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Best Financial Advisors in Stranraer

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Stranraer area.

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NJM Accountancy

NJM Accountancy

Business Start-Up & Company Formation, Fee Protection, Management Accounts
“NJM Accountancy Ltd. is an established accounting firm located in Northern Ireland. Our services include accounting, book-keeping, payroll services, VAT, tax returns and financial planning. We use our extensive knowledge to allow you the confidence i...”
21 Thornleigh Gardens, Bangor BT20 4NW
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Muir Consultancy

Muir Consultancy

Financial Planning, , Savings & Investments
“Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dre...”
Serving Stranraer Area
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MJ Kane & Co. Accountants

MJ Kane & Co. Accountants

(44)
Company Accounts, Assurance, Insolvency Solutions
“Excellent service, could t be happier. I'm so glad I changed accountant, it has saved me much more than just the difference in fee. The whole team have been great to work with, I have complete faith and trust they're working for my benefit.”
Serving Stranraer Area
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Platinum Financial Planning

Platinum Financial Planning

(50)
  • Options
  • Meeting
  • Advice
“Both my husband and I retired together in June 2022. Phillip was a great help with advice on deciding how best to invest our lump sums. We have recently had a review to discuss the performance of our investments and again we found Phillip to be very ...”
157 Upper Newtownards Rd, Belfast BT4 3HX
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Benning Financial Management

Benning Financial Management

(50)
  • Police
  • Advice
  • Pension
“I found my meeting with Katie a very pleasant and informative experience. Katie was able to clear up a few things that I was very unclear on. I would absolutely recommend that everyone goes to get advice on financial matters especially before retirem...”
In Business Since 2015
Serving Stranraer Area
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Navigate IFA

Navigate IFA

(24)
  • Questions
  • Future
  • Pension
“Professional, knowledgeable, friendly, and approachable team who I wouldn't hesitate to recommend to my friends, family and clients. Thank you to the whole team for the support they've given me over the years! Positive Responsiveness, Professionalism”
In Business Since 2014
CFP Certified
150 Holywood Rd, Belfast BT4 1NY
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North Financial Management | Chartered Financial Planners

North Financial Management | Chartered Financial Planners

(20)
  • Pensions
  • Solutions
  • Expert
“Great Service from Richard, Dave and the team. After some considerable time trying to get advice from elsewhere on multiple ex corporate pension schemes they got straight to the point and sorted everything out brilliantly. Positive Responsiveness, Qu...”
In Business Since 2002
84 North Rd, Belfast BT4 3DJ
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Hills Financial Planning

Hills Financial Planning

(22)
Estate Planning, Wealth Management, How Much is Enough?
“My wife and I have been clients of Hills financial Planning for about 10 years. Throughout this time we have been very impressed with the professional attitude with which David and his team conduct their business. Despite the vagaries of the financia...”
Serving Stranraer Area
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CDF Financial

CDF Financial

(39)
  • Policy
  • Understanding
  • Company
“Lauren and Adrian were very helpful when it came time for me to purchase my new home and have it protected with insurance. They made it easy and were very knowledgeable about the products and what I needed. I would recommend this company all day lo...”
Channel Wharf, 21 Old Channel Rd, Belfast BT3 9DE
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Hastings Financial Services Larne

Hastings Financial Services Larne

(6)
  • Professional
“Johnny helped us sort out a very complicated mortgage. Was so communicative, responded to all our worries and enquiries quickly and answered all our questions in a way that we could understand. I recommend Hastings to everyone looking to get a mortga...”
Emergency Services
Family Business
Serving Stranraer Area
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T Nixon Associates

T Nixon Associates

(1)
Articles of Interest, Newsletter, Personal Finance Portal
“Always well looked after by Tony / Ronnie”
30+ Years Experience
Family Business
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, Investment Planning, Retirement Planning
“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 Stranraer Area
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Financial Solutions NI

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

Newbridge Financial Planning

(1)
Information, Personal, Corporate
“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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Nuvem 9

Nuvem 9

(3)
  • CFO
  • Strategic
“My original perception of outsourced accountancy services was that they were very formulaic and structured around basic outputs like end of month reporting and tax returns. We needed someone to support and help form our strategic direction and have ...”
XERO, XERO Certified
The Mount Business Centre, 2 Woodstock Link, Belfast BT6 8DD
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MC3 Investments

MC3 Investments

(1)
“Professional attentive from the first contact. They helped me sort out my personal pension and made the process quick and easy to follow. Thanks Amanda, David and Neale for the excellent service”
In Business Since 2006
Serving Stranraer Area
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Hardy's Financial Advisers

Hardy's Financial Advisers

“With an overwhelming number of choices available for investing, saving, retirement and financial protection, it's no wonder you might be feeling confused. Making the right decision isn't easy, yet a wealth management plan is essential if you're going...”
1 Belmont Office Park,, 232-240 Belmont Rd, Belfast BT4 2AW
Featured

Most of us would like to be able to leave something for our family, however, if you’ve done a little research into taxation or estate preservation already, you might be aware that it’s a minefield!nnSpeak to Hardy’s Financial today and we can help you navigate this minefield, enabling you to leave the legacy you desire - for yourself and for future generations.

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Carleton Financial Planning

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...”
50+ Years Experience
HAWARDEN HOUSE, 163 Upper Newtownards Rd, Belfast BT4 3HZ
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Michael Tweedie Financial Services

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...”
Offers Financing Options
Serving Stranraer Area
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Aspects Financial

Aspects Financial

(11)
  • Knowledge
  • Insurance
  • Financial Services
“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.”
Serving Stranraer Area
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Priory Financial Planning

Priory Financial Planning

(1)
“Excellent Financial advise. We have been with this company for alot of years & this is due to their professional support and very efficient sevice. All the staff we have been in contact with over the years have been more than helpful & very polite....”
In Business Since 2003
Serving Stranraer Area
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Goldstone Wealth Management

Goldstone Wealth Management

Direct Invest Service, Savings & Investments, Pension Services
“We are Goldstone Wealth Management Based in Ayrshire, Goldstone Wealth Management is an independently owned, family run financial planning firm. With around 30 years' experience within the financial sector we specialise in the provision of comprehens...”
30+ Years Experience
Family Business
17 Morton Dr, Dalrymple, Ayr KA6 6QA
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Buchanan Johnston Flynn

Buchanan Johnston Flynn

“Buchanan Johnston Flynn Ltd, 66-68 Holywood Road, Belfast, BT4 1NT. Registered in Northern Ireland under no NI052110. Buchanan Johnston Flynn Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by ...”
Family Business
66-68 Holywood Rd, Belfast BT4 1NT
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P J G Recovery

P J G Recovery

“Our Debt Advice services include IVA's, Debt Management Plans, Bankruptcy and Business Insolvency.”
In Business Since 2012
Transparent Fees & Pricing
Serving Stranraer Area
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Retirement Planning and Investment Management Services in Stranraer Cost Estimates

Minimum cost
£1126
Maximum cost
£9563
National Average
£3375
Avg Per Hour Rates
£339
£2251
£6188
Fair price range is based on 469 cost profiles
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Average Cost £3375
Minimum cost £1126
Maximum cost £9563
Avg Per Hour Rates £339

Fair range $2251 to $6188 is based on 469 cost profiles.

Why these companies made our list

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