Leeburn Financial Planning (NI) Limited - Hillsborough

Address: 4 Orchard Mews, Royal Hillsborough, Hillsborough BT26 6GR, United Kingdom.
Phone: 2892660661.
Website: leeburnfinancial.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Leeburn Financial Planning (NI) Limited

Leeburn Financial Planning (NI) Limited 4 Orchard Mews, Royal Hillsborough, Hillsborough BT26 6GR, United Kingdom

☎️2892660661

⏰ Open Hours of Leeburn Financial Planning (NI) Limited

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–3 pm
Saturday: Closed
Sunday: Closed

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LeeBurn Financial Planning (NI) Limited

LeeBurn Financial Planning (NI) Limited stands as a dedicated financial advisory firm based in Northern Ireland. The company operates with a core mission focused on delivering personalized financial guidance and strategic planning services to its diverse clientele. Situated at 4 Orchard Mews, Royal Hillsborough, Hillsborough BT26 6GR, the premises offers a professional environment equipped with facilities catering to various client needs, including accessibility features for visitors.

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Location and Accessibility

Nestled in the Hillsborough area of County Down, Northern Ireland, LeeBurn Financial Planning (NI) Limited benefits from a strategic location that provides easy access for clients seeking their financial expertise. The company's registered office is specifically located at 4 Orchard Mews, Royal Hillsborough, Hillsborough BT26 6GR. This address places the financial planning firm within a well-regarded business park, contributing to its professional image.

Recognizing the importance of accommodating all potential clients, the LeeBurn Financial Planning (NI) Limited facility is designed with accessibility in mind. Key features include a wheelchair-accessible car park, ensuring convenient ground-floor access from multiple points. The entrance itself is wheelchair accessible, and importantly, a wheelchair-accessible toilet is available on the premises. These thoughtful provisions allow individuals with mobility challenges to visit the office comfortably and conduct business without undue difficulty, reflecting a commitment to inclusive service delivery within the financial advisory sector.

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Core Services and Expertise

At the heart of LeeBurn Financial Planning (NI) Limited's operations are its specialized services in financial planning and consulting. The company functions primarily as a Financial Planner and Financial Consultant, offering comprehensive guidance tailored to meet the unique financial circumstances and long-term objectives of individual clients. Their expertise encompasses a wide array of financial topics, including but not limited to retirement planning, investment strategies, pension management, tax efficiency, estate planning, and overall wealth management.

As a professional Financial Planner, the team at LeeBurn Financial Planning (NI) Limited likely conducts thorough financial assessments of their clients' current situations, goals, risk tolerance, and time horizons. This information forms the foundation for crafting bespoke financial plans designed to achieve specific objectives, such as saving for major life events, ensuring adequate retirement income, or protecting assets. Their role as a Financial Consultant involves providing expert advice on a diverse range of financial products and strategies, helping clients make informed decisions aligned with their personal circumstances and goals.

The advice provided by LeeBurn Financial Planning (NI) Limited is intended to be holistic, considering the interplay between different aspects of a client's finances. This might involve integrating pension planning with investment strategies or incorporating tax considerations into overall wealth accumulation plans. Their approach is typically grounded in principles of long-term security, financial discipline, and achieving client-defined success criteria.

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Contact Information and Engagement

For individuals seeking to engage with LeeBurn Financial Planning (NI) Limited or seeking more information about their services, several points of contact are readily available. The primary means of communication is through their official telephone line, accessible by dialing +44 (0)2892 660661. Alternatively, clients can explore the company's website directly at www.leeburnfinancial.com. While specific operating hours or office days are not detailed in the provided information, it is standard practice for financial planning firms to have established business hours during standard weekday working times. Prospective clients are generally advised to check the company's website or contact them directly for precise details on availability and appointment scheduling.

It is highly recommended that visitors or clients wishing to physically attend the Hillsborough office make an appointment in advance. This practice ensures that sufficient time can be allocated for a thorough consultation, allowing the financial advisors to dedicate the necessary attention to understanding the client's needs and providing comprehensive advice. Appointments can likely be arranged via phone or potentially online, depending on the methods offered by the firm.

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Client Feedback and Reputation

The reputation of any financial advisory service is significantly influenced by client feedback and testimonials. LeeBurn Financial Planning (NI) Limited maintains an active presence on Google My Business, a popular platform for local business reviews. According to the available data, the company has accumulated a total of 13 reviews from former or current clients, offering insights into their experiences with the service.

Crucially, the average rating across these 13 reviews is exceptionally high, standing at a perfect 5 out of 5 stars. This perfect score suggests an outstanding level of client satisfaction. While the specific content of the individual reviews is not provided, a sustained 5-star rating, particularly with a substantial number of reviews (13), indicates a strong likelihood of consistently positive client interactions, effective service delivery, and trustworthiness among those who have utilized LeeBurn Financial Planning (NI) Limited's expertise. This high average opinion serves as a powerful endorsement for potential new clients considering engaging their financial planning or consulting services.

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Considerations for Potential Clients

For individuals contemplating engagement with LeeBurn Financial Planning (NI) Limited, several key considerations should be kept in mind. Firstly, the appointment recommendation is not just a suggestion but a best practice measure for receiving focused attention and maximizing the value of the consultation. Secondly, the firm's commitment to accessibility, evidenced by the wheelchair-accessible features, ensures that their services are physically available to everyone.

Prospective clients should prepare thoroughly for their meeting. This typically involves compiling relevant financial documents, clearly articulating their financial goals, and having a list of specific questions or concerns prepared. Following the advice of a financial planner requires discipline and potentially long-term commitment, so being clear on one's own values and risk tolerance before entering into an agreement is crucial. It is also advisable to inquire about the specific qualifications and credentials of the financial advisors one will be meeting with.

Before committing to any financial plan or strategy, understanding the fee structure is paramount. Questions regarding commission arrangements, fees for specific services, and any associated costs should be addressed upfront. The credentials and qualifications of the team members should also be verified to ensure they possess the necessary expertise and adhere to professional standards. Finally, gaining a clear understanding of the services included, the review process, and the overall scope of the financial planning relationship can help set appropriate expectations and ensure a productive partnership.

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"summary": "LeeBurn Financial Planning offers accessible financial planning and consulting in Hillsborough, Northern Ireland, with a perfect 5-star Google rating from 13 reviews.",
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👍 Reviews of Leeburn Financial Planning (NI) Limited

Leeburn Financial Planning (NI) Limited - Hillsborough

Simon N.

5/5

Having first employed the services of LFP over 15 years ago, I would highly recommend them to anyone wishing to engage with a first class financial planning service. They are a long established, well respected, family founded business. I have always found my interactions with them to be friendly, professional and competent.

Myself and other family members have utilised their services on numerous occasions and have been consistently pleased with the outcomes. I would have absolute confidence in the LFP team to deal with any aspect of my finances, and I look forward to working with them for many more years.

Isaac M.

5/5

Recently started working with the Leeburn team following a recommendation from a family member. They have been very helpful in setting up life and health insurance that suits my wife and my needs. Everyone who we have been in communication with had been knowledgeable, personable and made us feel comfortable discussing things that we initially knew very little about. Highly recommend!

Patricia T.

5/5

My husband and I were recommended to see Graeme about a year ago to help with investments and pensions. We found him to be professional, friendly and helpful and willing to answer any questions we had to reassure us about the future. He spent time with us in getting to understand our situation and our priorities and tailoring his recommendations accordingly. We are quite happy to recommend him and the firm to anyone who asking our opinion.

Neal L.

5/5

Trustworthy and personal service from LFP. I have known both Graeme and Stuart a lifetime and wouldn't hesitate to recommend them to anyone looking for a professional and trusted advisor for their personal and family's financial affairs.

Fc W. S. A. D.

5/5

My wife and I first met with Leeburn Financial Planning about 3 years ago, as we had been putting off sorting out our finances for some time. We had a number of investments as well as our pensions which we wanted advice on and I’m pleased to say that 3 years down the road, we are already in a much more positive position and more relaxed about the future. I’d have no hesitation recommending them to others.

carsonconluce

5/5

Leeburn Financial Planning has looked after our family’s financial affairs for many years. Originally under the stewardship of founder Ian Leeburn we are now supported by both Graeme and Stuart Leeburn.
We have been guided through many difficult areas such as investing proceeds from the sale of the family business to the managing of my parent’s estate. LFP have very successfully helped us avoid much Capital Gains Tax and Inheritance Tax and now they see that both of us have a very comfortable income through their astute investment strategy which is taylor made for our needs and aspirations.
The staff and directors are always very attentive, polite and answer in detail any questions or concerns that we might have.
LFP have a young and dynamic team who constantly review and balance our investments between risk and return.
At one of our recent regular review meetings my parting words to Graeme Leeburn were “We do not have any worries regarding our investments and we do not lose and sleep with regards to our financial affairs”
We have recommended their services to many of our friends and family.

Carson & Diane McMullan

David B.

5/5

I have been dealing with LFP for over ten years. Whilst being a very professional company, they maintain a friendly and open approach to the advice they provide.
I find them to be forward thinking and able to relate well to my circumstances when reviewing investment options. I would not hesitate to recommend them to a friend or colleague.

Richard M.

5/5

As a family we have been customers of Leeburn Financial Planning for 20 years. We have always received the highest level of service and assistance. Being secure in the knowledge that we are receiving sound advice is one less worry, especially in difficult times. Thank you, Kathleen Murphy & family.