Top 20 Independent Financial Advisers in Sunderland

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  • Beesure Limited

    Cheltenham
    Get in touch today with a free no obligation initial meeting to review your financial situation.
    22
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Efficient Portfolio Wealth Management Ltd

    Oxford
    Providing individually tailored financial plans to to help clients clarify and then meet their future goals and aspirations.
    130
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chelmsford
    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.
    11844
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Holmes chapel
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    28
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Johnstone
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    530
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bow Financial Services

    Rochester
    Let us worry about money, not you. We aim to make the complicated easy to understand.
    41
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • UNIQ Family Wealth

    Trowbridge
    Financial Planning you can trust; today, tomorrow and for the future.
    128
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DGS Chartered Financial Planners.

    London
    Experienced firm of Chartered and Independent Financial Advisers providing independent financial advice to individual and corporate clients.
    35
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Birmingham
    Approachable and cost-effective financial advice to help you to put your finances in order and plan for a comfortable retirement.
    45
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    London
    We do more financial planning in 2 hours, than most do in 7 years
    491
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Sigma Wealth Partners

    Wombourne
    We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
    26
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Money Tools Financial Planning

    Liverpool
    Your first step towards being financially well organised, is one click away.
    66
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Runcorn
    Feel free to call now, for an informal chat about your situation
    184
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    York
    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
    1331
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Manchester
    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.
    11829
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Quedgeley
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    205
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Harrogate
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    136
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    York
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    876
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bird Stewart Financial Services

    Glasgow
    We take the confusion out of complicated Pension & Investment planning and provide transparency with clear and concise guidance and advice. All of our advisers are diploma qualified and completely independent, so we work for you not the provider.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Chandlers ford
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    < 10
    £250k+
    10.0
    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.