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Top 10 Independent (IFAs) & Restricted Financial Advisers in Boldon Colliery

Find the best FCA regulated financial advisers in Boldon Colliery. Get expert help near you with pensions, investments, retirement planning and more
Boldon Colliery, West Boldon, South Tyneside, Tyne And Wear, North East
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Boldon colliery
FCA verified
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
3384
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Glen - True Potential Wealth Management

Glen - True Potential Wealth Management

Boldon colliery
FCA verified
As a Financial Adviser with over 20 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
Clients
helped
140
Minimum
wealth
£0+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Boldon colliery
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Wren Sterling

Wren Sterling

Boldon colliery
FCA verified
We're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped
1868
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Aspire Wealth Limited

Aspire Wealth Limited

Boldon colliery
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.
Clients
helped
61
Minimum
wealth
£0+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Jarrow
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14562
Minimum
wealth
£0+
Can help with
Pensions & retirement
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Jarrow
FCA verified
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
3384
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Verso Wealth Management

Verso Wealth Management

East boldon
FCA verified
Our business is driven by people, and we are growing fast. Meet our professional, client-facing teams and industry experts.
Clients
helped
10
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Titan Wealth Planning Limited

Titan Wealth Planning Limited

East boldon
FCA verified
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
3384
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

East boldon
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
765
Minimum
wealth
£500k+
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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