Top 10 Independent (IFAs) & Restricted Financial Advisers in Newcastle Upon Tyne
Advies Wealth Ltd
Newcastle upon tyneWe are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
Clients
helped202Minimum
wealth£50k+Pensions & retirementAInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
Newcastle upon tyneAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentNigel Francis - Just Wealth
Newcastle upon tyneI advise on a comprehensive range of financial services, including • Personal protection - life, critical illness and income protection • Director and employee protection for small businesses • Financial planning, investments and pensions
Clients
helped29Minimum
wealth£250k+Insurance & protectionInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Canaccord Genuity Wealth Management (CGWM)
Newcastle upon tyneAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
Newcastle upon tyneWe 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
helped2655Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentAlex Newell at Sandringham Financial Partners
Newcastle upon tyneIndependent Financial Adviser with Sandringham Financial Partners. Helping clients achieve their financial goals and establish long standing relationships built on trust and value.
Clients
helped13Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
Newcastle upon tyneWe 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
helped2655Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentFairstone Group
Newcastle upon tyneFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12467Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentM&G Wealth Advice
Newcastle upon tyneWe 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
helped586Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedQuilter Cheviot Financial Planning (Cumbria & Scotland)
Newcastle upon tyneWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped245Minimum
wealth£250k+Pensions & retirementD+2Initial consultation free FCA verified Restricted
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.