Company Details

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Mortgage & Financial Planning Advice in Holywood, from Quilter Financial Planning

Helping families across Northern Ireland with mortgages, retirement planning, and protection. Clear advice from a local adviser, backed by one of the UK’s largest advice networks.

We’re a financial advice firm built on relationships, clarity, and a genuine commitment to helping you move forward with confidence. In all cases we place our clients first, treating them as we would like to be treated. As a result, many of our new clients are recommended to us by existing clients – we would like to think that this is a reflection of the quality of our work and the relationships that we build. It provides an initial guide as to how we maybe be able to assist you to meet your financial goals.

We work closely with individuals, families, and business owners to create financial strategies that support real life goals — from building long term wealth to navigating life’s big decisions. Our approach is personal and collaborative. We take the time to understand where you are today, where you want to be, and what truly matters to you.

Growth isn’t just about numbers on a page. It’s about strengthening your financial foundations, building resilience, and creating opportunities for your future. Whether you’re planning for retirement, investing for the first time, or looking to make smarter financial choices, we’re here to guide you every step of the way.

How We Help

Local Holywood service: Face-to-face advice on High Street or at your home. We understand NI lenders, property types, and local schemes.
Mortgage advice: We have access to a comprehensive range of mortgages from across the market to help find the right deal for you.
Financial planning with Quilter: As a restricted adviser of Quilter Financial Planning, I provide advice on Quilter’s range of pensions, investments, and protection products. If these are not suitable, I can refer you to other options.
Transparent fees: Your first meeting is free. I’ll explain all costs before you commit to any advice.