Top 10 Independent (IFAs) & Restricted Financial Advisers in Newcastle Upon Tyne

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  • Fairstone Group

    Newcastle upon tyne
    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.
    11758
    £0+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Newcastle upon tyne
    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
    2260
    £50k+
    Can help with
    Pensions & retirement
  • Headway Wealth Limited

    Newcastle upon tyne
    FCA verified
    I am the Managing Director at Headway Wealth, a UK-based, FCA regulated financial planning and wealth management firm. We work with entrepreneurs and professionals who appreciate a straightforward, no-nonsense approach to their finances.
    42
    £150k+
    Can help with
    Pensions & retirement
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  • Fatgreen Wealth

    Newcastle upon tyne
    FCA verified
    Anny was an Investment Banker and CFO of a high-growth company working across Asia, America and now Yorkshire. With a background in Finance, Anny understands the importance of financial planning and the value of saving and investments.
    120
    £0+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Newcastle upon tyne
    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
    2260
    £50k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Newcastle upon tyne
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    448
    £500k+
    Can help with
    Pensions & retirement
  • Lowes Financial Management Limited

    Newcastle upon tyne
    FCA verified
    Award-winning Financial Planners recommended by over 97% of clients, established in 1971. Need advice? Look no further.
    55
    £100k+
    Can help with
    Pensions & retirement
  • Paul Nathan - Sandringham Financial Partners

    Newcastle upon tyne
    FCA verified
    I have been providing financial advice since 1994. Amongst my clients are many airline pilots. They demand the same safe pair of hands with their finances that their passengers demand of them. I advise people in retirement, or on the 'final approach'
    < 10
    £500k+
    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.
    99
    £50k+
    Can help with
    Pensions & retirement
  • Alex Newell at Sandringham Financial Partners

    Newcastle upon tyne
    FCA verified
    Independent Financial Adviser with Sandringham Financial Partners. Helping clients achieve their financial goals and establish long standing relationships built on trust and value.
    Recently added
    £100k+
    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?

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