Leeburn Financial Planning (NI) Limited

Independent Financial Adviser 56 Bachelors Walk, Lisburn, BT28 1XN
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th May 2019
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
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Group pensions
    • Group protection
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
adviser-person
Stuart Leeburn APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Graeme Leeburn FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
LFP have removed the complexity from my financial affairs and most notably my pensions. I now have confidence in my retirement plan and can see a clear path ahead
JT, Manager, Lisburn
We've been working with LFP for many years and trust their invaluable advice and service. We know they are always there when we need them, whatever the issue'
Raymond, Retired Business Owner, Coleraine
Where to find us

56 Bachelors Walk, Lisburn, BT28 1XN

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0

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