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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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Logic Financial Planning

Logic Financial Planning

“I have known Ian Watters since 2007. It was when he was working for a large well respected UK Life / investment firm as their NI representative that I came into contact with him. From the beginning, I felt totally at ease with him and we were able to...”
14 Kinwood Dr, Bangor BT19 6UQ
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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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Hills Financial Planning

Hills Financial Planning

(2)
“Really good service and advice. Always makes you feel like an individual”
Serving Stranraer Area
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North Financial Management | Chartered Financial Planners

North Financial Management | Chartered Financial Planners

(19)
  • Pensions
  • Solutions
“I thoroughly recommend North Financial Services for advice and management of pensions together with retirement planning. It has been a pleasure to entrust my finances with Dave who has been exceptional in the management of my future financially.”
In Business Since 2002
84 North Rd, Belfast BT4 3DJ
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Benning Financial Management

Benning Financial Management

(30)
  • Mortgage
  • Police
  • Pension
“Excellent service, Mr Bennings is exceptionally knowledgeable and was able to provide a tailored investment package to suit my needs. I have every confidence. I have every confidence in this company and would highly recommend.”
In Business Since 2015
Serving Stranraer Area
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Hastings Financial Services

Hastings Financial Services

(6)
  • Mortgages
“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.”
Emergency Services
Family Business
Serving Stranraer Area
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Aspects Financial

Aspects Financial

(12)
Savings & Investments, Retirement Income, Ethical Investments
“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.”
30+ Years Experience
Family Business
Serving Stranraer Area
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CDF Financial

CDF Financial

(30)
  • Understanding
  • Home Insurance
  • Company
“Adrian and Lauren both worked very quick to get my cover according to my needs for both life and home insurance. They really took the hassle out of it for me and got great results and kept me updated and fully informed through out. Thank you.”
Channel Wharf, 21 Old Channel Rd, Belfast BT3 9DE
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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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Knightsbridge Wealth Management

Knightsbridge Wealth Management

(2)
Wealth Management, Pensions, Investments
“Maurice dealt with all our queries in a very professional manner, took time to explain our options and made us feel comfortable making informed decisions regarding our pensions. Highly recommended.”
In Business Since 2011
12B Clarendon Rd, Clarendon Dock, Belfast BT1 3BG
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IQ & Co

IQ & Co

(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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Navigate IFA

Navigate IFA

(4)
“Navigate Mortgage Advisors provided me with an excellent first mortgage application experience; they have excellent client care and support in place and provided me with consistent support and information to ensure that I was kept informed throughou...”
In Business Since 2014
CFP Certified
150 Holywood Rd, Belfast BT4 1NY
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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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Fielding Financial Planning

Fielding Financial Planning

“Caring & Family-Oriented Approach: Our family values have greatly influenced the way we treat our staff as well as our clients. John will advise and support you on your personal and family finances. We always urge our clients to share with us the sig...”
Unit 4 Prince Regent Commercial Centre, 16 Prince Regent Rd, Belfast BT5 6QR
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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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Dvelop Wealth Limited

Dvelop Wealth Limited

“I offer advice on limited types of products. Primarily, I will advise on strategy funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the True Potential Wealth Platform does not have a product to meet your needs,...”
25+ Years Experience
2, Belmont Office Park, 232-240 Belmont Rd, Belfast BT4 2AW
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Mortgage Solutions

Mortgage Solutions

(1)
“As a first time buyer I just didn't know where to start with the mortgage process. Sonya really helped and provided me with the best deals available and kept me informed at each stage.”
In Business Since 2012
Serving Stranraer Area
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McAuley Financial

McAuley Financial

(1)
Trust Information, Wealth Preservation, Financial Planning
“I have found them very pleasant and helpful They explained everything in language I understood”
In Business Since 2010
Serving Stranraer Area
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Platinum Financial Planning

Platinum Financial Planning

(2)
“Platinum financial sorted out our company pensions and life insurances. They also sorted out our Directors mortgages Jonathan always gives extremely helpful advice and works hard to ensure the best deals are had. Would highly recommend”
157 Upper Newtownards Rd, Belfast BT4 3HX
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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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The Financial Research Partnership

The Financial Research Partnership

(1)
“Very good would recommend”
In Business Since 2010
114 Abbey St, Bangor BT20 4JB
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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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Richardson Hewitt Financial Planning

Richardson Hewitt Financial Planning

(1)
“Paul has provided first class financial advice in a professional manner with a personal approach which is individualised to our needs. He has always been available, customer focused, pleasant in manner and simply a decent person who we rely on to sec...”
Colvin House, Inspire Business Park, Dundonald, Belfast BT16 1QT
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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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Wealth Management Advisors near Stranraer

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