The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Newtownabbey area.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Prominent finalists A-Z in Newtownabbey
Akfp Group
Alan Gaston Insurance Services
Beltrae Partners
Benning Financial Management
CDF Financial
DNT Chartered Accountants
E M Gray & Company
Financial Solutions NI
Hastings Financial Services
Hills Financial Planning
IQ & Co
Iq Financial
Leeburn Financial Planning Limited
MJ Kane & Co. Accountants
Medical & General Financial Solutions
Mortgage Advisors Belfast
Mortgage IQ
NJW Financial
Navigate IFA
Newbridge Financial Planning
North Financial Management | Chartered Financial Planners
Platinum Financial Planning
Rainey & Gregg Property & Financial
T Nixon Associates
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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”
i
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Alan Gaston Insurance Services
(1)
“Glad to say I have had good service and sound advice here”
i
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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.”
i
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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!”
i
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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.”
i
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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.”
i
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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!”
i
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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”
i
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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...”
i
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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.”
i
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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...”
i
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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...”
i
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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 ...”
i
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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.”
i
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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”
i
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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”
i
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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”
i
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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.”
i
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T Nixon Associates
(1)
Newsletter, My Portfolio, Market Updates
“Always well looked after by Tony / Ronnie”
i
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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
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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.”
i
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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
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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...”
i
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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!”
i
Retirement Planning and Investment Management Services in Newtownabbey Cost Estimates