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  11. Leeburn Financial Planning (NI) Limited

Leeburn Financial Planning (NI) Limited

Independent Financial Adviser  56 Bachelors Walk, Lisburn, BT28 1XN
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FCA authorised
Last authorised 8th August 2022
Chartered Financial Planners who help clients achieve and maintain their desired lifestyle, without fear of ever running out of money.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Stuart Leeburn APFS
Chartered Financial Planner
MR Graeme Leeburn FPFS
Chartered Financial Planner
About us

As a second generation family business, we understand the complex issues affecting families, business owners and entrepreneurs. Using our wealth of experience and expertise, we help our clients make smart decisions with their money, proving clarity, confidence and peace of mind.

Our services

We are one of only 10 firms in NI to achieve the highly exclusive award of Chartered Financial Planning Status. We are independent, providing completely impartial advice, ensuring we sit firmly on the side of our clients, helping them make important financial and planning decisions in reaching their goals. As trusted advisers we currently manage approximately £130 million of clients' money.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

56 Bachelors Walk, Lisburn, BT28 1XN

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