Top 10 Independent (IFAs) & Restricted Financial Advisers in Wheatley Hill

I need advice on
Total assets
My postcode
First meeting is free

  • Canaccord Genuity Wealth Management (CGWM)

    Thornley
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    436
    £250k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Durham
    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
    2248
    £50k+
    Can help with
    Pensions & retirement

  • Azets Wealth Management

    Durham
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    237
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Prism Financial Advice Ltd

    Seaham
    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
    2248
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Seaham
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1950
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Spennymoor
    FCA verified
    We offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
    772
    £150k+
    Can help with
    Pensions & retirement

  • Amethyst Independent Financial Advisers LLP

    Seaham
    FCA verified
    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.
    219
    £100k+
    Can help with
    Pensions & retirement

  • Glenda Hall at True Potential Wealth Management

    Durham
    FCA verified
    Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
    16
    £50k+
    Can help with
    Pensions & retirement

  • RetireInvest Limited

    Durham
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    23
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Durham
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30561
    £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.