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

Stephen McClelland Financial Management Ltd

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Stephen McClelland

My core beliefs are to provide holistic, quality reflection and advice, combined with excellent personal service. I am passionate about client service and the development of long term relationships based on mutual trust, discretion and respect.

About

Stephen has enjoyed a successful career within the financial services sector since 1988. In 2005, he accepted an invitation to join St. James's Place Wealth Management, giving him access to the distinctive investment management approach and superior client care that St. James's Place has to offer.

As Director of Stephen McClelland Financial Management Ltd a Partner Practice of St. James's Place Wealth Management, Stephen offers a comprehensive Wealth Management service to both individuals and businesses. He helps identify the products and services that can assist clients, their families and their businesses to achieve their financial objectives. The service offered is thoroughly professional, strictly confidential and covers crucial aspects of financial planning. Most notably, clients’ arrangements are continually reviewed to take account of their changing circumstances.

Stephen is supported with PA's, Glenn, Ciara and Lisa.

Stephen has three children, Luke, Josh and Sophie. A Law graduate, he worked in the Middle East for a year before returning to Belfast to pursue a career in financial services.

The best way that we can help you reach your goals is not only to provide you with appropriate financial advice and guidance now, but also to ensure that they remain effective in the future, no matter how your circumstances change.

We focus upon maintaining open, long-term relationships with all clients. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.

In addition to the experience and leading expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We believe the providers represent the “best” in their respective categories and are capable of delivering the high standards you would expect.

We believe passionately in holistic, long-term, consistent advice and in building strong relationships with all clients through a transparent and thorough approach.

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.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Stephen McClelland

1a Castleview Road, Belfast, BT5 7AX

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.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their 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 £81 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.

Stephen McClelland Financial Management Ltd is registered in England and Wales, Number NI613865. Registered Office: 1a Castleview Road, Belfast, Northern Ireland, BT5 7AX.
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Stephen McClelland
Stephen McClelland Financial Management Ltd
02890 419299