Top 20 Independent Financial Advisers in Wallsend

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    How it
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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.

    • 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
    • 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
    • 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
    • RetireInvest Limited RetireInvest Limited

      North shields

      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
    • Lowes Financial Management Limited 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

      Multiple award winning Chartered Financial Planners recommended by over 95% of clients, established in 1971. Need advice? Look no further
      41
      £0+
      7.0
      Meet the team
      +10
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      41
      £0+
      7.0
      Meet the team
      +10
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Robson Laidler Wealth Robson Laidler Wealth

      Newcastle upon tyne

      We provide comprehensive financial planning to business owners, professionals and retired individuals with capital.

      We provide comprehensive financial planning to business owners, professionals and retired individuals with capital.
      < 10
      £250k+
      9.0
      Meet the team
      A
      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
      £250k+
      9.0
      Meet the team
      A
      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
    • Carr Financial Planning Carr Financial Planning

      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.

      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.
      32
      £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 Restricted - whole of market
      32
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tilney Tilney

      Newcastle upon tyne

      < 10
      £50k+
      7.0
      Meet the team
      R
      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+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Retirement Solutions (UK) Ltd 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

      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
      30
      £0+
      9.2
      Meet the team
      D
      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
      30
      £0+
      9.2
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Ellis Bates Financial Advisers 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.

      With professionalism and integrity we are committed to helping you achieve your financial goals during all stages of your life.
      21
      £20k+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      21
      £20k+
      7.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Gale and Phillipson Gale and Phillipson

      Newcastle upon tyne

      We provide whole of market financial planning and investment services to help you manage your financial affairs.

      We provide whole of market financial planning and investment services to help you manage your financial affairs.
      34
      £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
      34
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Lycetts Financial Services Limited 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.

      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
      Meet the team
      +3
      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
      £100k+
      7.0
      Meet the team
      +3
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Scott Macalister (Carrick Financial Management) Scott Macalister (Carrick Financial Management)

      Newcastle upon tyne

      Simple, straightforward and jargon free advice. First meeting is free with no obligation.

      Simple, straightforward and jargon free advice. First meeting is free with no obligation.
      112
      £20k+
      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
      112
      £20k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • true potential true potential

      Newcastle upon tyne

      Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.

      Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
      63
      £100k+
      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
      63
      £100k+
      7.0
      Meet the team
      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

      Newcastle upon tyne

      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.
      60
      £100k+
      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
      60
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • LifeSearch LifeSearch

      Newcastle upon tyne

      We're experts, we care, we're here so you can protect the life you love.

      We're experts, we care, we're here so you can protect the life you love.
      New adviser
      £0+
      10.0
      Meet the team
      B
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £0+
      10.0
      Meet the team
      B
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
    • Wealth of Advice Wealth of Advice

      South shields

      We specialise in helping people to plan and manage their retirement finances. Contact us now to receive your free consultation and find out what we can do for you!

      We specialise in helping people to plan and manage their retirement finances. Contact us now to receive your free consultation and find out what we can do for you!
      49
      £100k+
      9.3
      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
      49
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • MHA Tait Walker Wealth Management 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.

      We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
      115
      £0+
      7.0
      Meet the team
      +7
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      115
      £0+
      7.0
      Meet the team
      +7
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wade Financial Services Ltd Wade Financial Services Ltd

      North shields

      Welcome to Wade Financial, a financial planning company that thinks differently about money. To find out how, visit <url hidden>.

      Welcome to Wade Financial, a financial planning company that thinks differently about money. To find out how, visit <url hidden>.
      < 10
      £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
      < 10
      £0+
      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.

    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.