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
helped624Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentThe Private Office
DurhamIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32084Minimum
wealth£100k+Pensions & retirement+11Initial 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
helped397Minimum
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.MPI Financial Advice
Brandon and byshottlesWe provide a free update & advice service to help you understand your plans.
Clients
helped4939Minimum
wealth£0+Pensions & retirementMHInitial consultation free FCA verified IndependentM&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
helped397Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedAmethyst Independent Financial Advisers LLP
StanleyWe are a highly qualified, professional team of Independent Financial Advisers, specialising in pension, investment, insurance and mortgage advice. We have a great deal of experience in Finance, putting our clients at the heart of everything we do.
Clients
helped243Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
StanleyWe 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 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
helped2550Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentPrism 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 IndependentPrism 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 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.