Lisburn

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Lisburn
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Best Financial Advisors in Lisburn

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

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Mortgage Advisors Belfast

Mortgage Advisors Belfast

(50)
  • Home
  • Financial
  • Stress
“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...”
Free Initial Consultation
In Business Since 2017
503 Lisburn Rd, Belfast BT9 7EZ
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Leeburn Financial Planning Limited

Leeburn Financial Planning Limited

(13)
  • Family
  • Advice
  • Team
“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...”
Transparent Fees & Pricing
20+ Years Experience
Family Business
56 Bachelors Walk, Lisburn BT28 1XN
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Akfp Group

Akfp Group

(5)
  • Team
“AFKP Roger and James were invaluable in helping to structure and balance my investments. The annual review meeting with Roger and James is such an important part of the ongoing investment process - it allows us to take a step back, look at what maj...”
Transparent Fees & Pricing
In Business Since 2000
Building 2 The Sidings, Antrim Rd, Lisburn BT28 3AJ
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Welby

Welby

(4)
“Very professional service and seem to really take an interest in their clients needs.”
House of Vic-Ryn, Moira Rd, Lisburn BT28 2RF
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Marlborough Place

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...”
721A Lisburn Rd, Belfast BT9 7GU
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The David Smyth Practice

The David Smyth Practice

(10)
“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
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True Potential

True Potential

Self-Directed Investments, For Private Individuals, Back
“With investing your capital is at risk. Investments can fluctuate in value, and you could get back less than you invest.”
Transparent Fees & Pricing
In Business Since 2007
637a Lisburn Rd, Belfast BT9 7GT
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Property Debt NI

Property Debt NI

“It's easy to hide from money problems, especially when your wage has been cut. So, with the economy heading towards probable turmoil, you will need to ensure that you have made good choices when it comes to money and savings. These are our top tips t...”
Transparent Fees & Pricing
411 Lisburn Rd, Belfast BT9 7EW
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Arthur Dodds & Co

Arthur Dodds & Co

“Here, we explain why pension planning is so important, and describe some of the options available to you.”
Wallace Ave, Lisburn BT27 4AE
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Gribben & Watt Financial Planning

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...”
In Business Since 2008
Lisburn BT28 1XN
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MJ Kane & Co. Accountants

MJ Kane & Co. Accountants

(42)
Business Advisory, Assurance, Value a Business
“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...”
In Business Since 2007
Serving Lisburn Area
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E M Gray & Co

E M Gray & Co

(17)
  • Understand
  • Products
“It has been a pleasure dealing with E M Gray. They offer an understated sense of professionalism and expertise that leaves you secure in the knowledge they have your financial interests at heart. Good decision to transfer to E M Gray.”
In Business Since 1996
Citylink Business Park, 6 Albert St, Belfast BT12 4HQ
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Medical & General Financial Solutions

Medical & General Financial Solutions

(50)
  • Life Insurance
  • Home
  • Team
“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...”
In Business Since 2010
293 Ormeau Rd, Belfast BT7 3GG
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Platinum Financial Planning

Platinum Financial Planning

(46)
  • Information
  • Retirement Planning
  • Advice
“When I retried I was unsure of how to best organise my investments to ensure the best possible returns and provide a sustainable portfolio to ensure future financial stability for my myself, my wife and my children. Trevor provided excellent advice a...”
157 Upper Newtownards Rd, Belfast BT4 3HX
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Benning Financial Management

Benning Financial Management

(50)
  • Mortgage
  • Questions
  • Informative
“One of my favourite series is Chernobyl. At the end there is a court room scene where the main character - Valery Legasov (a nuclear scientist) - explains how a nuclear reactor works. The way it is done is so clear that I came away thinking I was a n...”
In Business Since 2015
Serving Lisburn Area
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Alison Hughes Financial Solutions

Alison Hughes Financial Solutions

(46)
  • Advice
  • Stress
  • Insurance
“If you are looking hassle free mortgage, insurance and advice look no further. Alison has been absolutely fantastic in all aspects of the house buying process and sorted all relevant policies we wanted/needed promptly. As first time buyers we are at ...”
Serving Lisburn Area
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NJW Financial

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...”
55-59 Adelaide St, Belfast BT2 8FE
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North Financial Management | Chartered Financial Planners

North Financial Management | Chartered Financial Planners

(20)
  • Solutions
  • Pensions
“Richard and the team at North Financial were first class from start to finish. When I approached Richard with a series of questions he took time to really understand my situation and it was obvious that the advice given was well thought out and consi...”
In Business Since 2002
84 North Rd, Belfast BT4 3DJ
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CDF Financial

CDF Financial

(39)
  • Life
  • Questions
  • 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...”
Channel Wharf, 21 Old Channel Rd, Belfast BT3 9DE
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RR Accountants

RR Accountants

(8)
“Very professional service. Always delivered the excellence. Well done”
Free Initial Consultation
Transparent Fees & Pricing
Unit-2-B, 1, 7 Hillview Rd, Belfast BT14 7BT
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DNT Chartered Accountants

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!”
Remote Consultations Available
In Business Since 2009
House 91, 97 Ormeau Rd, Belfast BT7 1SH
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T Nixon Associates

T Nixon Associates

(1)
My Portfolio, Market Updates, Calculators
“Always well looked after by Tony / Ronnie”
Family Business
30+ Years Experience
Cunningham House, 429 Holywood Rd, Belfast BT4 2LN
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Navigate IFA

Navigate IFA

(8)
“Navigate have been fantastic helping my wife and I to choose the correct pension that fits our needs. The whole process was seamless and transparent. I would highly recommend them”
CFP Certified
In Business Since 2014
150 Holywood Rd, Belfast BT4 1NY
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IQ & Co and Mortgage IQ

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...”
In Business Since 2017
Serving Lisburn Area
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Retirement Planning and Investment Management Services in Lisburn Cost Estimates

Minimum cost
£1224
Maximum cost
£10393
National Average
£3668
Avg Per Hour Rates
£368
£2446
£6725
Average price range is based on 383 cost profiles
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Average Cost £3668
Minimum cost £1224
Maximum cost £10393
Avg Per Hour Rates £368

Average range $2446 to $6725 is based on 383 cost profiles.

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Wealth Management Advisors near Lisburn

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