Milecross Financial was established in 2005, our head office is based in Newtownards in County Down. We have a multitude of advisers working from branches all over Northern Ireland ensuring that you are never far from one of our highly qualified experts.

 

We continue to go from strength to strength and over the years we have developed thousands of bespoke financial solutions that are aligned with our clients’ needs and the point they have reached in their life cycle. Our trusted experts fully comply with the regulations of the Financial Conduct Authority and we believe in complete transparency in all our transactions with you.

At Milecross Financial, we pride ourselves on providing jargon-free financial solutions that are second to none.

We offer a fee free initial consultation where you will be matched with one of our financial advisers who will listen to your instructions on what you want from your finances.

As society is coming to terms with so many cuts in these austere times we at Milecross Financial believe that there’s never been a better time to get your finances working in your favour. We’ll help to make sure that you are not affected by any economic downturn.

We offer a vast range of services which include protecting your investment portfolio and helping to increase your returns as well as offering guidance on pensions, mortgages and the necessary insurances.

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

 

Our local team

 
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Paul Dalzell BSc
Managing Director

Paul worked in the financial services industry since 1990 and is based at Milecross Financial, Milecross Road, Newtownards, BT23 4SR.

E: paul.dalzell@milecrossfs.co.uk or call 07770 580 435. Please contact Paul if you are interested in joining us or you need some financial advice.

Trevor Edgar
Financial Planning Consultant

Trevor has over 20 years experience in the financial services industry.

Monday to Friday 9am to 5pm, evening appointments available on request and is based at Milecross Financial, 142 Thomas Street, Portadown, BT62 3BD.

Terry McGuckin
Financial Planning Consultant

Terry has over 30 years experience in the financial services industry and is based at 9 Cherry Hill, Maghera, BT46 5LS.

Contact Terry Monday to Fridays 9am to 5pm, evening appointments available on request for an at home consultation. E: terrymcguckin@live.co.uk or call 07904 379 224 Office: 028 9182 8255

 
 
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James Hanna
Financial Planning Consultant

James has worked in Financial Services for 20 years and is a qualified financial adviser based in Milecross Financial Solutions, Newtownards.

E: james.hanna@milecrossfs.co.uk or call 07803 783 735 or 02891 828 255.

 
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Liz Wilson
Financial Planning Consultant

Liz has worked in Financial Services for nearly 15 years. Liz is a fully licenced adviser, specialising in IHT planning, Investment & Pension Planning, Retirement options, Business & Family Protection.

E: liz.wilson@milecrossfs.co.uk or 028 9182 8255

 
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Suzanne Watt
Office Manager

 

 

We can help you. Let’s work together.