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

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  • RetireInvest Limited

    North shields
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    21
    £50k+
    Can help with
    Pensions & retirement
  • Headway Wealth Ltd

    Newcastle upon tyne
    FCA verified
    We offer independent, personalised financial advice based entirely around your needs. From our very first conversation, we’re here to help you realise your hopes and dreams. Let’s make Headway together.
    94
    £50k+
    Can help with
    Pensions & retirement
  • Watson Financial Planning

    Berwick upon tweed
    FCA verified
    I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services
    109
    £100k+
    Can help with
    Pensions & retirement
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  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Newcastle upon tyne
    FCA verified
    We’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.
    209
    £250k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Ord
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    375
    £250k+
    Can help with
    Pensions & retirement
  • Stacey Arcus FPFS - Quilter Financial Advisers

    North shields
    FCA verified
    Chartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2024, 2023, 2022 and 2021’ as featured in The Times!
    60
    £50k+
    Can help with
    Pensions & retirement
  • Professional Wealth Management

    Newcastle upon tyne
    FCA verified
    We are here to help you maximise your wealth
    28
    £100k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Morpeth
    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
    2197
    £50k+
    Can help with
    Pensions & retirement
  • Richardson & Associates

    Newcastle upon tyne
    FCA verified
    As 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.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Azets Wealth Management

    Newcastle upon tyne
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    235
    £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.