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Financial Solutions NI
“Was very happy with advice and everything was sorted very quick. Very friendly and knowledgeable. Would definitely use them again and would recommend them.”
Best Financial Advisors in Bangor
The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Bangor area.
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MC3 Investments
“Professional attentive from the first contact. They helped me sort out my personal pension and made the process quick and easy to follow. Thanks Amanda, David and Neale for the excellent service”
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NJM Accountancy
Management Accounts, VAT Return, Business Start-Up & Company Formation
“NJM Accountancy Ltd. is an established accounting firm located in Northern Ireland. Our services include accounting, book-keeping, payroll services, VAT, tax returns and financial planning. We use our extensive knowledge to allow you the confidence i...”
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MJ Kane & Co. Accountants
Real Estate, Payroll, Set up a Company
“First class firm, very helpful, reliable and always quick to respond which means a great deal to a self employed person like myself. Wouldn't hesitate to recommend!”
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Mortgage Advisors Belfast
- Knowledge
- Insurance
- Stress
“Excellent service from start to finish - I can highly recommend William. We found buying our first home was made easy each step of the way by engaging with professionals who know how the system works.”
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Medical & General Financial Solutions
- Stress
- Questions
- Financial Advice
“Medical and General were extremely helpful with the purchase of an investment property, guiding me through the finance process. Patrick and Jenna were excellent”
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Platinum Financial Planning
- Questions
- Meeting
- Understand
“I was provided with comprehensive and extremely useful information in relation to my pension options - very impressed by Johanna's professionalism. I will be recommending Platinum Financial Planning, and especially Johanna, to my colleagues.”
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Benning Financial Management
- Mortgage
- Advice
- Presentation
“Excellent information that was broken down well. As it was delivered so well all my questions were covered in the presentation. A valuable service. Thank you Positive Responsiveness, Quality, Professionalism”
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Navigate IFA
- Businesses
- Questions
- Advice
“Excellent experience working with Matt. From our very first meeting, it was clear that he was not only knowledgeable but also cared about helping me achieve my financial goals.”
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E M Gray & Co
- Family
- Individual
- Communication
“I have just recently Had a fantastic experience
The advice I got from Tracey Johnston was excellent what a big help she was to me 100% and friendly as well diff would recommend Her and the company”
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North Financial Management | Chartered Financial Planners
- Mortgage
- Expert
- Team
“Richard provides professional, knowledgeable & friendly advice & guidance, making complex financial information easy to understand. He is also patient, kind & supportive in his approach, wanting the best for me as his client. Positive Responsiveness,...”
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Hills Financial Planning
Life Insurance, How Much is Enough?, Pension Strategies
“We've found the professional advice & personable customer service we've received from Hills to be first class. We enjoy receiving their regular newsletters to keep us informed of what's happening in the economy. 😊 …”
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NJW Financial
Commercial
“I've had the pleasure with working with Nick on a few projects now and he is brilliant!!He sorted everything out for me in a very short space of time and got me the best product available!!Top man 👌 …”
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CDF Financial
- Home Insurance
- Understanding
- Team
“Such a professional company with efficient staff. My problems were sorted with one phonecall. I highly recommend Positive Responsiveness, Quality, Professionalism, Value”
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Hastings Financial Services Larne
- Professional
“I have been using Johnny for over 15 years for mortgages, life insurance, home insurance. First class, professional, attentive service at all times. Wouldn't go anywhere else!!!! Positive Responsiveness, Professionalism”
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DNT Chartered Accountants
Taxation, Virtual FD, Wealth Management
“I couldnt recommend the guys at DNT enough. They have transformed my business in a very short period of time. From formal advice to a friendly ear they do it all. If you are considering moving accountants a quick chat with Mike and his amazing team w...”
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T Nixon Associates
Market Updates, Newsletter, Market Data
“Always well looked after by Tony / Ronnie”
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IQ & Co and Mortgage IQ
Other Services, Financial Health Check, Insurance & Protection
“Excellent service from the moment you arrive at IQ&CO, Ian Milligan provided me with everything I needed to know regarding my policy and helped me build a portfolio for my future career. Thanks to Ian and all the staff who work so hard for all thei...”
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Beltrae Partners
“Simply the best corporate advisors out there. A dedicated team who work extremely hard to ensure your goals are achieved.
5 star all the way!”
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Newbridge Financial Planning
Corporate, Information, Personal
“Gareth comes across as professional, trustworthy and an approachable financial adviser.
At our meetings he takes the time to fully gauge my financial needs and I have confidence in him to make the correct choices for me. He gave clear and concise in...”
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One and All Financial Services
Mortgage Underwriting, Meet the Team, Vulnerable Clients Policy
“At One & All Financial Services we work in partnership with our clients, and other professional advisors, such as solicitors and accountants, to meet their financial aspirations. We recognise the importance of building long-term relationships, that p...”
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Financial Professionals
Life & Health Insurance, Business Protection, Savings & Investments
“What is Diversification? We've all heard the old adage “Don't put your all your eggs in one basket!” In essence that is what Asset Diversification of your investment portfolio is. Diversification on is a common investing technique used to reduce your...”
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Nuvem 9
- CFO
- Strategic
“Definitely the clearest, fastest & most affordable cloud accounting service available.”
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The David Smyth Practice
- Financial Advice
- Number
- Business
“Open and transparent in discussions, with full explanations of the potential implications of our choices. Friendly and easy to work with, and minimal jargon!”
Retirement Planning and Investment Management Services in Bangor Cost Estimates
Minimum cost
£1217
Maximum cost
£10331
National Average
£3646
Avg Per Hour Rates
£366
£2431
£6685
Typical price range is based on
289 cost profiles
Why these companies made our list
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