Best Financial Advisors in Bangor

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Bangor area.

Financial Solutions NI

Financial Solutions NI

(6)
“Was very happy with advice and everything was sorted very quick. Very friendly and knowledgeable. Would definitely use them again and would recommend them.”
In Business Since 2010
30 Church St, Bangor BT20 3HY
i
MC3 Investments

MC3 Investments

(1)
“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”
In Business Since 2006
2 May Ave, Bangor BT20 4JT
i
NJM Accountancy

NJM Accountancy

Management Accounts, VAT Return, Business Start-Up & Company Formation
21 Thornleigh Gardens, Bangor BT20 4NW
i
Mortgage Advisors Belfast

Mortgage Advisors Belfast

(50)
  • 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.”
In Business Since 2017
Free Initial Consultation
503 Lisburn Rd, Belfast BT9 7EZ
i
Platinum Financial Planning

Platinum Financial Planning

(50)
  • 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.”
157 Upper Newtownards Rd, Belfast BT4 3HX
i
Medical & General Financial Solutions

Medical & General Financial Solutions

(50)
  • 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”
In Business Since 2010
293 Ormeau Rd, Belfast BT7 3GG
i
Benning Financial Management

Benning Financial Management

(50)
  • 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”
In Business Since 2015
Serving Bangor Area
i
Navigate IFA

Navigate IFA

(24)
  • 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.”
In Business Since 2014
CFP Certified
150 Holywood Rd, Belfast BT4 1NY
i
E M Gray & Co

E M Gray & Co

(22)
  • 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”
In Business Since 1996
Citylink Business Park, 6 Albert St, Belfast BT12 4HQ
i
NJW Financial

NJW Financial

(16)
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 👌 …”
In Business Since 2017
55-59 Adelaide St, Belfast BT2 8FE
i
North Financial Management | Chartered Financial Planners

North Financial Management | Chartered Financial Planners

(20)
  • 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,...”
In Business Since 2002
84 North Rd, Belfast BT4 3DJ
i
Hills Financial Planning

Hills Financial Planning

(22)
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. 😊 …”
Serving Bangor Area
i
Hastings Financial Services Larne

Hastings Financial Services Larne

(6)
  • 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”
Emergency Services
Family Business
Serving Bangor Area
i
T Nixon Associates

T Nixon Associates

(1)
Market Updates, Newsletter, Market Data
“Always well looked after by Tony / Ronnie”
30+ Years Experience
Family Business
Cunningham House, 429 Holywood Rd, Belfast BT4 2LN
i
IQ & Co and Mortgage IQ

IQ & Co and Mortgage IQ

(12)
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...”
In Business Since 2017
Serving Bangor Area
i
Newbridge Financial Planning

Newbridge Financial Planning

(1)
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...”
The Mount Business Centre, 2 Woodstock Link, Belfast BT6 8DD
i
Financial Professionals

Financial Professionals

Life & Health Insurance, Business Protection, Savings & Investments
In Business Since 2012
4 Malone Rd, Windsor Mews, Belfast BT9 6FD
i
One and All Financial Services

One and All Financial Services

Mortgage Underwriting, Meet the Team, Vulnerable Clients Policy
60 Malone Rd, Belfast BT9 5BT
i
The David Smyth Practice

The David Smyth Practice

(11)
  • 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!”
2 Plantation Dr, Lisburn BT27 5BJ
i
Alan Gaston Insurance Services

Alan Gaston Insurance Services

(1)
“Glad to say I have had good service and sound advice here”
Serving Bangor Area
i
CRN Financial Services

CRN Financial Services

(1)
“Great team to work with very professional .”
In Business Since 1999
Unit 1 Forestgrove Business Park, Newtownbreda Rd, Castlereagh, Belfast BT8 6AW
i
Dowling Financial Planning

Dowling Financial Planning

(1)
“As a first time buyer the mortgage and insurance process can be daunting, confusing and complicated. Tom, Dermot and the team made the whole process extremely easy. They catered to my specific needs and explained everything in lay-man terms. I cannot...”
140 University St, Belfast BT7 1HH
i
Hardy's Financial Advisers

Hardy's Financial Advisers

1 Belmont Office Park,, 232-240 Belmont Rd, Belfast BT4 2AW
i
Crescent Capital, Venture Capital

Crescent Capital, Venture Capital

“Nice”
7 Upper Cres, Belfast BT7 1NT
i

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
Click to copy
Successfully copied!
Average Cost £3646
Minimum cost £1217
Maximum cost £10331
Avg Per Hour Rates £366

Typical range £2431 to £6685 is based on 289 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top