Top 10 Independent (IFAs) & Restricted Financial Advisers in Northern Ireland
Find the best FCA regulated financial advisers in Northern Ireland. 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
2248
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

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.
Clients
helped
helped
28
Minimum
wealth
wealth
£0+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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.
Clients
helped
helped
28
Minimum
wealth
wealth
£0+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
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
2248
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Stephen Bell at True Potential Wealth Management
Bangor
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

Stephen Bell at True Potential Wealth Management
Holywood
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 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.
Clients
helped
helped
28
Minimum
wealth
wealth
£0+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Northern Ireland


