About us

Who Are We?

We are a highly qualified firm based in Belfast, Northern Ireland that has been awarded Corporate Chartered Financial Planner status. Our team of experts provide specialist advice on a wide range of financial planning issues to a broad spectrum of clients across the UK.

Our core service proposition is Wealth Management. We devise Wealth Management strategies for our clients and then ensure they are reviewed regularly. Our investment philosophy is based on research by some of the world’s top academics and investment houses.

As a smaller boutique firm, we can provide a more personal service than many bigger national companies. The consistently high level of personal service we provide to our private and corporate clients gives them confidence that their financial affairs are handled with the highest degree of competency.

Our company was set up in September 1996 (previously known as Knightsbridge Financial Services) by our Managing Director and Chartered Financial Planner, John McClelland. He has been involved in financial services since 1985 and decided in September 1996 to pursue his goal of setting up a new style of financial planning business. He built the company based on his vision of providing both corporate and personal clients with peace of mind and financial security by helping them make informed decisions about their financial goals and aspirations. The experience gained over the years, and the addition of more highly qualified staff, such as Maurice Arthur, has enabled us to evolve that original vision. Maurice has worked for leading investment and pension providers Standard Life and Aegon Scottish Equitable before joining Knightsbridge Wealth Management. He has also worked as an Independent Financial Adviser within several leading accountancy practices which has given him experience working with high net worth and sophisticated investors.

Within the company our staff have an in-depth knowledge of corporate client needs gained from experience in advising companies on pension and other employee benefits. This has included the structuring and implementation of tailored employee packages.

Knightsbridge Wealth Management has been awarded Corporate Chartered Financial Planners status. The title Charted Financial Planners is a public declaration that the advice given by our firm is of the highest quality and is based on the researched need of the consumer. It also signifies that our firms staff are governed by a code of ethics and that disciplinary sanctions are applied to those who transgress.

We are now a firm whose competitive advantage is based upon state of the art technology, very high quality staff and a personalised client service proposition that delivers peace of mind to our clients. Our experienced team promotes forward thinking, creativity and open communication, resulting in happier, wealthier clients.

John McClelland:

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John has been employed in the financial services industry since 1985. John is a Fellow of the Chartered Insurance Institute (FCII) and a Fellow of the Personal Finance Society (FPFS). There are very few advisers in the UK that currently have qualifications to this level. He is also a Chartered Financial Planner.  During his 11 year spell with Standard Life, he was promoted to the position of Senior Pensions Consultant in recognition of his specialist knowledge of this complex subject. At the age of 35, he decided to create his own company called Knightsbridge Financial Services (now known as Knightsbridge Wealth Management (NI) Ltd). The business has developed through professional business introducers, including accountants and solicitors. The range of advice offered is varied, with a concentration in the pensions and investment field.

 

 Maurice Arthur

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Maurice has over 20 years’ experience in Financial Services, 10 of which were spent with one of the UK’s largest Providers of Private Pensions and Investments.  He has been providing advice to businesses and individuals since 2004, including 4 years in a large Belfast based accountancy practice.

Maurice is a member of the Personal Finance Society having attained his Level 4 qualification.  He has an honours degree in Economics.

He regularly advises clients on retirement planning, lump sum investments and Inheritance Tax Planning, together with Business and Personal Protections.  He takes a keen interest in the world’s investment markets, as these have a direct bearing on clients’ pensions and other savings.

 

Andrew McClelland

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Andrew is authorised by the FCA as an advisor. He has a Masters in Economics from the University of Glasgow graduating in 2007. He has the diploma in financial planning, certificate in financial planning as well as being a qualified mortgage adviser and a Chartered Financial Planner. He also intends to reach fellowship status in 2014.

 

 

 

 

 

Michele Cowan:

Michele is a qualified Mortgage Advisor and has been in the financial services industry since 1988. She started her career in the Halifax as a Mortgage Advisor and progressed to a fully qualified Financial Advisor with Eagle Star. After taking a short break from sales she continued working in the industry and joined Knightsbridge Wealth Management Ltd in 2004 as a Mortgage Advisor. She is now a senior administrator specialising in pension administration.

 

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Lesley Vize:

Lesley is the office manager assisting with compliance and day to day running of the office. Lesley has been in the financial services industry since 1986. She spent 10 years with Standard Life before joining Knightsbridge in 1997.

 

Affiliates:

We also obtain professional support services from Compliance First, which provides us with regulatory and business advice. Compliance First are supported by product providers, fund managers and platforms, through the provision of training resources.