Search
Close search
    View all results
    Contact Us

    Financial Advisors in Newtownards

    Looking for Financial Planners in North Down? Find local advice with Wren Sterling's network of financial advisors based in Newtownards.

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

    Speak to our Newtownards financial advice team

    Our team of independent financial advisors provides services in Newtownards and the surrounding area. You can find us in the heart of the Ards Peninsula, offering flexible comfortable office meeting space and parking for clients. Or if you’d prefer to discuss your financial planning remotely, you can talk with your Newtownards 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 Newtownards

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

    Meet the Newtownards team

    • Stephen Casey

      Stephen Casey

      Regional Director
      Stephen has over 40 years of product provider, intermediary and management experience within financial services. His areas of specialisation are…Read more
    • Owen Armstrong

      Owen Armstrong

      Independent Financial Adviser
      Owen has nearly 35 years’ experience in Financial services. He has worked for many multinational insurance companies since 1991 and has been in his…Read more
    • Ian Black

      Ian Black

      Independent Financial Adviser
      Ian has worked in the financial services industry for over 20 years, providing independent financial advice for both personal and commercial clients.…Read more

    Decoration
    • The service was very personable, focused and clear. The advisor was flexible, helpful and very much appeared to have our interests at heart.

      Nigel, 
      5* on feefo

    • Excellent service, very straightforward and easy to understand. Clear explanation given.

      Phyllis, 
      5* on feefo

    • Pension planning. Helpful and knowledgable team able to explain various services and options available for retirement planning

      Gordon, 
      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.