Top 10 Independent (IFAs) & Restricted Financial Advisers in Middlesbrough

I need advice on
Total assets
My postcode
First meeting is free

  • Marc Lezar - PRG Financial Planners Ltd

    Middlesbrough
    FCA verified
    I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
    238
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Middlesbrough
    FCA verified
    Fairstone 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.
    11649
    £0+
    Can help with
    Pensions & retirement

  • Ian Bagshaw - Fairstone Financial Management

    Middlesbrough
    FCA verified
    Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
    233
    £250k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • True Potential Wealth Management - Jason Lynch

    Middlesbrough
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    347
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Middlesbrough
    FCA verified
    Independent, 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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Abacus Associates Financial Services Limited

    Middlesbrough
    FCA verified
    Providing solutions to your financial needs in Workplace & Private Pensions, Savings, Investments, Protection and Estate Planning.
    25
    £50k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Middlesbrough
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Middlesbrough helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5327
    £100k+
    Can help with
    Pensions & retirement

  • Acumen Investment and Pension Solutions

    Middlesbrough
    FCA verified
    We are totally independent, which means we are not tied or restricted to use any particular provider or product.
    150
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Middlesbrough
    FCA verified
    We 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
    2198
    £50k+
    Can help with
    Pensions & retirement

  • Kevin Rowntree - Milsted Langdon Financial Planning

    Middlesbrough
    FCA verified
    As a Chartered Associate of the Institute of Banking and Finance I have spent more than two decades working in financial services. Working closely with clients to resolve their financial planning issues.
    < 10
    £50k+
    Can help with
    Pensions & retirement

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.