Top 10 Independent (IFAs) & Restricted Financial Advisers in Durham
Canaccord 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 IndependentAspire Wealth Limited
StanleyWe’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 IndependentM&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
helped400Minimum
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.Tony Columbine True Potential Wealth Management
SpennymoorOur aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
Clients
helped722Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted- Clients
helped31Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent Prism 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
helped2550Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentContinuum ltd
Brandon and byshottlesFriendly, local, experienced independent adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped113Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNorth Trail Financial Planning Limited
SpennymoorWe 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
Chester le streetWe’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 IndependentAscot Lloyd
SpennymoorWe offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
Clients
helped940Minimum
wealth£150k+Pensions & retirementCKRInitial 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.