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)
  • Decisions
  • Mortgage
  • Questions
“Thank you for tonight's webinar, in which Andrew explained a very complicated subject in an interesting and understandable way. I feel that I understand my pension scheme much better now.”
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

(42)
Cop9 Investigation, Business Advisory, Assurance
“Great people they have looked after me for a number of years, and helped me and my business through the troubling times. Many thanks Guys keep up the great work.”
In Business Since 2007
Serving Newtownabbey Area
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E M Gray & Co

E M Gray & Co

(17)
  • Understand
  • Products
“Chris was very knowledgeable and explained everything clearly to us. The whole process was dealt with very efficiently and lots of communication throughout. Would highly recommend E M Gray and Co.”
In Business Since 1996
Citylink Business Park, 6 Albert St, Belfast BT12 4HQ
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Mortgage Advisors Belfast

Mortgage Advisors Belfast

(50)
  • Knowledge
  • Home
  • Financial
“We had a great experience with Crawford Mulholland and couldn't recommend them highly enough. Sonya was very professional and made the process of applying for a mortgage simple and stress free. Thanks Sonya!”
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)
  • Stress
  • Life Insurance
  • Home
“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

(46)
  • Meeting
  • Information
  • Retirement Planning
“We choose Platinum Financial a number of years ago to start planning for retirement. We are at that stage now and have no regrets. It is always reassuring to have the advice and support of the team.”
157 Upper Newtownards Rd, Belfast BT4 3HX
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Mortgage IQ

Mortgage IQ

(50)
  • Stress
  • Questions
  • Call
“Can't recommend Conor at Mortgage IQ enough. After my first house purchase fell through Conor stuck by me and helped guide me through both sales. He always answered my emails and addressed any concerns I had and reassured me throughout. Thank you!”
Serving Newtownabbey Area
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Leeburn Financial Planning Limited

Leeburn Financial Planning Limited

(13)
  • Family
  • Business
  • Advice
“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 ...”
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
“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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Hills Financial Planning

Hills Financial Planning

(21)
Pension Strategies, Life Insurance, Wealth Management
“Been with Hills for a few years now after a rocky start with another local advisor. Can't speak highly enough of Hills and Zoe in particular. Always responds promptly to queries and requests, nothing was ever too much trouble. Most importantly my ...”
Serving Newtownabbey Area
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CDF Financial

CDF Financial

(39)
  • Home Insurance
  • Life
  • Questions
“Highly Recommended. I was at the edge of a financial cliff about to lose everything. From the outset the team at CDF Financial protected me from my debtors. They are the most professional organisation I have worked with. I cannot thank them enoug...”
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)
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!”
Remote Consultations Available
In Business Since 2009
House 91, 97 Ormeau Rd, Belfast BT7 1SH
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Hastings Financial Services Larne

Hastings Financial Services Larne

(6)
“Johnny is very friendly and professional at what he does,he takes the hassle out of the situation and makes you feel very comfortable.I would definitely reccomend his advice and the service he provides.”
Family Business
Emergency Services
Serving Newtownabbey Area
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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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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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Rainey & Gregg Property & Financial

Rainey & Gregg Property & Financial

(8)
“Friendly staff and good advice given. Human approach which is a good thing these days. You feel like your not another number”
In Business Since 1999
95 Broughshane St, Ballymena BT43 6ED
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Navigate IFA

Navigate IFA

(8)
“The team at Navigate have been extremely helpful and knowledgable. They have given straight forward guidance allowing us to decide what is best for us.”
CFP Certified
In Business Since 2014
150 Holywood Rd, Belfast BT4 1NY
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Knightsbridge Wealth Management

Knightsbridge Wealth Management

(2)
Protection, Estate Planning, Pensions
“Friendly professional service”
In Business Since 2011
12B Clarendon Rd, Clarendon Dock, Belfast BT1 3BG
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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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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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