Top 10 Independent (IFAs) & Restricted Financial Advisers in West Rainton
Prism 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
helped2652Minimum
wealth£50k+Pensions & retirementDR+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
helped2652Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
Houghton le springWe 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
helped2652Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.R Blakey - True Potential Wealth Management
Houghton le springWe are Reece and Ray Blakey, a father and son team based near Houghton Le Spring. As the older model, I have over thirty three years in financial services giving advice on not only pensions, but investments, mortgages and protection too.
Clients
helped149Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedThe 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
helped32821Minimum
wealth£100k+Pensions & retirement+11Initial 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
helped46Minimum
wealth£100k+Pensions & retirementTInitial 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
helped14Minimum
wealth£0+Pensions & retirementCInitial consultation free FCA verified IndependentCullen Wealth
Chester le streetWe know that managing your finances is about more than looking after your money. It’s about achieving your lifelong goals.
Clients
helped217Minimum
wealth£50k+Pensions & retirement+19Initial consultation free FCA verified IndependentNigel Francis - Just Wealth
DurhamI 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 RestrictedGlenda 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 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.