Top 10 Independent (IFAs) & Restricted Financial Advisers in South Shields

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  • 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
    2262
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    North shields
    FCA verified
    We specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    1532
    £50k+
    Can help with
    Pensions & retirement

  • Alex Newell at Sandringham Financial Partners

    North shields
    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
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  • Paul Nathan - Sandringham Financial Partners

    North shields
    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

  • 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

  • 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.
    222
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    North 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
    2262
    £50k+
    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
    2262
    £50k+
    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.
    210
    £150k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    North shields
    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.
    11759
    £0+
    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.

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