Top 20 Independent Financial Advisers in Northumberland

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  • Humboldt Financial

    Washington
    We specialise in building you a tailored financial plan, ensuring you're as tax efficient as possible.
    1130
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Positive Wealth Management

    Newcastle upon tyne
    First class service. Using 25 yrs experience & the best industry software to research & provide the right solutions for my clients. I only take on a small number of new clients each & focus on delivering on 1st classs service. Vouchedfor rated 4.8/5
    56
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AYP Financial Planning Limited

    Hexham
    Independent Financial Planning specialising in advice for investment, retirement, divorce and probate.
    34
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • AFH Wealth Management LTD

    Houghton le spring
    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
    132
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eildon Financial

    Melrose
    Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
    112
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robson Laidler Wealth

    Newcastle upon tyne
    We provide comprehensive financial planning to business owners, professionals and retired individuals with capital.
    10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • The Private Office

    Morpeth
    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.
    11270
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tier One Capital

    Newcastle upon tyne
    We are one of the North East of England's leading independent financial services firms, providing financial planning advice, investment management and direct lending services.
    104
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Whitley bay
    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 palnning.
    78
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Boldon colliery
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    610
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Glen - True Potential Wealth Management

    Blyth
    24
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gale and Phillipson

    Newcastle upon tyne
    We provide whole of market financial planning and investment services to help you manage your financial affairs.
    51
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Newcastle upon tyne
    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 palnning.
    78
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stacey Arcus FPFS - Quilter Financial Advisers

    Hebburn
    'Top Rated Adviser 2022 and 2021' as featured in The Times. Holistic financial adviser of over 20 years providing advice on all areas of financial planning with a focus on Final Salary pension transfers.
    15
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Newcastle upon tyne
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Waldridge
    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 palnning.
    78
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisors

    Newcastle upon tyne
    "An advisor chartered with 14 years experience I specialise in advising on the full range of financial planning; from final salary pensions, investments, mortgages and protection. Vouched For Top Rated Adviser 2020 & 2021 based upon client reviews"
    14
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prism Financial Advice Ltd

    Amble by the sea
    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
    427
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Amethyst Independent Financial Advisers LLP

    Newcastle upon tyne
    We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
    148
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CFS Independent Financial Advisers Limited

    Ponteland
    We can advise you on: Pensions and retirement. Defined Benefit Pension Transfers. Investment. Inheritance Tax Planning.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.