Leeburn Financial Planning (NI) Limited was established in 1991, is a family-owned and operated financial firm based in Lisburn, Northern Ireland. Setting itself apart as an independent entity, the firm is recognized for delivering impartial, full-market advice. Graeme Leeburn and Stuart Leeburn hold directorial roles at Leeburn Financial Planning (NI) Limited, where the team is committed to formulating personalized financial plans to optimise clients' resources. Throughout the financial journey, Leeburn Financial Planning (NI) Limited engages in consultation, projection, execution, and ongoing support, providing clients with clarity, expertise, and peace of mind. Their specialized team actively manages portfolios and fosters enduring relationships with a select client base, ensuring a comprehensive understanding of individual needs. The firm takes pride in overseeing £130 million of client assets, offering highly personalized and specifically tailored advice. With meticulous explanations of recommendations, coordinated implementation of customized plans, and effective execution, Leeburn Financial Planning (NI) Limited empowers clients to achieve their aspirations and goals. Through a thorough analysis of each client's situation, the firm identifies financial possibilities and opportunities. The commitment to cultivating long-term relationships underscores their dedication to fully comprehending and fulfilling the needs of their select client base.
UNIQUE FACTS:
• They Are Independent And Chartered.
• Well-established And Family Run.
• Personalised Service & Financial Plans.
3 Best Financial Services in Lisburn, UK
Expert recommended Top 3 Financial Services in Lisburn, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
LEEBURN FINANCIAL PLANNING (NI) LIMITED REVIEWS
My husband and I were recommended to see Graeme about a year ago to help with investments and pensions. We found him to be professional, friendly and helpful and willing to answer any questions we had to reassure us about the future. He spent time with us in getting to understand our situation and our priorities and tailoring his recommendations accordingly. We are quite happy to recommend him and the firm to anyone who asking our opinion.
As a family we have been customers of Leeburn Financial Planning for 20 years. We have always received the highest level of service and assistance. Being secure in the knowledge that we are receiving sound advice is one less worry, especially in difficult times. Thank you, Kathleen Murphy & family.
Trustworthy and personal service from LFP. I have known both Graeme and Stuart a lifetime and wouldn't hesitate to recommend them to anyone looking for a professional and trusted advisor for their personal and family's financial affairs.
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AKFP Group, located in Lisburn, is a professional financial planning firm authorized and regulated by the Financial Conduct Authority. Their team comprises qualified financial planners with extensive experience & knowledge dedicated to providing adequate service. Roger Kennedy, the director of AKFP Group, specializes in financial life planning for business owners/executives, professionals, and retirees, focusing on enhancing clients' quality of life. Roger Kennedy began his financial services career in 1988, accumulating valuable experience. In 1992, he secured a position with a prominent pension provider as a Consultant, undergoing comprehensive technical training. Holding the BS 8577 certification, AKFP Group demonstrates an operational framework designed for top-notch service. The firm collaborates with a diverse clients, including business owners, professionals, retirees, young leaders, and divorcees. Their award-winning financial planning approach covers all aspects of client's requirements. Having significantly expanded in strength and stature since achieving Chartered status and receiving various other accreditations and awards, AKFP Group is recognized as one of Northern Ireland's most highly accredited financial planning practices. Clients value the firm's more helpful and comprehensive approach, diverging from the traditional "product-focused" system prevalent in financial advice.
UNIQUE FACTS:
• Professional Service.
• Qualified Advisers.
• Excellent Service.
Speciality:
Contact:
Working Hours:
Fri: 8am - 3pm
Sat & Sun: Closed
TBR® Inspection Report:
AKFP GROUP REVIEWS
AFKP Roger and James were invaluable in helping to structure and balance my investments. The annual review meeting with Roger and James is such an important part of the ongoing investment process - it allows us to take a step back, look at what major life events are coming up, what changes we life changes we want to make, how the last year has gone, our spending, our current risk appetite and develop a plan for the next year. My only regret is that I didn't go to AKFP much sooner in life as I am certain my finances would be in an even better state than they are now. Thank you Roger and James.
I have always found the team at AKFP to be professional and accessible. I get good financial advice based on a sound understanding of my wishes and needs.
Very positive. Excellent financial advice provided in a friendly stratightforward and practical way.
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Welby provides a warm and reliable business environment for clients, assuring them of impartial financial advice. Glenn Welby serves as the Director, leading a highly skilled team always ready to assist. With a collective experience of over 40 years, their team of independent financial advisors is dedicated to streamlining the financial planning process. The team expertly addresses all aspects of their goals in their client interactions, leveraging their knowledge to guide them on the most suitable financial path. Drawing on their financial expertise, they meticulously compare and select products on behalf of clients from the extensive range available on the market. The team follows a structured process with multiple stages to ensure that the end advice aligns perfectly with the client's needs. Their overarching goal is to simplify matters as much as possible, making the financial planning journey straightforward for clients.
UNIQUE FACTS:
• Effective Financial Planning.
• Free Initial Consultation.
• Structured Process.
• Online Appointments.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WELBY REVIEWS
Great service from Carol, great workmanship and passion in helping people get what they are looking by going above and beyond.
Very professional service and seem to really take an interest in their clients needs.
Excellent service and advice staff could not be more helpful highly recommend.
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