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Top 10 Independent (IFAs) & Restricted Financial Advisers in Lisburn

Find the best FCA regulated financial advisers in Lisburn. Get expert help near you with pensions, investments, retirement planning and more
Lisburn, County Antrim, Northern Ireland
M&G Advice

M&G Advice

Belfast
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2234
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Finsgate LLP

Finsgate LLP

Belfast
Initial consultation free
FCA verified
Independent
The lifeblood of our business is our clients, if our clients are happy, we are happy. We pride ourselves on giving highly personalised wealth management and financial planning advice. Putting our client's needs at the forefront of what we do is paramount.
Clients
helped
101
Minimum
wealth
£50k+
Meet the team
J
P
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 3 more matches
M&G Advice

M&G Advice

Belfast
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2234
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Wren Sterling

Wren Sterling

Belfast
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients across Northern Ireland from our offices in Holywood and Newtownards.
Clients
helped
1940
Minimum
wealth
£100k+
Meet the team
Jeff Ralston
Stephen Casey
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
M&G Advice

M&G Advice

Belfast
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2234
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Quilter - Christopher Johnson

Quilter - Christopher Johnson

Belfast
Initial consultation free
FCA verified
Restricted
I offer a local face to face service to help clients with their financial needs and goals. With 10+ years in the industry I use my knowledge, expertise and experience to help achieve a bespoke financial plan for you and your family.
Clients
helped
42
Minimum
wealth
£0+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Josh Long - OneWealth Ltd

Josh Long - OneWealth Ltd

Belfast
Initial consultation free
FCA verified
Restricted
We help individuals and families navigate key financial decisions with clear advice and solutions tailored to their goals.
Clients
helped
64
Minimum
wealth
£50k+
Meet the team
Josh Long
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Donna Smyth DIP PFS

Donna Smyth DIP PFS

Belfast
Initial consultation free
FCA verified
Restricted
Donna Smyth - I have 26 years industry experience including 23 years as an adviser.
Clients
helped
106
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Fairstone Group

Fairstone Group

Belfast
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
William Edgar
Michael Guilfoyle
Conor Shiels
Peter Savage
Kyna Cupples
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Richard Girvan - Ardent Wealth Limited

Richard Girvan - Ardent Wealth Limited

Belfast
Initial consultation free
FCA verified
Restricted
I strongly believe that financial planning shouldn’t be complicated. I will work alongside you to build an individual financial plan and together we can work to meet your lifestyle goals and objectives whatever they may be.
Clients
helped
28
Minimum
wealth
£0+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Lisburn