About the company
Medical & General Financial Solutions Ltd is a financial advisory firm based in Belfast that has been providing independent financial advice for over 20 years. The company specialises in dealing with high net worth clients and has a branch in Edinburgh. Patrick Macfarlane is the Managing Director and holds the Dip PFS qualification. He previously worked for The British Medical Association providing financial advice to their members and has over 30 years of experience in providing independent financial advice to high net worth clients.
Jennifer Armstrong is an Advisor with the Dip PFS qualification; she joined the company over 15 years ago and advises in all aspects of financial planning. The company is authorised and regulated by the Financial Conduct Authority. It provides financial planning and investment advice to individuals and businesses in Belfast and throughout Northern Ireland.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Paddy was a huge help to us securing a mortgage, walking us through the process efficiently and securing a great rate for us. Would highly recommend!
We have had an unbelievable experience working with Patrick and Jenna. No question is too small and responses are immediate. They have went above and beyond to sort all our needs and have kept us informed every step of the way. I would recommend this team to anyone.
100% recommend!! Paddy, Jenna and Jennifer helped us to get our mortgage along with other financial issues and made everything so easy and straightforward, it really took a lot of pressure off. Nothing was too much trouble for them, always so friendly and quick to respond. Will be recommending to friends and definitely using again for future advice, thanks guys :D
Paddy and Jenna were super to deal with at all times. From our initial consultation right to our completion date, they were helpful and informative as well as answering any questions or queries that we had. They made the process of buying our first home very easy and reassured us along the way. I will be recommending them to friends and will certainly use them again in the future.
Medical and General have advised my family for decades on various financial matters. Most recently this year we completed on our house purchase/finance through Pat, Jenna and the team. They are fantastic financial advisors who give timely, realistic, and practical advice. They have a wealth of knowledge and connections and are there for you every step of the way. The most friendly team in Belfast and I won't ever hesitate to recommend them to anyone.
I'm a first-time buyer, and my friend recommended Jennifer. Based on what he's told me, she has helped many people find a suitable mortgage for their circumstances. From the initial phone call and in-person consultation to the final stage of completion, she was consistently prompt and responsive to my queries. I always felt that she had my best interests in mind, which is exactly what you want when dealing with a professional. I highly recommend Jennifer and the team at Medical and General. Many thanks!
I have been dealing with Paddy and Jennifer for the last 9 years and their advice has been invaluable. They are very responsive and nothing is too big an ask. I highly recommend Medical and General for all your mortgage and future financial protection needs.
Financial advisers in Belfast compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 7 businesses in this category in Belfast are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Platinum Financial Planning Ltd | ★ 5,0 | 152 | No |
| 2 | Medical & General Financial Solutions Ltd (this page) | ★ 5,0 | 87 | No |
| 3 | Navigate IFA | ★ 5,0 | 72 | No |
| 4 | Carlile Financial Services Ltd | ★ 5,0 | 42 | No |
| 5 | E M Gray & Co | ★ 5,0 | 25 | No |