Top 10 Independent (IFAs) & Restricted Financial Advisers in East Boldon

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  • Stacey Arcus FPFS - Quilter Financial Advisers

    East boldon
    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

  • Prism Financial Advice Ltd

    Boldon colliery
    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

  • Wren Sterling

    Boldon colliery
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1354
    £50k+
    Can help with
    Pensions & retirement
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  • Continuum ltd

    Boldon colliery
    FCA verified
    Friendly, local, experienced independent adviser; providing unbiased financial planning, in a clear and easy to understand way.
    102
    £0+
    Can help with
    Pensions & retirement

  • Glen - True Potential Wealth Management

    Boldon colliery
    FCA verified
    As a Financial Adviser with over 20 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
    118
    £0+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Boldon colliery
    FCA verified
    We 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.
    303
    £0+
    Can help with
    Pensions & retirement

  • Amethyst Independent Financial Advisers LLP

    South shields
    FCA verified
    We 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.
    213
    £100k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    South shields
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    197
    £150k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Jarrow
    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

  • Prism Financial Advice Ltd

    South shields
    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

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.