Top 10 Independent (IFAs) & Restricted Financial Advisers in Durham
Prism Financial Advice Ltd
WashingtonWe 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
Clients
helped2552Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentFour Rivers Financial Planning Limited
GatesheadAt Four Rivers Financial Planning Limited, we care about your unique financial goals and guiding you towards achieving them. Our team provides trusted and tailored advice to help you make the best financial decisions.
Clients
helped11Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedPrism Financial Advice Ltd
Chester le streetWe 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
Clients
helped2552Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Glenda Hall at True Potential Wealth Management
DurhamLooking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
Clients
helped18Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedCanaccord Genuity Wealth Management (CGWM)
GatesheadAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped626Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentRichardson & Associates
Chester le streetAs independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs.
Clients
helped36Minimum
wealth£100k+Pensions & retirementTInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
WashingtonWe 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
Clients
helped2552Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentM&G Wealth Advice
Cassop and quarringtonWe 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.
Clients
helped400Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedPrism Financial Advice Ltd
SunderlandWe 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
Clients
helped2552Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
DurhamWe 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
Clients
helped2552Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified Independent
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.