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

Our clients leave our office with the confidence to enjoy their life to the full, without worrying about money.

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.

Wealth management built around you - from one of the world's strongest banks.

Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

We help individuals and families navigate key financial decisions with clear advice and solutions tailored to their goals.

Donna Smyth - I have 26 years industry experience including 23 years as an adviser.

I am an experienced Financial Planner with 20+ years in the financial services industry. I specialise in pensions, investments and protection and will aim to develop a tailored financial plan for you based on your individual circumstances and objectives.

Wealth management built around you - from one of the world's strongest banks.

Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.