Skip to main content
Location Guide

Financial Advisers in Lisburn and Castlereagh

6 FCA-authorised advisers · Northern Ireland · 2.5★ average Google rating

There are 6 FCA-authorised financial advisers in Lisburn and Castlereagh, Northern Ireland. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Lisburn and Castlereagh advisers include Alternative Investments, Investments and Pensions. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

S RANKIN & CO (LIFE & PENSIONS) LTD

FCA Verified

Lisburn, BT28

0.0 mi
3.9
(15)
Alternative InvestmentsInvestmentsPensions+1

Wesley Haslett

FCA Verified

Belfast, BT17

0.0 mi
Alternative InvestmentsMortgagesInvestments+2

G & H BELL (LIFE & PENSIONS) LIMITED

FCA Verified

Hillsborough, BT26

0.0 mi
1.0
(1)
MortgagesAlternative InvestmentsPensions+2

IVA Watch Limited

FCA Verified

Lisburn, BT27

0.0 mi
1.0
(1)
Mortgages

MOTORISTS INSURANCE SERVICES LIMITED

FCA Verified

Belfast, BT16

0.0 mi
4.3
(54)
Alternative InvestmentsInvestmentsPensions+1

Medisave Indepedant Healthcare

FCA Verified

Lisburn, BT28

0.0 mi
Alternative InvestmentsInvestmentsPensions+1

Frequently Asked Questions — Financial Advisers in Lisburn and Castlereagh

How many FCA-authorised financial advisers are there in Lisburn and Castlereagh?

There are 6 FCA-authorised financial advisers listed in Lisburn and Castlereagh, Northern Ireland. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Lisburn and Castlereagh?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Alternative Investments, Investments and Pensions are common in Lisburn and Castlereagh), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Lisburn and Castlereagh?

Financial advisers in Lisburn and Castlereagh typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Lisburn and Castlereagh regulated?

Yes. All financial advisers in Lisburn and Castlereagh must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Lisburn and Castlereagh?

The most common financial advice needs among Lisburn and Castlereagh residents include Alternative Investments, Investments and Pensions. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in Northern Ireland