Financial advice in Holywood

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Holywood Parish Church of Ireland — Holywood

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What would you like help with?

Retirement & pensions

Compare advisers who regularly work with retirement planning, pensions and retirement income.

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Inheritance & family wealth

Find help when inherited money or family wealth creates a more complex set of decisions.

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Investments

Compare service models, minimum asset levels and ongoing costs before choosing an adviser.

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Business owners

Find advisers whose client base includes founders and owner-managed businesses.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Holywood

Holywood sits within Northern Ireland, with nearby places including Cultra (about 1 miles away), Craigavad (about 2 miles away), Dundonald (about 3 miles away), Whiteabbey (about 3 miles away). Distance is useful for meetings; specialist experience, minimums, service style and fees still need comparing.

What to compare before choosing

Ards and North Down in context

The local-authority figures cover the Ards and North Down council area, rather than Holywood alone. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 23.3%

Ards and North Down · ONS 2024

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 15.3%

Ards and North Down · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £227,275

Ards and North Down · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Holywood

How do I choose a financial adviser in Holywood?

Start with the financial problem you need help with, then compare regulation, specialist experience, typical clients, minimum assets, service style and fees. Being the closest adviser is useful, but it is not enough on its own.

Should I only look for a financial adviser in Holywood?

Not necessarily. Start locally if face-to-face meetings matter, then widen the search when a nearby or remote adviser has more relevant experience, a better-fitting service or clearer fees.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

Explore nearby

Consider nearby places alongside the experience and meeting arrangements you need.

Newtownabbey4 miles away Northern IrelandExplore the region All locationsBrowse UK locations

Local information and sources

Full local figures and how to read them

The local-authority figures cover the Ards and North Down council area, rather than Holywood alone. Each figure shows the period it covers.

Population: 165,415
Residents aged 65 or over: 23.3%
Self-employed share of people in work: 15.3%
Average house price: £227,275
Disposable income per person: £24,420
Median weekly pay before tax: £567.70
Selected company registrations: 25
Wider-area company registrations: 411

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

For Ards and North Down, the 2021 Census gives this industry breakdown: Wholesale and retail trade accounts for 14.9% of employment, 0.8 percentage points below the Northern Ireland benchmark. Public administration and defence accounts for 11.5% of employment, 3.8 percentage points above the Northern Ireland benchmark. Human health and social work accounts for 17.0% of employment, 0.5 percentage points above the Northern Ireland benchmark. Among the three sectors shown, Human health and social work is 5.5 percentage points higher than Public administration and defence. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

Gross median weekly pay was £567.7 in 2025. Gross disposable household income per head was £24,420 in 2024. The published average house price was £227,275 in June 2026. The self-employment rate among people in work is 15.3%, compared with 15.1% across Northern Ireland. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

These population figures cover the Ards and North Down local authority area. The Office for National Statistics (ONS) estimates 165,415 residents, with 23.3% aged 65 or over. The geography is the named council area; it should not be read as a separate total for Holywood.

The selected Companies House business categories contain 25 active registrations mapped to Holywood; the Belfast travel-to-work area contains 411. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Place names, nearby locations and geography

We use official place data to tell apart places with the same name and identify nearby towns. It does not imply that Advisedly or an adviser has an office here.

Official place: Holywood
Classification: Town or village · Northern Ireland
Council area and region: Northern Ireland
Nearby places: Cultra · Craigavad · Dundonald · Whiteabbey

Source: OSNI Open Data Gazetteer - Place Names · Published 2015 · checked 2026-08-29Contains public sector information licensed under the Open Government Licence v3.0.

Location photograph

Holywood. Photograph by Slowtech2000. CC BY-SA 4.0.