A Senior Partner Practice of St. James's Place Wealth Management

Finlay Wealth Management LLP

Jonathan Finlay

The heartbeat of my firm is to provide suitable advice on investment planning, pension planning, pre and post retirement planning, protection and estate planning and in the process develop and maintain meaningful relationships with my clients.

About

Despite over 25 successful years in the industry, Jonathan is still enthusiastic about the world of financial services which has seen him develop from an Adviser to a Financial Director and now to a Managing Partner in Finlay Wealth Management.

As a Senior Partner Practice of St. James's Place. Jonathan is able to provide bespoke quality advice to his clients and to build productive relationships with them as a result and thus ensure their financial plans are reviewed in the light of any changes to their circumstances.

A native of Belfast, Jonathan is married and has a lively young son who may well eventually challenge his father’s golf handicap.

Jonathan is joined by his Operations Partner and Chartered Adviser, Susan Wilson and Advisers Gerald Stanley and Patricia McKillop. They are supported by a four person strong administration team with over 60 years of experience between them.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

I was recommended to Jonathan Finlay of Finlay Wealth Management LLP in the autumn of 2011. I was told that he was the leading expert in financial planning, that he was at the top of his field and that he would put his client's interests first. This was not wrong as he proved to be all of the above ...
Lewis Power |Queen's Counsel, Brighton
Jonathan has a unique ability to focus on what is important for a client. From our first meeting he was able to give me good advice on the best course of action to take in the management of my financial resources. Our meetings have been very useful and extremely productive.
Mr. J. M. Mccurry |Property Developer, Belfast
I have certainly found Jonathan, Susan and all the staff to be professional, helpful, understanding and considerate of my needs, giving sound advice.
Clem Boyd |Director, Belfast
From my very first meeting, Jonathan's advice and guidance has always been excellent and insightful. He understands what my priorities and concerns are and I leave every meeting with a confidence about the decisions that he has helped me make and I would not hesitate in recommending him to anyone.
Shane Lynch |Pop Entertainer Boyzone
He was readily accessible throughout the initial stages of registration and this personal approach has continued in the years since. The advice given was not only professional and easy to understand but has delivered exceptional results year on year. I have no hesitation in recommending the servic...
Mark Regan |CEO- Kingsbridge Private Hospital, Belfast
The service Jonathan provides is invaluable to me, I would be lost without him. Everything is explained in simple terms and I am always confident he has my best interests at heart. After each meeting, I have a clear idea of my financial priorities and how I am moving towards reaching these goals.
Julia Gomes |Business Owner, Belfast
Jonathan is always on hand to assist me when I need him. I trust his advice and appreciate him keeping in contact to ensure I am happy with my investments. He explains things clearly and I would not hesitate in recommending him to friends and family.
J. Cowden |Business Owner, Belfast
Jonathan has been advising me now for several years and I have always found him to be efficient, approachable and reliable. He has always delivered sound advice in a knowledgeable manner which didn’t require an honours degree in economics to understand and this has been proven with the resultant fi...
Garth Owens |Retired
I, and my clients, have been using Jonathan's services for several years now and we are delighted with the advice and service provided by Jonathan and his team during this time.
Accountant |Belfast
Jonathan Finlay has been my Financial Adviser for the past three years. Jonathan's advice and professionalism have been, and continue to be, outstanding. He has advised and assisted me in a trustworthy manner ensuring the right spread of investments have been selected to provide for my future needs....
Niall McGinn |Professional Footballer
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
SJPWM-Crop-Blue.svg

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Finlay Wealth Management LLP is a Limited Liability Partnership registered in Northern Ireland, Number NC793 Registered Office: 3rd Floor, 212-218 Upper Newtownards Road, Belfast, BT4 3ET.
Jonathan Finlay
Finlay Wealth Management LLP