Welcome to RM Chartered Financial Planners

We provide financial planning and wealth management advice to individuals and corporate clients in Belfast and across Northern Ireland. 

As a chartered practice, we offer you the very highest standards of expertise and service, and have extensive experience in working with businesses, offering a range of support for corporate clients across a range of business sectors and all sizes of organisation. 


What we do

We offer tailored financial advice and support to help you achieve your objectives through life, taking a long-term and personal approach. By putting you at the heart of our advice, we make sure to give you tailored and personalised support.

Whether you are looking to build, grow, protect or preserve your wealth, we have a thorough knowledge and a broad range of expertise to help you reach your objectives.

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Cyber Essentials Certified Plus

Cyber Essentials is the UK Government standard for demonstrating good cyber security practices in which to protect client and company data.  As a Plus certified business, we have passed an independent audit that validates the security our systems.

Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by us or St. James's Place. Please note that clicking a link will open the external website in a new window or tab.

SJP Approved 08/06/2023

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.

RM Chartered Financial Planners is a trading name of RM Financial Planning Ltd. RM Financial Planning Ltd is registered in Northern Ireland, Number NI43184. Registered Office: 340 Ravenhill Road, Belfast, BT6 8GL. VAT No. Not Registered for VAT.