Top 20 Independent Financial Advisers in Northumberland

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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • The Private Office The Private Office

      Durham

      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.

      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.
      33
      £100k+
      9.7
      Meet the team
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      +6
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      33
      £100k+
      9.7
      Meet the team
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      J
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      +6
      Can help with Advice areas
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      Can help with Advice areas
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    • Stacey Arcus - Quilter Financial Advisers Stacey Arcus - Quilter Financial Advisers

      Hebburn

      'Top Rated Adviser 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.

      'Top Rated Adviser 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.
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Prism Financial Advice Ltd Prism Financial Advice Ltd

      Newcastle upon tyne

      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

      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
      141
      £20k+
      8.1
      Meet the team
      N
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      +3
      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      141
      £20k+
      8.1
      Meet the team
      N
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      J
      +3
      Can help with Advice areas
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      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Newcastle upon tyne

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      63
      £0+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      63
      £0+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office 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.

      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.
      36
      £100k+
      9.4
      Meet the team
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      A
      +5
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      36
      £100k+
      9.4
      Meet the team
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      G
      N
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      A
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Carrick Financial Management Carrick Financial Management

      Newcastle upon tyne

      Our aim is to ensure the long term prosperity of our clients. Not everyone’s financial advice is independent. Ours is.

      Our aim is to ensure the long term prosperity of our clients. Not everyone’s financial advice is independent. Ours is.
      100
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      100
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • RetireInvest Limited RetireInvest Limited

      Newcastle upon tyne

      We offer professional, friendly, easy to understand, bespoke advice.

      We offer professional, friendly, easy to understand, bespoke advice.
      103
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      103
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Pension Planner The Pension Planner

      Belmont

      We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Durham, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.

      We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Durham, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
      159
      £50k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      159
      £50k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • John Wright at True Potential LLP John Wright at True Potential LLP

      Newcastle upon tyne

      With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him

      With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
      14
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      14
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Eildon Financial Eildon Financial

      Melrose

      Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.

      Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
      87
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      87
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Three Counties Ltd Three Counties Ltd

      Consett

      Regionally unparalleled and nationally respected, Three Counties offer a unique and bespoke wealth management service. Our technical expertise, professionalism and code of ethics have been recognised by the CII, awarding us Chartered Firm status in 2019.

      Regionally unparalleled and nationally respected, Three Counties offer a unique and bespoke wealth management service. Our technical expertise, professionalism and code of ethics have been recognised by the CII, awarding us Chartered Firm status in 2019.
      11
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • AYP Financial Planning Limited AYP Financial Planning Limited

      Hexham

      Independent Financial Planning specialising in advice for investment, retirement, divorce and probate.

      Independent Financial Planning specialising in advice for investment, retirement, divorce and probate.
      < 10
      £0+
      10.0
      Meet the team
      S
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      10.0
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      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Newcastle upon tyne

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      70
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      70
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hollycroft FS Ltd Hollycroft FS Ltd

      Ryton

      Our Services With over 20 years experience in the Financial Services sector, Hollycroft Financial Services provides advice on Business Protection

      Our Services With over 20 years experience in the Financial Services sector, Hollycroft Financial Services provides advice on Business Protection
      50
      £50k+
      7.0
      Meet the team
      S
      M
      J
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      50
      £50k+
      7.0
      Meet the team
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      M
      J
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Lamb and Associates Lifestyle Financial Planning Lamb and Associates Lifestyle Financial Planning

      Ponteland

      Financial planning organises your financial affairs, improves your quality of life, and gives you clear vision and peace of mind.

      Financial planning organises your financial affairs, improves your quality of life, and gives you clear vision and peace of mind.
      39
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      39
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tier One Capital Tier One Capital

      Wallsend

      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.

      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.
      88
      £250k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      88
      £250k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Positive Wealth Management 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

      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
      45
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      45
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Watson Financial Planning Watson Financial Planning

      Berwick upon tweed

      I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services

      I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services
      67
      £0+
      9.0
      Meet the team
      I
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      67
      £0+
      9.0
      Meet the team
      I
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Amethyst Independent Financial Advisers LLP Amethyst Independent Financial Advisers LLP

      West bedlington

      We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.

      We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
      36
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      36
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Your Complete Wealth Your Complete Wealth

      Newcastle upon tyne

      Welcome to Your Complete. We have one simple mission – to provide you and your family with end to end, trusted and complete financial advice.

      Welcome to Your Complete. We have one simple mission – to provide you and your family with end to end, trusted and complete financial advice.
      New adviser
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.

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