Business Details
50+ Years
experience
Trusted Independent Financial Advisers in Belfast
Established in 1974, CRN Financial Group has grown to become one of Northern Ireland's largest independent financial advisory firms. Our team of experienced professionals specialises in delivering tailored financial solutions for both corporate and individual clients across the UK. With over 45 years of combined expertise, we maintain complete impartiality, ensuring our clients receive unbiased advice aligned with their unique requirements. Our services span wealth management, pensions, mortgages, tax planning, and bespoke investment strategies. We pride ourselves on fostering long-term relationships with clients, underpinned by a commitment to compliance, professionalism, and exceptional service. Our independence allows us to research the entire marketplace, securing optimal financial products and solutions for our clients.Recognised for our expertise in corporate pensions, private medical insurance, and business finance, we serve thousands of individuals and well-known employers. Our team includes specialists in auto-enrolment, estate planning, and commercial finance, supported by a robust administrative infrastructure. Headquartered in Belfast, we combine local market knowledge with national reach, maintaining partnerships with major UK banks and investors. Our legacy of trust and client-centric approach continues to position us at the forefront of Northern Ireland's financial services sector.
Services
Wealth Management
Mortgages
Inheritance Tax Planning
Commercial Finance
Private Medical Care
Protection
Retirement Planning
Bespoke Investments
Details
- Year established: 1974
Highlights and features
- We have over 45 years of experience in independent financial advisory services.
- Our impartiality ensures unbiased recommendations aligned with client needs.
- We offer tailored solutions for corporate and individual clients across the UK.
- Our team includes specialists in pensions, mortgages, and commercial finance.
- We maintain robust compliance and administrative systems for client assurance.
What people say
Truly superb
Highly talented
Go the extra mile
Excellent service
Saved our business
Services
Wealth Management
Our investment advisory team provides short and long-term strategies tailored to personal and corporate clients. We focus on creating diversified portfolios aligned with financial goals. With expertise in market analysis, we deliver solutions that balance risk and growth potential for sustained wealth accumulation.
Commercial Finance
We specialise in sourcing funding for business expansion, including mortgages and commercial loans. Our senior advisory team works with major UK banks to secure competitive financing options. Services cover cash flow management, asset financing, and strategic growth capital for SMEs and large corporations.
Retirement Planning
Our pension consultants advise on auto-enrolment schemes and individual retirement strategies. We help businesses establish compliant pension plans while offering personal retirement income projections. Services include tax-efficient withdrawal strategies and intergenerational wealth transfer planning.
Private Medical Care
We arrange private medical insurance schemes for employers and individuals. Our consultants design coverage plans tailored to corporate healthcare needs. Services include policy selection, premium management, and claims support for both personal and group medical insurance requirements.
Bespoke Investments
We develop tailored investment products for niche sectors like credit unions. Our solutions comply with specific regulatory frameworks while optimising returns. Services include risk profiling, asset allocation, and ongoing portfolio management for unique client circumstances.
People
Bob Neill
Chairman and Co-Founder
Co-founded CRN in 1974 and served as Life Insurance Association president. Brings extensive industry contacts and leadership experience to strategic decision-making.
Carole Neill
Financial Director and Co-Founder
Co-founder with banking sector experience. Oversees financial operations and audit processes, ensuring fiscal integrity and regulatory compliance.
Graeme Neill
Managing Director
Joined CRN in 1989 with expertise in new business acquisition. Focuses on client relationships and strategic growth initiatives across financial services.
Alistair Beattie
Pensions Director
Specialises in corporate pensions and auto-enrolment. Advises employers on pension scheme design and compliance since joining CRN in 1997.
Peter Gallagher
Estate Planning Director
Provides bespoke investment solutions and estate planning advice. Combines Wills/Trusts expertise with financial planning for personal and corporate clients.
Questions
What financial services do you offer?
We provide wealth management, pensions, mortgages, tax planning, commercial finance, and bespoke investment solutions for individuals and businesses.
How are you different from other financial advisers?
As independent advisers, we're not tied to lenders or financial groups, ensuring impartial recommendations tailored to your specific needs.
How do you work with clients?
We begin with a consultation to understand your financial goals, then develop custom strategies using our market research and banking partnerships.
Which areas do you serve?
Primarily Northern Ireland and the UK, with clients ranging from individuals to major corporations across various industries.
What experience do you have?
With over 45 years in business, our team holds decades of combined experience in financial advisory services across corporate and personal sectors.
