Find an Independent or Restricted Financial Adviser

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

At Blue Heron, your are at the heart of what we do. Ensuring your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions.

We provide a personal service for all of your financial planning, tax and accountancy needs.

Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.

Simple, straightforward and jargon free advice. First meeting is free with no obligation.

Chartered, independent planners who give precise, actionable answers. With scenario modelling, proactive reviews, and highly competitive, transparent fees, we keep your goals on track. We'll help you live with financial confidence, today and tomorrow.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

We are a time served, evidence backed financial advice business specialising in delivering on our client objectives across all areas from planning for retirement through to providing oversight on client money and investments.

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

Financial Solutions NI is a family owned and managed independent practice helping clients across Northern Ireland. We offer unbiased independent investment advice and strategic financial planning solutions to individuals, trustees and business owners.