emily K –

     “Bartholomew & James has been providing financial planning advice to my family for over 25 years. Bruce was particularly helpful when my husband passed away to ensure I had all details around our finances and everything was kept in order going forward.”