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

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  • 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.
    211
    £100k+
    Can help with
    Pensions & retirement

  • Abacus Associates Financial Services Limited

    Middlesbrough
    FCA verified
    Providing solutions to your financial needs in Workplace & Private Pensions, Savings, Investments, Protection and Estate Planning.
    25
    £50k+
    Can help with
    Pensions & retirement

  • Graeme Fernie - True Potential Wealth Management

    Shap
    FCA verified
    I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
    104
    £150k+
    Can help with
    Pensions & retirement
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  • Pilling Financial Ltd

    Ponteland
    FCA verified
    We help you access a clear and easy way to look at and monitor all of your financial planning in one place, and help you assess where you will be at in various stages of your life.
    251
    £0+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Chester le street
    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
    1838
    £50k+
    Can help with
    Pensions & retirement

  • Advanced IFA

    Murton
    FCA verified
    Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
    28
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Middlesbrough
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    299
    £100k+
    Can help with
    Pensions & retirement

  • Professional Wealth Management Ltd

    Heddon on the wall
    FCA verified
    We are here to help you maximise your wealth
    21
    £100k+
    Can help with
    Pensions & retirement

  • Atherton York

    Newcastle upon tyne
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    15
    £100k+
    Can help with
    Pensions & retirement

  • Chris Philcox - True Potential Wealth Management

    Thornaby
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    294
    £100k+
    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.