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

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  • Aspire Wealth Limited

    Washington
    FCA verified
    We’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.
    23
    £0+
    Can help with
    Pensions & retirement

  • Glenda Hall at True Potential Wealth Management

    Durham
    FCA verified
    Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
    16
    £50k+
    Can help with
    Pensions & retirement

  • 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
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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.
    103
    £0+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Spennymoor
    FCA verified
    We offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
    766
    £150k+
    Can help with
    Pensions & retirement

  • Richardson & Associates

    Chester le street
    FCA verified
    As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs.
    12
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Sunderland
    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
    2241
    £50k+
    Can help with
    Pensions & retirement

  • Prismatic Wealth Limited

    Houghton le spring
    FCA verified
    We pride ourselves in helping clients achieve their financial goals. If you are looking for an adviser to cut through the jargon and help you get to where you want to be, get in touch with us.
    54
    £150k+
    Can help with
    Pensions & retirement

  • Professional Wealth Management

    Newcastle upon tyne
    FCA verified
    We are here to help you maximise your wealth
    29
    £100k+
    Can help with
    Pensions & retirement

  • Aspire Wealth Limited

    Washington
    FCA verified
    We’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.
    23
    £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.

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.