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

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Total assets
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  • Cormac O'Toole FPFS, LLB

    Belfast
    FCA verified
    Cormac O'Toole - True Potential Wealth Manager I have 28 years industry experience including 25 years as an adviser. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.
    175
    £100k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Colin Burgess & Russell Pearson

    Ballyclare
    FCA verified
    True Potential Wealth management as at 30/09/2024 have 553,000 exiting clients with £32.4 billion invested on the True Potential Platform. We offer a free Initial consultation over the phone or zoom to ascertain if moving to the advice stage is required.
    11
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North West & Northern Ireland)

    Belfast
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    169
    £250k+
    Can help with
    Pensions & retirement
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  • Hills Financial Planning

    Ballyclare
    FCA verified
    Chartered Financial Planning firm who are small enough to care and big enough to get the job done.
    385
    £0+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Holywood
    FCA verified
    Giving you confidence in your financial future
    500
    £250k+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Belfast
    FCA verified
    Giving you confidence in your financial future
    500
    £250k+
    Can help with
    Pensions & retirement

  • Richard Girvan - Ardent Wealth Limited

    Belfast
    FCA verified
    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.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Quilter - Christopher Johnson

    Belfast
    FCA verified
    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.
    33
    £0+
    Can help with
    Pensions & retirement

  • Buchanan Johnston Flynn Ltd

    Holywood
    FCA verified
    We are experienced Independent Financial Advisers and our objective is to provide comprehensive, straightforward financial advice to our clients.
    226
    £50k+
    Can help with
    Pensions & retirement

  • Donna Smyth DIP PFS

    Carrickfergus
    FCA verified
    Donna Smyth - I have 26 years industry experience including 23 years as an adviser.
    88
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.