Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Bangor (out of 54)

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40 reviews

14 recent reviews

5 out of 5

Heather McConaghie

IQ&Co Ltd

40 reviews

14 recent reviews

Top Rated 2024

Heather McConaghie

IQ&Co Ltd

0330 038 8940

Heather joined Mortgage IQ in May 2014 and has over 25 years’ experience in Financial Services. She has been a...

Heather joined Mortgage IQ in May 2014 and has over 25 years’ experience in Financial Services. She has been advising on Mortgage & Protection needs for the last 22 years and in th...

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Bangor (0.55 miles away)

Restricted Financial Adviser

Verified since March, 2022

Mortgage value: Any level

Services offered:

Investments and Savings

Pensions

Mortgages

Retirement income (annuities, drawdown)

+ 2 more

Top Rated 2024

24 reviews

24 recent reviews

5 out of 5

Stephen Bell

True Potential Wealth Management LLP

24 reviews

24 recent reviews

Stephen Bell

True Potential Wealth Management LLP

0330 038 8940

I have worked and advised in financial services for over 20 years and attained extensive financial planning kn...

I have worked and advised in financial services for over 20 years and attained extensive financial planning knowledge which I apply on a daily basis, I provide a wide range of advi...

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Bangor (0.55 miles away)

Restricted Financial Adviser

Verified since May, 2024

Free one hour initial consultation

Mortgage value: Any level

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Mortgages

Retirement income (annuities, drawdown)

+ 5 more

30 reviews

7 recent reviews

4.9 out of 5

Jay Price

IQ&Co Ltd

30 reviews

7 recent reviews

Jay Price

IQ&Co Ltd

0330 038 8939

I joined IQ & Co in 2021 after completing the St. James's Place Academy in Edinburgh, obtaining my Diploma in ...

I joined IQ & Co in 2021 after completing the St. James's Place Academy in Edinburgh, obtaining my Diploma in Regulated Financial Planning. The Academy is a bespoke programme to tr...

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Bangor (0.55 miles away)

Restricted Financial Adviser

Verified since January, 2022

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 1 more

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50 reviews

31 recent reviews

5 out of 5

Simon Moore

Aligned Financial Planning LTD

50 reviews

31 recent reviews

Top Rated 2024

Simon Moore

Aligned Financial Planning LTD

0330 038 8938

I am a Chartered Financial Planner and Associate Trust and Estate Practitioner specialising in pensions, retir...

I am a Chartered Financial Planner and Associate Trust and Estate Practitioner specialising in pensions, retirement and tax planning. My ten years experience in financial service...

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Holywood (6.81 miles away)

Restricted Financial Adviser

Verified since February, 2023

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 1 more

Top Rated 2024

171 reviews

22 recent reviews

5 out of 5

Laura Gorman

The Mortgage Clinic

171 reviews

22 recent reviews

Top Rated 2024

Laura Gorman

The Mortgage Clinic

0330 038 8941

Laura is an award winning Independent Mortgage & Insurance Advisor with 17+ years' industry experience, and is...

Laura is an award winning Independent Mortgage & Insurance Advisor with 17+ years' industry experience, and is highly rated and reviewed across Vouched For and Google. She has ac...

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Belfast (9.01 miles away)

Independent Mortgage Adviser

Verified since November, 2023

Free one hour initial consultation

Mortgage value: Any level

Services offered:

Mortgages

Insurance & Protection

Top Rated 2024