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Platinum Financial Planning

(50)

Meeting
Advice
Information

“I received excellent advice from Trevor Johnston regarding planning for my retirement. Trevor was extremely knowledgeable and provided detailed pension projections based on a number of different scenarios. Overall I had a very positive experience and...”

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Carleton Financial Planning

“Carleton Financial Planning Ltd were established in July 1968 and have over 50 years' experience as Independent Financial Advisers in Belfast. Established to assist clients with all aspects of pre and post retirement planning, investments, protection...”

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Michael Tweedie Financial Services

(3)

“Highly recommend. At last someone who listens. Michael took a long time getting to know us and what we were trying to achieve. He explained our options carefully making sure we understood the long term plan and how we could achieve it. He followed up...”

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Aspects Financial

(11)

Knowledge
Financial Services
Insurance

“Owen and Leanne were great when setting up our life insurance policies. Fantastic service and advice. Go see Stephen and co for all your financial services needs.”

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P J G Recovery

“Our Debt Advice services include IVA's, Debt Management Plans, Bankruptcy and Business Insolvency.”

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Kevin Munro Financial Planning

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Kane Financial Services

“We can help you acquire the assets you need to keep your business moving. Whether it's cars, commercial vehicles, industrial/agricultural machinery or plant and equipment that you require, we can create a bespoke solution from our comprehensive range...”

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Ferguson Hill Asset Management

“Ferguson Hill Asset Management are Independent Financial Advisers based in Northern Ireland. We provide Investment Advice, Financial Planningand Tax Adviceand offer unbiased, whole-of-market guidance to both individual and corporate clients.”

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Financial Foresight

“Since April 1988, our clients have trusted our independent financial advice. All it takes is a coffee and a free initial chat to see how we could improve your financial horizons. Personal Service Taking into account your hopes, expectations and aspir...”

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Finlay Wealth Management

“Jonathan Finlay has been my Financial Adviser for the past three years. Jonathan's advice and professionalism have been, and continue to be, outstanding. He has advised and assisted me in a trustworthy manner ensuring the right spread of investments ...”

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MJ Kane & Co. Accountants

(44)

Assurance, Insolvency Solutions, Debt Advice

“We use MJ kane & Co. Accountants Ltd for our tax returns would highly recommend this company and its staff go above and beyond thanks MJ And all your staff from Man With a van carrickfergus”

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Mortgage Advisors Belfast

(50)

Insurance
First Time Buyer
House

“We couldn't recommend Sonya enough. She was highly recommended by a friend and after dealing with Sonya, I completely see why. She is a true professional and has really helped with all of our questions around buying our first home. Sonya explained th...”

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Medical & General Financial Solutions

(50)

Questions
Mortgage
First Time Buyer

“I would highly recommend Medical and General to anybody who is buying a house or working out what they can afford to buy. My partner and I had previously used our bank for our mortgage but Medical and General were able to find a much more competitive...”

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Benning Financial Management

(50)

Advice
Pension
Understand

“Katie guided me from beginning to the end of my mortage and financial advice journey during my recent house purchase with professionislm, extensive knowledge, support and much appreciated patience. Without her input I would have been lost.”

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Navigate IFA

(24)

Questions
Future
Savings

“Paul & his team have been excellent with providing straightforward but comprehensive financial & investment planning. We Fully trust the advice & have been happy to recommend him.”

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E M Gray & Co

(22)

Individual
Products
Business

“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.”

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Leeburn Financial Planning Limited

(13)

Advice
Needs
Business

“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...”

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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 ...”

Featured

Are you considering applying for a mortgage? Understanding the mortgage underwriting process is key to a successful application. As an independent mortgage broker, we want to ensure that you have the best possible chance of being approved for your mortgage. We evaluate the different underwriting processes that lenders use taking into account factors such as your income, expenses, and credit score to determine the amount you can borrow and the interest rate you'll be charged. But don't worry, we're here to help you through the process. Our expertise will guide you every step of the way, and we'll work together to ensure your application is as strong as possible. We want to see you get the mortgage you deserve, so we'll work hard to make it happen. Remember, the mortgage underwriting process is all about making sure you're in a strong financial position to take on the responsibility of a mortgage. So, let us help you put your best foot forward and get one step closer to owning your dream home. #MortgageUnderwriting #HomeOwnership #FinancialPlanning #CreditScoreMatters #DreamHome...

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North Financial Management | Chartered Financial Planners

(20)

Pensions
Information
Expert

“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...”

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CDF Financial

(39)

Understanding
Company
Options

“CDF provided excellent service, outstanding customer experience and a speedy resolution to my problem at a time when I was experiencing a tough time. I cannot recommend this company highly enough. Thankyou CDF!”

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DNT Chartered Accountants

(6)

Company Secretarial, Overview, Brexit

“We have been using the team at DNT for over a decade now and have always found them to be very proactive, professional and above all honest in their approach to our various business operations. As a business owner we are always facing operational ...”

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Akfp Group

(5)

Financial Advice

“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...”

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T Nixon Associates

(1)

Newsletter, Personal Finance Portal, Research Links

“Always well looked after by Tony / Ronnie”

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Financial Solutions NI

(6)

“A massive thanks to Andrew for helping me buy my first home, went above and beyond to sort out as quickly as possible, allowed me to deal mostly with emails and went out of his way to meet on a Friday that suited me so I didn't have to leave work. Wo...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Newtownards

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Newtownards area.

Platinum Financial Planning

Carleton Financial Planning

Michael Tweedie Financial Services

Aspects Financial

P J G Recovery

Kevin Munro Financial Planning

Kane Financial Services

Ferguson Hill Asset Management

Financial Foresight

Finlay Wealth Management

MJ Kane & Co. Accountants

Mortgage Advisors Belfast

Medical & General Financial Solutions

Benning Financial Management

Navigate IFA

E M Gray & Co

Leeburn Financial Planning Limited

NJW Financial

North Financial Management | Chartered Financial Planners

CDF Financial

DNT Chartered Accountants

Akfp Group

T Nixon Associates

Financial Solutions NI

Retirement Planning and Investment Management Services in Newtownards Cost Estimates

Why these companies made our list

Wealth Management Advisors near Newtownards

Popular in Newtownards