Mortgage & Financial Advisors in Down

Mortgage & Financial Advisors provide advice on mortgages, wealth management, protection, and retirement planning. Milecross, based in Newtownards, Co. Down, offers these services, assisting clients with building wealth, securing their retirement, and managing business finances.

Wren Sterling, a Mortgage & Financial Advisor in Newtownards, Co. Down, provides financial planning and advice. Their services include investment planning, retirement planning, protection, corporate financial planning, and mortgage advice. They offer face-to-face meetings at their Newtownards office, as well as remote consultations by phone or online. Wren Sterling assists clients with optimising investment portfolios, planning for retirement lifestyles, and estate planning for wealth protection. They also offer financial planning for business owners and independent mortgage advice, comparing whole-of-market options for remortgaging, first-time buyers, and buy-to-let properties.

Banbridge, Co. Down offers mortgage and financial advisor services through Modulus Financial Planning. The business provides financial planning for individuals and business owners in the UK. Services include planning for retirement, growing families, later life, and personal injury. They also offer DIY investing and assistance with savings, investments, pensions, retirement planning, tax and estate preservation, and insurance.

Paul Stafford Financial Services in Craigavon, Co. Down provides mortgage and financial advice. They offer personal financial plans for long-term goals and include an annual progress review service. Their investment portfolios are globally diversified and aim to maximise growth within a chosen risk profile. Clients have 24/7 access to review and manage their investments through their technology.

Newry, Co. Down, Atlas Financial Planning Ltd is a Mortgage & Financial Advisors business. They provide independent financial advice covering mortgages, protection, investments, and pensions for individuals and businesses. Atlas Financial Planning Ltd guides clients through financial planning by assessing needs, researching options, and providing ongoing solutions based on client goals.

Digney Grant Financial Planning is a Mortgage & Financial Advisors in Newry, Co. Down. The business provides financial and mortgage advice for clients across Northern Ireland, including families, homebuyers, business owners, and those approaching or in retirement. They offer independent mortgage advice, sourcing deals from the whole market. They also advise business owners on tax-efficient options for personal finances and wealth growth. For those in or approaching retirement, they provide guidance on funding and managing pension pots.

Downpatrick, Co. Down, Donna Smyth DIP PFS True Potential Wealth Manager provides financial advice. Services include reviewing investment and savings accounts, creating financial plans, and advising on retirement and pension strategies. They also offer guidance on inheritance, estates, and tax, as well as protection cover such as life, critical illness, and disability solutions.

Financial Foresight is a firm of Mortgage & Financial Advisors based in Newtownards, Co. Down. They offer independent financial planning services including critical illness cover, education planning, estate planning and inheritance tax mitigation, health insurance, income protection, investment planning, life insurance, trust planning, long-term care planning, mortgage and remortgage advice, retirement planning, pension planning, post-retirement planning, savings accounts, succession planning, savings advice, wealth management, and mortgage planning. They also provide family protection advice and investment advice.

JOANNE SMYTH FINANCIAL CONSULTANCY, a Mortgage & Financial Advisor in Downpatrick, Co. Down, provides financial advice. Services include investment planning, protection planning, retirement planning, mortgage and specialist banking advice, corporate services, and intergenerational wealth management. They also offer access to professional specialists for will writing and tax management.

Banbridge, Co. Down. Key Financial is a mortgage and financial advisor. They provide a questionnaire for clients to complete and return via email or post.

McGrady Financial Services Ltd is a firm of Mortgage & Financial Advisors based in Downpatrick, Co. Down. They provide objective-based financial planning for individuals and families. The business has been providing financial advice for over forty-seven years.

PC Finance is a Mortgage & Financial Advisor based in Newry, Co. Down. The firm provides Asset Finance, Invoice Discounting, Alternative Funding, and Property Finance. They work with commercial funders and financial institutions to secure appropriate finance and refinance for clients.

P J G Recovery, Mortgage & Financial Advisors in Newtownards, Co. Down, offers debt advice and business insolvency services. They provide assistance with personal debts, including Individual Voluntary Arrangements (IVAs), and business debts, offering business turnaround solutions and advice on liquidation and solvent reconstruction.

Phillips Financial Planning Limited is a Mortgage & Financial Advisor in Newry, Co. Down. The firm specialises in retirement income planning. They assist individuals who are still working with questions about financial security, achieving future goals, and managing mortgages. For those already retired, they provide guidance on increasing financial security, affording leisure activities, and providing family support.

Newry, Co. Down. The Strain Practice is a Mortgage & Financial Advisor. They provide services for building, growing, protecting, and preserving wealth. They offer advice on wealth management to help clients achieve their financial goals.

Ashtree Financial Services, a Mortgage & Financial Advisors in Newry, Co. Down, provides financial planning for individuals and businesses. They offer advice on wealth growth, protection contracts including life, health, and income protection, and workplace pensions, business protection, and succession planning for employers. Ashtree Financial Services also acts as an independent broker for first-time buyers, movers, and re-mortgagers.

McMurray Financial Services, a mortgage and financial advisor in Newry, Co. Down, specialises in hire purchase agreements for individuals and commercial clients. They offer hire purchase for vehicles, plant, equipment, and machinery. Their services cater to individuals, machinery dealerships, farmers, and haulage contractors across Northern Ireland. McMurray Financial Services acts as an independent credit broker, partnering with multiple lenders.

KOSI Corporation Limited is a Mortgage & Financial Advisors firm in Newry, Co. Down. They provide consulting services and solutions, specialising in accounting, auditing, and data analytics for the public sector, both domestically and internationally.

KJM Financial Planning is a Mortgage & Financial Advisors based in Newry, Co. Down. This practice offers wealth management advice to personal and corporate clients across Northern Ireland. Services include investment planning, inheritance tax planning, and retirement strategies. KJM Financial Planning is an Associate Partner Practice of St. James's Place Wealth Management.

Barry Magill Financial Services, a Mortgage & Financial Advisor in Newry, Co. Down, provides financial advice to individuals and business owners. Services include wealth management, investment planning, protection planning, retirement planning, mortgage and specialist banking advice, and corporate financial services. They also offer assistance with wills through a network of specialists.

Newry, Co. Down. AAB provides audit, tax, advisory, payroll, and people services to businesses. They offer support for start-ups and established companies, working with clients across the UK, Ireland, and international markets. Services include audit and assurance, business advisory, corporate finance, hotel accounting, payroll and employment, people services, private clients and high net worth individuals, restructuring and recovery, sustainable business and ESG, and tax.

Newry, Co. Down is home to Ulster Bank, a Mortgage & Financial Advisor service. They provide access to cash machines and over-the-counter withdrawals in branches. Customers can also obtain statements via their mobile app or online banking, and make or amend payments and standing orders through the app or online. Mobile branches offer everyday banking services, and Banking Hubs provide counter services and assistance with banking queries.