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

Finlay Wealth Management LLP

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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 21 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 Advisers Susan Wilson, Gerald Stanley and Andrew Gordon. They are supported by a four person strong administration team with over 60 years of experience between them.
Jonathan Finlay

3rd Floor, 212-218 Upper Newtownards Road, Belfast, BT4 3ET

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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
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 service to others and regularly do so.
Mark Regan
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
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
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 financial rewards.
Garth Owens
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
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
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.

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
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.
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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.
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Jonathan Finlay
Finlay Wealth Management LLP