Top 10 Independent (IFAs) & Restricted Financial Advisers in County Down
Find the best FCA regulated financial advisers in County Down. Get expert help near you with pensions, investments, retirement planning and more

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

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.
Clients
helped
helped
36
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
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

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.
Clients
helped
helped
36
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

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.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care

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
Frequently Asked Questions about Financial Advisers in County Down


