Top 10 Independent (IFAs) & Restricted Financial Advisers in County Down

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.

"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

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.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Chartered Financial Planners based in the House Of Vic Ryn Lisburn. Pension & Investments specialists with coverage throughout Northern Ireland.

We make the complex understandable, take all the time you need, deliver value for money.

Wealth management built around you - from one of the world's strongest banks.

Donna Smyth - I have 26 years industry experience including 23 years as an adviser.

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.

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.