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    Financial Advisors in Holywood

    Looking for Financial Planners in the Greater Belfast area? Find local advice with Wren Sterling's network of financial advisors based in Holywood.

    Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.

    Speak to our Holywood financial advice team

    Our team of independent financial advisors serve Holywood and the surrounding area. You can find us a short drive from Belfast City Centre with ample parking facilities. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Holywood financial advisor by phone or online.

    Contact us to arrange an initial meeting to see if we can help, with no obligation to proceed.

    Financial Planning services available in Holywood

    From investment advice to pension planning, our advisors in Holywood can help you take control of your finances and plan for a strong financial future.

    Meet the Holywood team

    • Jeff Ralston

      Jeff Ralston

      Regional Director
      Jeff has been working in financial services for over 25 years, in both holistic personal and corporate roles. Joining Wren Sterling in 2023 as a…Read more
    • David Kyle

      David Kyle

      Independent Financial Adviser
      David has 25 years’ experience in Financial Services, and joined the previous incarnation of Wren Sterling’s Belfast team, Ralston Bennett, since…Read more
    • Julie McVeigh

      Julie McVeigh

      Independent Financial Adviser
      With 35 years’ experience in Financial Services, Julie joined 18 years ago from Aegon/Scottish Equitable and has had a few roles throughout the…Read more
    • Gordon Smith

      Gordon Smith

      Independent Financial Adviser
      Gordon boasts almost 29 years financial services experience. In his time in the industry he has worked for large product providers and several advice…Read more

    Decoration
    • David was very knowledgeable about the options available and followed up quickly with further advice and help.

      Anthony, 
      5* on feefo

    • I thought the Financial Services that they provided were in great detail and informative and their advice helped achieve what I needed.

      Darren, 
      5* on feefo

    • Excellent, professional. I thought the Financial Services that they provided were in great detail and informative and their advice helped achieve what I needed.

      Darren, 
      5* on feefo

    • Advisor was very knowledgeable about the options available and followed up quickly with further advice and help.

      Anthony, 
      5* on feefo

    Your home may be repossessed if you do not keep up repayments on your mortgage.

    The value of investments can go down as well as up and you could get back less than you invested.