Top 10 Independent (IFAs) & Restricted Financial Advisers in Sunderland

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  • Continuum (Financial Planning) LLP

    Washington
    FCA verified
    I am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    35
    £50k+
    Can help with
    Pensions & retirement
  • Sam Hartley - True Potential Wealth Management

    Sunderland
    FCA verified
    Experienced Financial Planner, with expertise in helping clients in such areas as Pension and Retirement Planning, including Defined Benefit and Defined Contribution Pension Transfers, Pension and Divorce cases and various investment structures.
    171
    £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
    1445
    £50k+
    Can help with
    Pensions & retirement
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  • Prism Financial Advice Ltd

    Houghton le spring
    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
    1445
    £50k+
    Can help with
    Pensions & retirement
  • Amethyst Independent Financial Advisers LLP

    Sunderland
    FCA verified
    We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
    183
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Washington
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4554
    £50k+
    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
    1445
    £50k+
    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
    1445
    £50k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Sunderland
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    137
    £250k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Washington
    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
    1445
    £50k+
    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.