Best Financial Advisors in Newtownabbey

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

Benning Financial Management

Benning Financial Management

(50)
  • Advice
  • Questions
  • Mortgage
“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
665 Shore Rd, Jordanstown, Newtownabbey BT37 0ST
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Alan Gaston Insurance Services

Alan Gaston Insurance Services

(1)
“Glad to say I have had good service and sound advice here”
4 Hillview Ave, Newtownabbey BT36 6AE
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Iq Financial

Iq Financial

“From prudent financial planning at the start of your career to protecting the family's inheritance in later life, we work hard to understand your goals and aspirations,and devise a number of solutions to help you achieve these goals.”
In Business Since 2008
645 Shore Rd, Newtownabbey BT37 0ST
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MJ Kane & Co. Accountants

MJ Kane & Co. Accountants

(44)
Assurance, Company Insolvency, Business Advisory
“First class firm, very helpful, reliable and always quick to respond which means a great deal to a self employed person like myself. Wouldn't hesitate to recommend!”
Serving Newtownabbey Area
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Mortgage Advisors Belfast

Mortgage Advisors Belfast

(50)
  • Insurance
  • Team
  • Knowledge
“William walked us through the process of buying our first home! He made us feel at ease and reassured us constantly throughout the process. We cannot thank him and Crawford Mulholland enough for all their help!”
Free Initial Consultation
In Business Since 2017
503 Lisburn Rd, Belfast BT9 7EZ
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Medical & General Financial Solutions

Medical & General Financial Solutions

(50)
  • Questions
  • Life Insurance
  • Stress
“I met with Paddy for my first ever appointment with a financial advisor. He was professional and helpful. I left with my question answered and a sense of clarity and direction.”
In Business Since 2010
293 Ormeau Rd, Belfast BT7 3GG
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Platinum Financial Planning

Platinum Financial Planning

(50)
  • Meeting
  • Future
  • Questions
“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
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Mortgage IQ

Mortgage IQ

(50)
  • Call
  • Stress
  • Questions
“Being a first time buyer I wasn't sure what to do, Talsa and the team made this really easy, always kept up to date with the process from start to finish, I would highly recommend mortgage IQ”
Serving Newtownabbey Area
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Navigate IFA

Navigate IFA

(24)
  • Questions
  • Goals
  • Businesses
“Paul and the team at Navigate have been an invaluable help in helping us plan financially for the future. Their focus on life planning has helped guide us through the various stages of our lives and kept us on the right track. We've recommended quite...”
CFP Certified
In Business Since 2014
150 Holywood Rd, Belfast BT4 1NY
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E M Gray & Co

E M Gray & Co

(22)
  • Individual
  • Understand
  • Family
“EM Gray and Co has given me financial advice for over 5 years. The service they provide is excellent and I would highly recommend them. They take time to get to know their clients and ensure their advice is tailored to the individual/business.”
In Business Since 1996
Citylink Business Park, 6 Albert St, Belfast BT12 4HQ
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Leeburn Financial Planning Limited

Leeburn Financial Planning Limited

(13)
  • Pensions
  • Knew
  • Family
“As a family we have been customers of Leeburn Financial Planning for 20 years. We have always received the highest level of service and assistance. Being secure in the knowledge that we are receiving sound advice is one less worry, especially in diff...”
Transparent Fees & Pricing
Family Business
20+ Years Experience
56 Bachelors Walk, Lisburn BT28 1XN
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NJW Financial

NJW Financial

(16)
Commercial
“From looking at our dream property to having a mortgage offer was all done in a few weeks! Unbelievable! Nick was responsive, contactable with a great sense of humour. Which is what you need at a stressful time! Nothing was too much bother! I will ...”
In Business Since 2017
55-59 Adelaide St, Belfast BT2 8FE
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Hills Financial Planning

Hills Financial Planning

(22)
Pension Strategies, Life Insurance, Wealth Management
“Since transfering my investment two years ago, I have been very impressed with the level of service, their attention to detail and professional advice.”
Serving Newtownabbey Area
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North Financial Management | Chartered Financial Planners

North Financial Management | Chartered Financial Planners

(20)
  • Team
  • Mortgage
  • Solutions
“I contacted North Financial as I was concerned that I did not have suitable life or critical illness planning in place for my family. Richard explained how to calculate what I actually needed based upon my own family's financial circumstances and was...”
In Business Since 2002
84 North Rd, Belfast BT4 3DJ
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CDF Financial

CDF Financial

(39)
  • Understanding
  • Life
  • Home Insurance
“Such a professional company with efficient staff. My problems were sorted with one phonecall. I highly recommend Positive Responsiveness, Quality, Professionalism, Value”
Channel Wharf, 21 Old Channel Rd, Belfast BT3 9DE
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Hastings Financial Services Larne

Hastings Financial Services Larne

(6)
  • Professional
“Very knowledgeable, impartial advice. Kept us up to date with every step of application. Johnny was always only a phone call away. 👍 Positive Professionalism”
Family Business
Emergency Services
Serving Newtownabbey Area
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DNT Chartered Accountants

DNT Chartered Accountants

(6)
Company Secretarial, Business Support, Book Keeping
“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”
Remote Consultations Available
In Business Since 2009
House 91, 97 Ormeau Rd, Belfast BT7 1SH
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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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Akfp Group

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...”
Transparent Fees & Pricing
In Business Since 2000
Building 2 The Sidings, Antrim Rd, Lisburn BT28 3AJ
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T Nixon Associates

T Nixon Associates

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

IQ & Co and Mortgage IQ

(12)
Financial Health Check, Mortgages, Other Services
“Anytime I have had a meeting with Angela, I have found her very helpful with advice and keeping me up to date with my finances. She is a very approachable and knowledgeable and I would recommend her services to anyone.”
In Business Since 2017
Serving Newtownabbey Area
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Financial Solutions NI

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 ... ...”
In Business Since 2010
30 Church St, Bangor BT20 3HY
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Newbridge Financial Planning

Newbridge Financial Planning

(1)
Personal, Corporate, Information
“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
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Beltrae Partners

Beltrae Partners

(1)
“Simply the best corporate advisors out there. A dedicated team who work extremely hard to ensure your goals are achieved. 5 star all the way!”
Family Business
In Business Since 2003
1 Corry Pl, Belfast BT3 9AH
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Retirement Planning and Investment Management Services in Newtownabbey Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 467 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 467 cost profiles.

Why these companies made our list

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