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

Find the best FCA regulated financial advisers in South Shields. Get expert help near you with pensions, investments, retirement planning and more
South Shields, South Tyneside, Tyne And Wear, North East
Paul Nathan -  Sandringham Financial Partners

Paul Nathan - Sandringham Financial Partners

North shields
Initial consultation free
FCA verified
Independent
We have been providing financial advice since 1994. Many of our clients are airline pilots. They demand the same safe pair of hands with their finances that their passengers demand of them. We advise people in retirement, or on the 'final approach'
Clients
helped
12
Minimum
wealth
£500k+
Meet the team
Paul Nathan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Amethyst Independent Financial Advisers LLP

Amethyst Independent Financial Advisers LLP

South shields
Initial consultation free
FCA verified
Independent
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.
Clients
helped
296
Minimum
wealth
£100k+
Meet the team
Alan Dennett
Paul Richardson
Malcolm Butler
John Wilkinson
Steve Bolam
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Kingswood Group

Kingswood Group

Whitley bay
Initial consultation free
FCA verified
Restricted
Robert is a Chartered Wealth Planner at Kingswood Group and a Chartered Associate of The London Foundation for Banking & Finance.
Clients
helped
421
Minimum
wealth
£150k+
Meet the team
Adam Kent
Molly Bradshaw
Robert Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Jarrow
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3552
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Jobling Wealth Management

Jobling Wealth Management

North shields
Initial consultation free
FCA verified
Restricted
Joe has been providing financial advice for over 20 years. Jobling Wealth Management Ltd provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
41
Minimum
wealth
£150k+
Meet the team
Joe Jobling
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Humboldt Financial

Humboldt Financial

North shields
Initial consultation free
FCA verified
Independent
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.
Clients
helped
2548
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Fairstone Group

Fairstone Group

North shields
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Matthew Richardson
Jonathan Roy
Rachel Watson
Hannah Ross
Sarah Gargett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Titan Wealth International

Titan Wealth International

South shields
Initial consultation free
FCA verified
Independent
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.
Clients
helped
826
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Scott Macalister (2Plan Wealth Management)

Scott Macalister (2Plan Wealth Management)

North shields
Initial consultation free
FCA verified
Independent
Simple, straightforward and jargon free advice. First meeting is free with no obligation.
Clients
helped
208
Minimum
wealth
£50k+
Meet the team
Scott Macalister
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Titan Wealth Planning Limited

Titan Wealth Planning Limited

South shields
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3552
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in South Shields