• Bloomfield Corporate Consultancy

    Building a bond of trust

Welcome to Bloomfield Corporate Consultancy

Independent Financial Advisors in Belfast

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

YOU are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today or complete our short enquiry form and we'll be pleased to help you.

Our Areas of Expertise
  • Taxation

    Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear gr...

    Wealth Management

    Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk a...

    Pensions

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of ...

  • Life Assurance

    The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event ...

    Savings & Investments

    It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the intere...

    Business Insurance

    All businesses are exposed to risks in their day-to-day operations. Without business insurance cover to provide protecti...

  • Financial Planning

    Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be... ...

    Health Insurance

    Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or acciden...

    Research Links

    Some links you may find useful... ...

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Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...

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Retirement Planning

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Contact Us

We are happy to assist you with your enquiry or answer any questions you may have...

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Client Testimonials

  • I worked for a large Northern Ireland company for some 33 years and prior to my retirement I was invited to attend a Retirement Seminar given by Ralph McGuicken.  During Ralph’s presentation, which included personnel from DHSS, Medical Services and HMRC, it became clear to everyone attending that retirement was a rather complex operation – it was a minefield and needed both technical and professional expertise to get through. 

    At the end of each seminar Ralph indicated that he would help with a free initial consultation.

    A few days later at a meeting with the Company Pension Representatives 2 issues were raised:

    Client Mr J. G. - Belfast
  • Bloomfield Corporate Consultancy Ltd has been looking after my own and other family members’ investments for a number of years.  I have been impressed with the way we have been treated.  On all occasions when we have been seeking advice we have received prompt and easily understood recommendations accompanied with the rationale behind them. 

    I originally dealt with Ralph as I was looking for a safe and stable home for my investment funds.  I was very impressed by both the team that I met in the office and also the Clever Adviser Investment System, to which I believe he is the only adviser in Belfast to have access to this.  Ralph’s

    Client Mr D. S. – Templepatrick
  • Ralph was recommended by a friend and he initially helped me reorganize my existing plans that were not being very well managed. He explained everything and backed that up with written reports so we had time to read and understand the whole thing. From sorting out my pension to life assurance and latterly estate planning I feel I have had a comprehensive service that has met my needs perfectly. I now understand what I am investing in and have sound plans in place for me, my family and my business. Ralph has spent time to listen to what I am trying to achieve and has helped me make good decisions. Excellent service and an excellent job –

    Client Mr A.D. – Belfast
  • Ralph took over from a former financial adviser who had advised us to use high risk unregulated investments. He has helped us recoup a large proportion of the losses and we are back on track with our investments. Ralph helped us sort out our investment plans and also saved us substantial tax liabilities by setting our inheritance planning in place using trusts for our children. He has given us an honest assessment of our financial needs and explained the risks of investments without being pushy and also spending time to explain things. He is quick and efficient in dealing with our affairs and has made many personal calls to our home to

    Client Mr & Mrs S. – Garvagh
  • I met with Ralph as I was negotiating the terms of my divorce settlement and required advice on how I might invest my capital tax efficiently and to provide financial security in retirement. Ralph was introduced to me by a close family member and he came highly recommended.  The service I received surpassed my expectations as Ralph also provided advice on estate planning and helped me with all aspect of my financial plans. Furthermore he coordinates with my other advisers to ensure all decision making is effective. During a consultation, Ralph always presents me with a range of solutions and we discuss the options before agreeing next

    Client Mrs H.F. – Wiltshire
  • After having had a poor experience with a financial adviser I was very wary of taking advice from any financial adviser ever again. However after making contact with Bloomfield they were able to show me how to get my plans back on track and have rebuilt my portfolio from a very low point. I have subsequently taken advice from Bloomfield who have recommended funds that suited my attitude to risk. To date I am very satisfied with the result and I appreciate being advised in an informative and friendly manner and not being pushed into making quick and rash decisions. Ralph has taken the time to help us understand our

    Client Mr W.N. – Co.Down

Our Areas of Expertise home

Taxation

Taxation can be very complicated and the rules, reliefs and

Wealth Management

Whatever your level of wealth, there is nothing wrong in mak

Pensions

A well prepared pension plan which is regularly reviewed sho

Life Assurance

The main purpose of Life Assurance is to provide money for t

Savings & Investments

It’s less risky than investing, but it offers limited grow

Business Insurance

All businesses are exposed to risks in their day-to-day oper

Financial Planning

Professional Financial Planning is the process which aims to

Health Insurance

Health Insurance is probably one of the most important types

Research Links

Some links you may find useful...