We Plan, You Prosper

We Plan, You Prosper

We Plan, You Prosper

our financial advice

Based in Coleraine, Northern Ireland, the team at Lodge Financial has been providing individuals, families and businesses with tailored financial solutions for thirty years.

It is our pleasure to offer you the experience and expertise of our advisers, to help you achieve your short and long term goals.

Our advisers can help you to:

  • Meet your financial goals
  • Increase your confidence as an investor
  • Draw up a financial strategy for retirement
  • Plan a financial future for you and your family

Our Services

Wealth Management

Lodge Financial has established an inclusive six-stage wealth management investment process to deliver sound independent financial advice. 

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Tax Planning

Part of our developing a financial plan involves ‘The Tax Mitigation Strategy’ which looks at ways of reducing this essential outlay through legitimate means. 

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Protection Planning

Some people may wonder why they need protection cover? Protection cover is designed to provide cover for those unexpected events that happen in life.

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Estate Planning

Once viewed as a tax solely on the affluent, inheritance tax is no longer something subject to the very rich. Even those with a relatively moderate amount of wealth should think about estate and inheritance tax planning…. Yet very few of us do.

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Investment Planning

We provide a wide range of services which offer more than traditional, standard investment advice. We at Lodge Financial will help you make those key and life-changing decisions when investing your money, allowing you to take control of your financial future, with regular reporting and reviews to enable your finances to grow with confidence.

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Retirement Planning

How much money will I need in retirement? This is often a question that is asked in the final years before retirement. Quite frankly for many it is often too late. For this question to be answered effectively, many more background questions need to be answered as some people want to travel the world or take up a new hobby when they retire.

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We Plan, you prosper


As Benjamin Franklin once quoted ‘’If you fail to plan, you are planning to fail‘.

I do not believe any of us plan to fail, but sometimes our priorities, our time management and our self-discipline get in the way of achieving our plan which can make an amazing difference between a prosperous outcome and a tragic loss.

A recent study has revealed that people who seek the advice from an independent financial adviser (IFA) are on average £40,000 better off than those who don’t do this. The research has come from leading think-tank the International Longevity Centre, who have stated that both the ‘affluent’ group – wealthier people more likely to own their own homes and have degree-level education – and the ‘just getting by’ group – less wealthy people likely to be living in rented accommodation and have lower levels of education – benefit similarly from the financial advice they seek.

The real benefit of working with a Financial Adviser is to avoid expensive mistakes.  It is less about picking the best funds and more about making smart decisions in all aspects of your money.


'When making financial investment commitments it is important to receive the right advice. With so many products and sellers the advice from an FCA accredited financial adviser is crucial in making these decisions. Lodge Finance have guided us for years, tailoring investments to our particular needs so that we have confidence and financial assurity as we approach retirement

David G

I have always had an interest in investing, when I approached Lodge Financial about taking my pension more seriously I soon realised my lack of understanding and knowledge. Since working with Lodge Financial, I have peace of mind knowing that my investment is spread over a variety of asset classes and all within my risk profile. I now have a target of what size of a pension pot is required to support me in retirement. I couldn’t ask for better service from Donna, Andrew and the team. Anytime I have had any questions they were answered and I couldn’t recommend them enough.

David S

‘My wife and I have been clients of Lodge Financial for several years. They have provided us with excellent financial planning, protection and investment advice, and have arranged our portfolio in the most tax efficient way as well as advising on and arranging several mortgages for us over the years. Lodge Financial continues to provide us with a high-quality service and they are always friendly and professional to deal with. I have no hesitation in recommending them to others.’


‘I have been taking financial advice from Lodge Financial for ten years now and have been continually impressed by their integrity, professionalism, and friendliness for all this time. I would have no qualms in recommending this company to family and friends for sound advice in these uncertain times.’


‘I have been a client with Lodge Financial Advice Ltd for the past number of years and I am extremely pleased with the results on my investments. What I like about Donna Watson and her team is the personal touch and the excellent financial advice I get that suits my portfolio. It was the best move I have made when I transferred my investments from a large investment company in London to Lodge Financial Advice.’



Monday - Friday
9am - 5pm


(028) 7034 4222


9 Lodge Rd, Coleraine BT52 1LU