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Financial Advisors in Dungannon

List of financial advisors & consultants in Dungannon. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Also showing results from nearby areas to give you more options.
From Acorns Financial Planning Ltd

From Acorns Financial Planning Ltd

Dungannon, County Tyrone, Northern Ireland, BT71 5NN (10.21 ml)

At From Acorns, we aim to help you feel comfortable with setting goals in your life and then set a financial plan in place to achieve those goals. We strive to provide a first-class financial planning service and make our offering as transparent as possible to help you make your decision. less

Patterson & Kelly Partnership

Patterson & Kelly Partnership

Armagh, County Armagh, Northern Ireland, BT61 9AU (11.49 ml)

Patterson Kelly Partnership Ltd is a Mortgage, Life Assurance and General Insurance brokers, although our head office is based in the beautiful city of Armagh we have clients all over the north of Ireland. PKP Ltd is an appointed representative of Personal Touch Financial Services Ltd, which is authorised and regulated by the Financial Conduct Authority. less

Nixon Financial Services

Nixon Financial Services

Portadown, County Armagh, Northern Ireland, BT62 3AP (14.12 ml)

In a similar way to most professions, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice. Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. less

Sugar Island Financial Advice

Sugar Island Financial Advice

Newry, County Down, Northern Ireland, BT35 6DN (27.67 ml)

The fair treatment of all customers is central to the operating of our business and our beliefs. We strive to provide our customers with the most competitive blend of premiums and benefits all backed up by the highest levels of service. Products offered by Sugar Island are designed to meet each individuals needs. Are you looking for Mortgage or Remortgage advice in Northern Ireland? Are you looking for a Life insurance quote? Would you like a critical illness quote? less

Phillips Financial Planning

Phillips Financial Planning

Newry, County Down, Northern Ireland, BT35 6PH (27.95 ml)

Gary is both a Chartered Financial Planner and a Certified Financial Planner. He provides financial planning advice and directly manages relationships with our valued clients. Gary is keen to deliver an excellent service and exceed client expectations where possible. Gary lives in Warrenpoint with his wife, Brenda and 3 children. The family take up much of his personal time, though he still manages the occasional round of golf at Kilkeel Golf Club where he is a long-standing member. less

Hanna Hillen Financial Services

Hanna Hillen Financial Services

Newry, County Down, Northern Ireland, BT34 1DG (28.33 ml)

We are Independent Financial Advisers based in Newry, Co Down, Northern Ireland. Our extensive, highly qualified and experienced team, specialise in various financial areas of expertise. We pride ourselves on our enthusiasm and passion for our industry and are eager to advise you on the best possible money management and financial planning solutions for you, your business and your family. less

Heritage Financial Planning

Heritage Financial Planning

Entrusting your financial interests and mortgage matters to a financial adviser can seem intimidating. That's why, when we're reviewing your financial circumstances or discussing your mortgage options, we'll look after your interests as though they were our own. less

Leeburn Financial Planning

Leeburn Financial Planning

Lisburn, County Antrim, Northern Ireland, BT28 1XN (28.73 ml)

This often means, worrying less about comparing your investment returns to the FTSE 100, or listening to 'financial experts' who try and predict the markets or sell you the next big 'thing'. Instead, it means focusing only on your investments in the context of your Financial Plan - after all, your investment journey is the only one that matters. We are a family owned and managed practice established in 1991. less

Arthur Dodds

Arthur Dodds

Lisburn, County Antrim, Northern Ireland, BT27 4AE (29.05 ml)

We hope you find the site both useful and informative. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace. less

Alan Reid

Alan Reid

Hillsborough, County Down, Northern Ireland, BT26 6RE (30.85 ml)

Alan Reid Financial Services (NI) Limited are an established firm of Independent Financial Advisers based in Hillsborough County Down Northern Ireland. Pension Planning - When do you want to retire and how much income will you need? Life Assurance - How much cash would your family need to maintain their current lifestyle if you die prematurely? Income Protection - Would you require a regular income or a cash sum if you suffered a serious illness or disability? less

LJM Investments

LJM Investments

Ballymena, County Antrim, Northern Ireland, BT42 3HA (31.48 ml)

Our job as financial planners is not to guarantee future returns or to try and second-guess which investments will perform best - after all, we don't have a crystal ball. Our job is to use our knowledge, skill and experience to maximise the chances of you achieving your aims and objectives. We use a robust, repeatable and proven investment process that makes use of a host of expertise. less

Ballymena Credit Union

Ballymena Credit Union

Ballymena, County Antrim, Northern Ireland, BT43 6AW (31.93 ml)

The Mission of the Credit Union is to promote the financial well being of its members. To achieve this purpose the Credit Union is committed to providing a broad range of innovative financial products supported by the excellent service of a dedicated, well-staff. These programs will be administered in accordance with sound management practices to maintain the financial strength of the Credit union. less

McAuley Financial

McAuley Financial

Belfast, County Antrim, Northern Ireland, BT9 5NW (33.04 ml)

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and your dependents. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. less

Northridge Finance

Northridge Finance

Belfast, County Antrim, Northern Ireland, BT1 5LR (34.05 ml)

Part of Bank of Ireland, Northridge Finance specialises in providing both personal and commercial finance solely for the Great Britain market. Northridge prides itself on its commitment to service and innovation. We believe that whereas our competitors may have specific attributes we will provide you with the total package. less

First For Finance

First For Finance

Belfast, County Antrim, Northern Ireland, BT7 3GQ (34.29 ml)

Clare's career in Financial Services began in 1994. Since then she has gained experience in many areas of finance including: Banking, Estate Agents, Management, Underwriting, Mortgage Advice and Financial Advice. Clare is a fully qualified Financial Advisor with the Chartered Insurance Institute and has an honours degree in Business and Management. Clare also plans to be fully Diploma qualified by the end of 2014. less

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Most of the usual clients of a financial advisor in Dungannon would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Dungannon to help us get on the right pat. However, nowadays the clientele of a financial advisor in Dungannon is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Dungannon. A financial advisor in Dungannon is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Dungannon is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Dungannon.

Tip from a Financial Advisor in Dungannon: Take Bigger Risks

You are maybe thinking that a financial advisor in Dungannon in their right state of mind would never advise you on taking risks. However, the good financial advisor in Dungannon knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Dungannon would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Dungannon: Invest in Yourself

Another important tip from a financial advisor in Dungannon you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Dungannon will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Dungannon won’t get tired to tell you.

Tip from a Financial Advisor in Dungannon: Follow Opportunities

Like literary, a good and experienced financial advisor in Dungannon can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Dungannon knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Dungannon would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Dungannon and allow yourself all chances.