View Profile

Mortgage Advisors Belfast

(50)

Team
Knowledge
Questions

“I received an outstanding service, from start to finish, from Crawford Mulholland. Sam Mulholland made the mortgage process completely seamless, going out of his way to make everything as straightforward as possible. He gave some excellent advise a...”

i

View Profile

Leeburn Financial Planning Limited

(13)

Pensions
Knew
Family

“Recently started working with the Leeburn team following a recommendation from a family member. They have been very helpful in setting up life and health insurance that suits my wife and my needs. Everyone who we have been in communication with had b...”

i

View Profile

Akfp Group

(5)

Financial Advice

“Roger and his team at AKFP are the real deal. Trustworthy, innovative, personable and professional. I loved the way they started with me and what I wanted to get out of life, rather than just talk about investing my money in some fund. Then they used...”

i

View Profile

Welby

(4)

“Very professional service and seem to really take an interest in their clients needs.”

i

View Profile

The David Smyth Practice

(11)

Business
Financial Advice
Future

“Very happy with the service I have received from the David Smyth Practice. Jeff has been helpful and courteous in all his dealings with me. I have no hesitation in recommending him.”

i

View Profile

Marlborough Place

“We strive to deliver the highest possible level of service to every client, every time. If we got things right, we're always happy to hear that – thank you. If we didn't, in the first instance, please contact your Financial Planner or their Office Pr...”

i

View Profile

True Potential

Self-Directed Investments, For Private Individuals, Back

i

View Profile

Property Debt NI

“Property Debt NI are proud Sponsors of PropertyTribes a fantastic forum and information hub for Landlords and aspiring Property Investors. We've enjoyed a long standing relationship with Vanessa and Nick, founders of PropertyTribes, and welcome enqui...”

i

View Profile

Arthur Dodds & Co

“Here, we explain why pension planning is so important, and describe some of the options available to you.”

i

View Profile

Gribben & Watt Financial Planning

“Your home is likely to be one of the biggest investment you will ever make, which is why it is of vital importance that you receive independent mortgage advice that you can trust and that will meet your individual needs. Not only this but we will als...”

i

View Profile

Platinum Financial Planning

(50)

Future
Questions
Pension

“I had a meeting with Will and I have gone from knowing nothing about my pensions to now having a full understanding of my entitlements. Will's explanation of how pensions work was done in such a way that I was able to follow and grasp all that he was...”

i

View Profile

Medical & General Financial Solutions

(50)

Life Insurance
Stress
House

“As a first time buyer, I could not have chosen to receive advice from anyone better than Jennifer& Paddy. An extremely friendly initial call and in person consultation was followed up with regular updates throughout. When the deal circumstances chang...”

i

View Profile

MJ Kane & Co. Accountants

(44)

Company Insolvency, Business Advisory, Set up a Company

“I have used MJKane now for many years and watched them grow during that period. They are a superb company with a great family run ethos. I am a nightmare for asking every question and senario under the sun! They have always been there to answer my qu...”

i

View Profile

Alison Hughes Financial Solutions

(50)

Advice
Communication
Professional

“The process of buying our first home in March 2021 was a breeze almost certainly because of Alison, despite some of the hurdles to get us there (during a difficult period in the market in the 2nd lockdown). She went over and above, kept us well in...”

i

View Profile

Benning Financial Management

(50)

Questions
Mortgage
Informative

“We visited Katie a couple of times and I initially was sceptical about investing etc and found it all a bit confusing! But Katie was very quick to make us feel at ease and took as long as required to explain everything to us. She was at the end of an...”

i

View Profile

Navigate IFA

(24)

Goals
Businesses
Pension

“I have used the services of Navigate IFA for many years now. The extremely personal service they provide and knowledge they have are second to none. While in the past I have delt with Paul on this occasion I was introduced to Matt due to his vast exp...”

i

View Profile

E M Gray & Co

(22)

Understand
Family
Pension

“I have been a client of EM Gray & Co for some 33 years and have continued to use the firm for mortgages, pension, investments and general advice. A professional and personal service from advisors and all members of staff. Would recommend to anyone l...”

i

View Profile

North Financial Management | Chartered Financial Planners

(20)

Team
Mortgage
Solutions

“I sought financial advice as I wanted to retire at 53 years old, other advisers told me it wasn't possible, Richard created a plan which allowed me to retire at 53. The plan from North Financial, literally has changed my life. I am able to follow my ...”

i

View Profile

NJW Financial

(16)

Commercial

“I couldn't recommend NJW Financial more!! From the start Nick was a great advisor right to the end. Always there to answer any questions and very quick at getting back. Nick made our whole experience of becoming first time buyers easy and guided us t...”

i

View Profile

CDF Financial

(39)

Life
Home Insurance
Mortgage

“From the outset, staff were very warm and friendly. They put me totally at ease and the whole process moved at a steady pace and nothing was rushed. I would highly recommend this Business without a moment's hesitation. I'm delighted everything was pu...”

i

View Profile

DNT Chartered Accountants

(6)

Business Support, Book Keeping, Wealth Management

“I have only been with DNT for a couple of years but in that time Mike and his team have been very professional and they have offered great advice for my company. I wish I had moved to DNT years ago! Positive Professionalism”

i

View Profile

T Nixon Associates

(1)

My Portfolio, Market Updates, Calculators

“Always well looked after by Tony / Ronnie”

i

View Profile

Financial Solutions NI

(6)

“I can categorically state that this company have been fantastic, supportive, professional, helpful in every way and have gone above and beyond throughout my interaction with them. Highly recommended for guidance, sound advise and value for money ... ...”

i

View Profile

IQ & Co and Mortgage IQ

(12)

Mortgages, Other Services, Retirement Planning

“Gillian Walsh was both professional and passionate when I spoke to her about investment. She worked hard to build a good relationship with me and was both flexible and adaptable. Gillian also took time to ensure I completely understood everything and...”

i

Average Cost	£3668
Minimum cost	£1224
Maximum cost	£10393
Avg Per Hour Rates	£368

Best Financial Advisors in Lisburn

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Lisburn area.

Mortgage Advisors Belfast

Leeburn Financial Planning Limited

Akfp Group

Welby

The David Smyth Practice

Marlborough Place

True Potential

Property Debt NI

Arthur Dodds & Co

Gribben & Watt Financial Planning

Platinum Financial Planning

Medical & General Financial Solutions

MJ Kane & Co. Accountants

Alison Hughes Financial Solutions

Benning Financial Management

Navigate IFA

E M Gray & Co

North Financial Management | Chartered Financial Planners

NJW Financial

CDF Financial

DNT Chartered Accountants

T Nixon Associates

Financial Solutions NI

IQ & Co and Mortgage IQ

Retirement Planning and Investment Management Services in Lisburn Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lisburn

Popular in Lisburn