Northern Ireland
Financial advisers in Northern Ireland
From Belfast and Lisburn to Derry, Newry and the north coast, we match people across Northern Ireland with FCA-regulated advisers suited to their circumstances.
Advice in Northern Ireland
What people here ask us about
Northern Ireland shares the same income tax, pension and inheritance tax rules as England, and advisers here are authorised by the same regulator. What differs is the shape of people's finances. A larger share of the workforce is in the public sector, with pensions to match. Family businesses and farms make up much of the private economy. And many households have ties across the border, with work, property or pensions in the Republic.
Those cross-border links are where specialist advice matters most. Income earned in one jurisdiction by someone living in the other, pensions built up in both, and property on either side all raise questions of which country taxes what.
Public sector pensions
Health service, teaching, civil service and police schemes, and how to plan savings and retirement around them.
Cross-border finances
Working, owning property or holding pensions on both sides of the border, in partnership with tax specialists.
Family farms and businesses
Succession and inheritance tax planning after the 2026 changes to agricultural and business relief.
Retirement planning
Bringing pensions together and working out when you can afford to stop.
Across Northern Ireland
Wherever you are, the consultation comes to you
Consultations are held by video, so you can speak to the right adviser from home or from work. We work with people throughout Northern Ireland.
Before you book
Get a feel for the numbers
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Pensions
Retirement calculator
See what your pension could pay you, how it compares with the income you want, and what would close any gap.
Open the calculator -
Inheritance
Inheritance tax calculator
Estimate the inheritance tax on your estate, with the residence nil-rate band, gifts and the 36% charity rate.
Open the calculator -
Tax
Income tax calculator
Take-home pay, your true marginal rate, and what it costs to escape the £100,000 allowance trap.
Open the calculator
Questions
Good to know
I work in the Republic of Ireland and live in Northern Ireland. Can an adviser help?
Cross-border workers have particular tax and pension questions, and it is important to use advisers with experience of them. Tell us about your situation when you book and we will say plainly whether an adviser in our network is the right person to help, alongside a tax specialist where needed.
Will my adviser be based near me?
We match on fit first: the adviser's specialism and the kind of clients they work with. If you would like someone close by, tell us when you book and we will take it into account. Because consultations are held by video, the right adviser for your situation does not have to be the nearest one.
What happens after I book?
You choose a time, and we match you with an FCA-regulated adviser who works with people in your position. We send you their name, firm and FCA registration so that you can check them on the Financial Services Register, followed by a Microsoft Teams invitation. The consultation is complimentary and you are under no obligation to go further.
Other regions: London, South East, South West, East of England, East Midlands, West Midlands, Yorkshire and the Humber, North West, North East, Scotland, Wales.
Speak to an adviser in Northern Ireland
Choose a time for a complimentary video consultation with an FCA-regulated adviser who suits your situation.