Top 10 Independent (IFAs) & Restricted Financial Advisers in North East

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  • Prism Financial Advice Ltd

    Newcastle upon tyne
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1597
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Boldon colliery
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1597
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Gateshead
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4967
    £50k+
    Can help with
    Pensions & retirement
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  • Prism Financial Advice Ltd

    Gateshead
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1597
    £50k+
    Can help with
    Pensions & retirement

  • Stacey Arcus FPFS - Quilter Financial Advisers

    East boldon
    FCA verified
    Chartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2024, 2023, 2022 and 2021’ as featured in The Times!
    51
    £50k+
    Can help with
    Pensions & retirement

  • Glen - True Potential Wealth Management

    Boldon colliery
    FCA verified
    As a Financial Adviser with over 20 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
    103
    £0+
    Can help with
    Pensions & retirement

  • David Jackson & Glen Sayer - True Potential Wealth Management

    Shadforth
    FCA verified
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Stacey Arcus FPFS - Quilter Financial Advisers

    Hebburn
    FCA verified
    Chartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2024, 2023, 2022 and 2021’ as featured in The Times!
    51
    £50k+
    Can help with
    Pensions & retirement

  • M&G plc

    Shotton
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    17
    £0+
    Can help with
    Pensions & retirement

  • Azets Wealth Management

    Durham
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    217
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.