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

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  • 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.
    93
    £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.
    41
    £150k+
    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
    2188
    £50k+
    Can help with
    Pensions & retirement
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  • 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
    2188
    £50k+
    Can help with
    Pensions & retirement
  • M&G Wealth Advice

    Newcastle upon tyne
    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
  • 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
    2188
    £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
  • 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
  • Advies Wealth Ltd

    Newcastle upon tyne
    FCA verified
    We are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
    188
    £50k+
    Can help with
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Newcastle upon tyne
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1818
    £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?

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.