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

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
helped
2241
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

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
helped
42
Minimum
wealth
wealth
£0+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings

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
helped
15109
Minimum
wealth
wealth
£0+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

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
helped
2241
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Stephen Bell at True Potential Wealth Management
Lisburn
Initial consultation free
FCA verified
Restricted
With over 22 yrs experience in financial services, I specialise in delivering tailored financial planning solutions that reflect each client’s unique circumstances, personal aspirations, and realistic financial goals—while ensuring maximum tax efficiency.
Clients
helped
helped
22
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

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
helped
42
Minimum
wealth
wealth
£0+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings

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
helped
2241
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Stephen Bell at True Potential Wealth Management
Belfast
Initial consultation free
FCA verified
Restricted
With over 22 yrs experience in financial services, I specialise in delivering tailored financial planning solutions that reflect each client’s unique circumstances, personal aspirations, and realistic financial goals—while ensuring maximum tax efficiency.
Clients
helped
helped
22
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

We are experienced Independent Financial Advisers and our objective is to provide comprehensive, straightforward financial advice to our clients.
Clients
helped
helped
252
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages

Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.
Clients
helped
helped
464
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers in Lisburn