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Best Financial Advisors in Coleraine

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

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Gibson Financial Planning

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...”
In Business Since 2010
3A Hillman's Ct, Coleraine BT52 2DF
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Lodge Financial Advice

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...”
9 Lodge Rd, Coleraine BT52 1LU
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Paul A. Taylor & Company Chartered Accountants

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.”
Unit 4, 12, Spittal Hill, Coleraine BT52 2BY
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Smyth S R

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”
29 Railway Rd, Coleraine BT52 1PE
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Clarke Financial Planning

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...”
34 New Row, Coleraine BT52 1AF
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Barr Financial Planning

Barr Financial Planning

Serving Coleraine Area
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Pacem

Pacem

In Business Since 2019
Serving Coleraine Area
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K C M Wealth Management

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 ...”
Remote Consultations Available
Serving Coleraine Area
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Mortgage IQ

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.”
Serving Coleraine Area
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Ballymena Investment Centre

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...”
In Business Since 2008
Serving Coleraine Area
Featured

Picking up food parcels in aid of the Ballymena Rotary Club Xmas hampers appeal. Big thank you to all the teachers and pupils at Braidside Integrated Primary School for supporting the cause again this year. 350 hampers will be delivered to homes throughout our local community this week.

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Rainey & Gregg Property & Financial

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.”
In Business Since 1999
95 Broughshane St, Ballymena BT43 6ED
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Johnston Financial Solutions Limited

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...”
Free Initial Consultation
Serving Coleraine Area
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SRG Financial Management

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...”
In Business Since 2006
11 Galgorm Ct, Fenaghy Rd, Galgorm Parks, Ballymena BT42 1HW
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Tailored Financial Solutions

Tailored Financial Solutions

In Business Since 2008
Serving Coleraine Area
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Mortgage Wise & Smart Wealth

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.”
In Business Since 1997
Serving Coleraine Area
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A D Mitchell Financial Planning

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.”
Serving Coleraine Area
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Ballymena Mortgage & Financial Services

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 ...”
Transparent Fees & Pricing
70+ Years Experience
Serving Coleraine Area
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H Armstrong & Associates

H Armstrong & Associates

(1)
Tax Services, Payroll, Bookkepping
“Chartered Accountants and strongly recommended”
Free Initial Consultation
20+ Years Experience
Serving Coleraine Area
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Corin Berry Associates

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...”
Family Business
In Business Since 2009
Serving Coleraine Area
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Verity Financial

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...”
Serving Coleraine Area
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Dean Financial Solutions

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...”
Family Business
Offers Financing Options
Serving Coleraine Area
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Hasson & Company Solicitors

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.”
Emergency Services
In Business Since 2008
Free Initial Consultation
39-41 Clarendon St, Londonderry BT48 7ER
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MJ Kane & Co. Accountants

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”
Serving Coleraine Area
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Benning Financial Management

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”
In Business Since 2015
Serving Coleraine Area
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Retirement Planning and Investment Management Services in Coleraine Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 516 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 516 cost profiles.

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