Top 20 Independent Financial Advisers in Northumberland

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  • Hollycroft FS Ltd

    Ryton
    Our Services With over 20 years experience in the Financial Services sector, Hollycroft Financial Services provides advice on Business Protection
    53
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Seaton valley
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5238
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tyne Vale Financial Services Ltd

    Hexham
    Advice you can trust from people you can rely on!
    45
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Wallsend
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8961
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lycetts Financial Services Limited

    Newcastle upon tyne
    Founded in the North East in 1961 we have the experience, knowledge and financial strength to provide unbiased, independent advice on all areas of financial planning
    < 10
    £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
  • The Private Office

    Newcastle upon tyne
    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.
    11887
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • RetireInvest Limited

    North shields
    We offer professional, friendly, easy to understand, bespoke advice.
    112
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Glen - True Potential Wealth Management

    Gateshead
    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.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Macalister (Carrick Financial Management)

    Newcastle upon tyne
    Simple, straightforward and jargon free advice. First meeting is free with no obligation.
    121
    £20k+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Prism Financial Advice Ltd

    Pelton
    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
    220
    £20k+
    9.6
    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+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent- Mary Hemingway

    Berwick upon tweed
    I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders. I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond. I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.
    32
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced IFA

    Boldon colliery
    Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
    21
    £20k+
    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.
    133
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent- Mary Hemingway

    Kelso
    I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders. I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond. I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.
    32
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    133
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    3615
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Ponteland
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5238
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MHA Tait Walker Wealth Management

    Newcastle upon tyne
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    125
    £0+
    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.