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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
M&G Advice

M&G Advice

Boldon colliery
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
2233
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Evelyn Partners

Evelyn Partners

Boldon colliery
Initial consultation free
FCA verified
Restricted
"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
985
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Wren Sterling

Wren Sterling

Boldon colliery
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped
1940
Minimum
wealth
£50k+
Meet the team
Ian Weatherhead
Robert Hudson
Bradley Parry
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Simon Reynolds (Oracle Financial Planning Ltd)

Simon Reynolds (Oracle Financial Planning Ltd)

Boldon colliery
Initial consultation free
FCA verified
Independent
We are a firm of friendly Independent Financial Advisers providing a high level of financial advice and ongoing relationship management.
Clients
helped
12
Minimum
wealth
£0+
Meet the team
Simon John Reynolds
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Glen - True Potential Wealth Management

Glen - True Potential Wealth Management

Boldon colliery
Initial consultation free
FCA verified
Restricted
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
142
Minimum
wealth
£0+
Meet the team
G
Can help with
Pensions & retirement
Financial planning
Mortgages
Fairstone Group

Fairstone Group

Jarrow
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
15103
Minimum
wealth
£0+
Meet the team
Sarah Gargett
Jonathan Roy
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

Boldon colliery
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
3550
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
Aspire Wealth Limited

Aspire Wealth Limited

Boldon colliery
Initial consultation free
FCA verified
Independent
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
66
Minimum
wealth
£0+
Meet the team
Andrew Wintrip
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
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
3550
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
Four Rivers Financial Planning Limited

Four Rivers Financial Planning Limited

Jarrow
Initial consultation free
FCA verified
Restricted
At Four Rivers Financial Planning Limited, we care about your unique financial goals and guiding you towards achieving them. Our team provides trusted and tailored advice to help you make the best financial decisions.
Clients
helped
22
Minimum
wealth
£50k+
Meet the team
Charlie Wallace
Harriet Wallace
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Boldon Colliery