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

Find the best FCA regulated financial advisers in Cookstown. Get expert help near you with pensions, investments, retirement planning and more
Cookstown, County Tyrone, Northern Ireland Tuaisceart Ireann
SRG Financial Management Ltd

SRG Financial Management Ltd

Ballymena
Initial consultation free
FCA verified
Independent
Our clients leave our office with the confidence to enjoy their life to the full, without worrying about money.
Clients
helped
118
Minimum
wealth
£100k+
Meet the team
Robert Stevenson
Nigel Graham
Mark Taggart
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
M&G Advice

M&G Advice

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

Wealth Guide

Ballymena
Initial consultation free
FCA verified
Independent
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.
Clients
helped
56
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Ballymena
Initial consultation free
FCA verified
Independent
"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
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
P
T
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Josh Long - OneWealth Ltd

Josh Long - OneWealth Ltd

Ballymena
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
Hannon Evans Wealth Management Ltd

Hannon Evans Wealth Management Ltd

Ballyclare
Initial consultation free
FCA verified
Restricted
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
35
Minimum
wealth
£50k+
Meet the team
Kevin Hannon
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Welby Associates Wealth Management Ltd

Welby Associates Wealth Management Ltd

Lisburn
Initial consultation free
FCA verified
Independent
Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.
Clients
helped
464
Minimum
wealth
£50k+
Meet the team
Glenn Welby
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Fairstone Group

Fairstone Group

Lisburn
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
James Relph
John McLaren
Michael Guilfoyle
Conor Shiels
William Edgar
+4
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
M&G Advice

M&G Advice

Limavady
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
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Gibson Financial Planning Ltd

Gibson Financial Planning Ltd

Limavady
Initial consultation free
FCA verified
Independent
We want you to be living the best life possible with the money you have.
Clients
helped
12
Minimum
wealth
£500k+
Meet the team
David Gibson
Derek Doey
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Cookstown