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Gibson Financial Planning

(7)

“Retirement tended to creep up on me all of a sudden and I asked myself how did I get here so quickly, so it was extremely important that I sought the correct professional pension guidance and Gibson Financial Services supplied that. They've guided m...”

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Lodge Financial Advice

(1)

Tax Planning, Investment Planning, Mortgage Advice

“Donna is extremely professional. I found her advice clear & decisive which was exactly what I wanted, & her explanations of complex issues were easily understood. I am very pleased with the performance & management of my investments under Donna & ca...”

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Paul A. Taylor & Company Chartered Accountants

Small Business Grant, VAT, Employer Guidance

“Use our strategies and retirement advice, including retirement calculators to help you retire faster.”

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Smyth S R

Wealth Management, Pensions, Protection Advice

“2) Your dependents need to be able to afford to live if you don't make it to retirement, therefore you need to protect against illness or premature death. and”

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Clarke Financial Planning

“Based in Coleraine, Northern Ireland, the team at Clarke Financial Planning has been providing individuals, families and businesses with tailored financial solutions for thirty years. It is our pleasure to offer you the experience and expertise of ou...”

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Barr Financial Planning

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Pacem

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K C M Wealth Management

“The two founding partners were both Chartered members of the Insurance Institute going back to the mid 1990s. A belief in professionalism and professional qualifications is at the core of what we do. We work with both families and businesses guiding ...”

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Mortgage IQ

(50)

First Time Buyers
Insurance
Stress

“Highly recommended. As a first time buyer, I was expecting this to be a stressful process but both Tennielle and Aaron removed that completely. The process was extremely smooth and everything was explained very well throughout.”

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Ballymena Investment Centre

(25)

Savings & Investments, Protection, Taxation

“Denver has provided me with very sound financial advice for the past nine years with regards my personal pension and ISAs, and to date my portfolio has significantly increased under Denver's leadership. He is very diligent in his approach to the serv...”

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Rainey & Gregg Property & Financial

(10)

“Great estate agents with very helpful staff. Can arrange anything from buying or selling your house to getting a mortgage or insurance. Would highly recommend Rainey and Gregg. Thanks for all your help.”

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Johnston Financial Solutions Limited

(5)

Business

“Mark worked directly with me to develop a financial solution that best fitted both our business aims and our circumstances. He took the time to understand the business and what we were trying to achieve before engaging directly with funders. It was...”

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SRG Financial Management

(1)

Market Data, Newsletters, My Portfolio

“I've been a client of SRG for the last three years for personal and professional financial planning. The team is friendly and highly knowledgeable about a wide range of financial areas and I trust them implicitly to help me plan for my future, and th...”

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Tailored Financial Solutions

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Mortgage Wise & Smart Wealth

(1)

“Peter has been brilliant at guiding us through buying our first home. Nothing has been too much trouble and he has explained everything to us. Very professional and easy service! Couldn't recommend more.”

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A D Mitchell Financial Planning

“A.D. Mitchell Financial Planning Ltd is registered in Northern Ireland, Number NI 069884. Registered Office: 13 Church Street, Ahoghill, Ballymena, Co. Antrim, BT42 2PA.”

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Ballymena Mortgage & Financial Services

“Tracey had been told by 3 banks that she couldn't get a mortgage, Tracey thought she would never own a home. Ballymena Mortgages & Financial Services came to the rescue and successfully sourced a lender that would give her a mortgage, she is now the ...”

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H Armstrong & Associates

(1)

Tax Services, Payroll, Bookkepping

“Chartered Accountants and strongly recommended”

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Corin Berry Associates

“Corin has worked in financial services for over thirty years, having initially worked for Prudential where he gained a wealth of experience and knowledge, before starting out on his own as an independent financial adviser in 2000. Corin continually s...”

Featured

“We are absolutely delighted with our new website by Rapid Agency in Belfast! The whole team who work there are clearly passionate about what they do! Setting up a new website is a lot of work, but they were always so friendly, helpful and patient! I highly recommend them! Many thanks Rapid Agency!” - Heather, Corin Berry AssociatesnnCorin Berry Associates approached Rapid Agency to create a brand new website for their business and we delivered. We enjoyed working with these guys and we are very happy with how the website turned out! nnFor any website design enquires contact us today!

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Verity Financial

“We've been in the financial services sector since 1992. Using the breadth and depth of understanding, gleaned through years of business and life experience, our goal is to bring you the peace of mind that your financial planning is in safe hands. Thi...”

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Dean Financial Solutions

“My philosophy is centred around working closely with my clients; acting at all times with honesty, integrity and diligence in order to cement a long term relationship. I work in partnership with each client, whether they are an individual, family, bu...”

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MJ Kane & Co. Accountants

(44)

Bankruptcy, Cop9 Investigation, Payroll

“Great company to do business with..very friendly, effective & efficient in what they do...highly recommend to any business James Roofline Property Services”

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Hasson & Company Solicitors

(50)

Criminal Law, Licensing Law, Family Law & Children’s Order

“Great solicitors, just bought our first home and the help we received from hasson & co solicitors was first class! Always kept up to date with every little thing that was happening. Thank you for all your help.”

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Benning Financial Management

(50)

Informative
Decisions
Questions

“Andrew gave us clear financial advice to help us transition into retirement. We had many questions & Andrew very patiently worked through them all with us. Very happy to recommend”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Coleraine

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Coleraine area.

Gibson Financial Planning

Lodge Financial Advice

Paul A. Taylor & Company Chartered Accountants

Smyth S R

Clarke Financial Planning

Barr Financial Planning

Pacem

K C M Wealth Management

Mortgage IQ

Ballymena Investment Centre

Rainey & Gregg Property & Financial

Johnston Financial Solutions Limited

SRG Financial Management

Tailored Financial Solutions

Mortgage Wise & Smart Wealth

A D Mitchell Financial Planning

Ballymena Mortgage & Financial Services

H Armstrong & Associates

Corin Berry Associates

Verity Financial

Dean Financial Solutions

MJ Kane & Co. Accountants

Hasson & Company Solicitors

Benning Financial Management

Retirement Planning and Investment Management Services in Coleraine Cost Estimates

Why these companies made our list

Wealth Management Advisors near Coleraine

Popular in Coleraine