Leeburn Financial Planning LLP is a firm of Chartered Financial Planners established in 1991. We are a family owned and managed practice which offers investment advice and strategic financial planning solutions to individuals, trustees and business owners to help them - build, manage and protect their wealth.
We are independent, providing completely impartial advice, ensuring we sit firmly on the side of our clients, helping them make important financial and planning decisions in reaching their goals. As trusted advisers we currently manage approximately £100 million of clients' money.
Based in Lisburn, we are in close proximity to Belfast, but also serve clients across Northern Ireland, most notably in Londonderry, Enniskillen, Coleraine and along the North Coast.
We combine a wealth of experience and common sense with technical expertise and top level qualifications and are the selected advisory partner of several professional firms.
We are one of a small number of professional firms to be accredited as a Chartered Financial Planning practice.
After many years of working closely with the professional community, we decided to formalise our professional relationships, resulting in the formation of Leeburn Wealth Management and Leeburn Imperial Wealth Management.