Top 10 Independent (IFAs) & Restricted Financial Advisers in Durham
M&G Wealth Advice
Chester le streetWe 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
helped411Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedHumboldt Financial
WashingtonAs 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.
Clients
helped1787Minimum
wealth£50k+Pensions & retirementInitial 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
helped411Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.M&G Wealth Advice
CornsayWe 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
helped411Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedPrism Financial Advice Ltd
Great aycliffeWe 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
helped2557Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
Sherburn villageWe 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
helped2557Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentM&G Wealth Advice
Bishop aucklandWe 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
helped411Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedCanaccord Genuity Wealth Management (CGWM)
ThornleyAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped632Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentNorth Trail Financial Planning Limited
DurhamWe are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of M&G plc.
Clients
helped10Minimum
wealth£0+Pensions & retirementCInitial consultation free FCA verified IndependentAspire Wealth Limited
WashingtonWe’re independent, friendly and local, helping people like you, who want to plan for their retirement. So if you live in Chester Le Street, Washington, Durham, Stanley, Consett, Hexham, Wickham, Prudhoe or the surrounding areas, we’re the firm for you.
Clients
helped41Minimum
wealth£0+Pensions & retirementInitial 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.