Top 20 Independent Financial Advisers in Newcastle Upon Tyne

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  • Ellis Bates Financial Advisers

    Newcastle upon tyne
    With professionalism and integrity we are committed to helping you achieve your financial goals during all stages of your life.
    21
    £20k+
    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.
    33
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Newcastle upon tyne
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    23
    £0+
    9.2
    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.
    110
    £20k+
    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 including pensions, investments and life assurance. As a Chartered firm all our staff are highly qualified and experienced and there is no cost for an initial consultation meeting with one of our highly qualified financial advisers.
    < 10
    £100k+
    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.
    58
    £100k+
    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
  • Quilter FinancialAdvisers

    Newcastle upon tyne
    As a Chartered Financial adviser I specialise in advising on the full range of financial planning; from investment strategies, pension planning, mortgages through to protection. Please get in touch to see your full range of options.
    31
    £50k+
    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
  • Lowes Financial Management Limited

    Newcastle upon tyne
    Multiple award winning Chartered Financial Planners recommended by over 95% of clients, established in 1971. Need advice? Look no further
    41
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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.
    68
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Newcastle upon tyne
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Investment and Pension Solutions

    Gateshead
    We are totally independent, which means we are not tied or restricted to use any particular provider or product.
    65
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • true potential

    Newcastle upon tyne
    Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
    62
    £100k+
    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.
    112
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • RetireInvest Limited

    Gateshead
    We offer professional, friendly, easy to understand, bespoke advice.
    101
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    123
    £0+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    60
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    < 10
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Newcastle upon tyne
    Retirement and Pension Specialist, locally based in our Newcastle Head offices, over 21 years experience. Call today for a free consultation or informal chat, even if you just want to sense-check your decisions or ask a quick question.
    16
    £100k+
    9.0
    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.