3 Best Financial Services in Lisburn, UK

Expert-recommended Top 3 Financial Services in Lisburn, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

5+ YEARS IN TBR
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AKFP GROUP

Building 2, The Sidings, Antrim Road, Lisburn BT28 3AJ, UK Directions

Since 1995

Speciality:

Financial Life Planning Personal Financial Planning

AKFP Group is authorised and regulated by the Financial Conduct Authority. Their qualified financial planners have a wealth of experience and knowledge to serve you. Roger Kennedy is the director, specialising in financial life planning with business owners/executives, professionals, and retirees. Their team helps people from various walks of life, including business owners, professionals, divorcees, retirees, and young leaders. They are here to help you get the most out of your life. The AKFP Group has been awarded BS 8577, demonstrating its operational framework for delivering a first-class service. They work with business owners, professionals, retirees, young leaders, and divorcees. Their award-winning approach to financial planning helps in all areas of your financial planning requirements.

2025 Update: AKFP Group is a Chartered Financial Planning firm that is awarded by the Chartered Insurance Institute (CII).

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Registration NI029631

Price:

Fixed fee of between £1,500

Contact:

028 9260 3175

Mon-Thu: 8am - 4pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

3+ YEARS IN TBR
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WELBY

The House of Vic-Ryn, Moira Roa, Lisburn BT28 2RF, UK Directions

Since 2012

Speciality:

Retirement Inheritance Tax Planning Receiving a Windfall Investments Redundancy Mortgage Advice

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. 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.

2025 Update: Welby is proud to carry the prestigious title of Corporate Chartered status awarded by the Chartered Insurance Institute. They also offer a free initial consultation.

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Registration NI630504

Contact:

028 9262 2910

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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The David Smyth Practice
The David Smyth Practice
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THE DAVID SMYTH PRACTICE

2 Plantation Drive, Lisburn BT27 5BJ, UK Directions

Since 1997

Speciality:

Retirement Planning Investments Estate Planning Business Protection Life Cover Critical Illness Cover Income Protection Accident and Sickness Protection Building and Contents Cover Mortgages

The David Smyth Practice provides financial advice to individuals and businesses of all sizes. With over 40 years of experience in dedicated face-to-face advice, The David Smyth Practice offers a personalised service with solutions tailored to meet the needs of individuals and businesses alike. At The David Smyth Practice, they aim to build a robust and long-term relationship with you to assess your objectives, implement your plan, and achieve your goals. The David Smyth Practice is committed to unearthing the simplicity in achieving financial freedom and flexibility.

2025 Update: The David Smyth Practice is a family-run team of financial planners and operational staff who provide holistic financial advice.

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Registration 216476

Contact:

028 9266 6349

Mon-Thu: 9am – 5pm
Fri: 9am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

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