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

Find the best FCA regulated financial advisers in Kilrea. Get expert help near you with pensions, investments, retirement planning and more
Kilrea, County Londonderry, Tuaisceart Ireann Northern Ireland
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
2286
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Ballymena
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
G
J
O
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
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
64
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
80
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
66
Minimum
wealth
£50k+
Meet the team
Josh Long
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Gibson Financial Planning Ltd

Gibson Financial Planning Ltd

Coleraine
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
RBC Brewin Dolphin

RBC Brewin Dolphin

Limavady
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
G
J
O
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
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
2286
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 Kilrea