Top 10 Independent (IFAs) & Restricted Financial Advisers in East Boldon
Stacey Arcus FPFS - Quilter Financial Advisers
East boldonChartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2025, 2024, 2023, 2022 and 2021’ as featured in The Times!
Clients
helped68Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedPrism Financial Advice Ltd
East boldonWe 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
helped2599Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentAspire Wealth Limited
Boldon collieryWe’re independent, friendly and local, helping people like you, who want to plan for their retirement. So if you live in Chester Le Street, Washington, Durham, Stanley, Consett, Hexham, Wickham, Prudhoe or the surrounding areas, we’re the firm for you.
Clients
helped41Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Prism Financial Advice Ltd
Boldon collieryWe 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
helped2599Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentWren Sterling
Boldon collieryWe're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped1486Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentFour Rivers Financial Planning Limited
Boldon collieryAt Four Rivers Financial Planning Limited, we care about your unique financial goals and guiding you towards achieving them. Our team provides trusted and tailored advice to help you make the best financial decisions.
Clients
helped12Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedGlen - True Potential Wealth Management
Boldon collieryAs a Financial Adviser with over 20 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
Clients
helped124Minimum
wealth£0+Pensions & retirementGInitial consultation free FCA verified RestrictedM&G Wealth Advice
Boldon collieryWe 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
helped464Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedAmethyst Independent Financial Advisers LLP
South shieldsWe 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.
Clients
helped244Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
South shieldsAHR 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.
Clients
helped288Minimum
wealth£150k+Pensions & retirementLInitial consultation free FCA verified Independent
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.