Top 20 Independent Financial Advisers in Durham

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  • Fathom Financial Limited

    Spennymoor
    The Straight-Talking Financial Experts
    80
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prismatic Wealth Limited

    Hartlepool
    Take a free initial meeting to see exactly how we can help you.
    18
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners - Darlington Office

    Middleton st george
    We’ll answer the big questions in a straightforward way, such as ‘Can I afford to retire?’ ‘What will our lifestyle look like if I slow down from work?’ ‘What income can I reasonably expect from my pensions?’ and ‘Am I on track financially?’
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Active Financial Planners Ltd

    Grindon
    As Chartered Financial Planners we advise out clients on how best to meet their short term and long term goals. This includes Tax Planning, ISA, Investments, Pensions, Insurance Protection and Financial Planning.
    15
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aimee Financial LTD

    Shotton
    I am a professional Independent Financial Planner working with clients to help you; - Review your pensions and investments - Realise your retirement dream - Protect you and your loved ones. We provided tailored solutions whilst having an ethos where w
    < 10
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Investment and Pension Solutions

    Darlington
    We are totally independent, which means we are not tied or restricted to use any particular provider or product.
    60
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Independent Financial Advice Bureau Limited

    Consett
    Breaking down the walls and helping you.
    55
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • D Westwood Ltd

    Durham
    We are a local friendly firm offering independent advice. Our goal is to provide you with truly independent financial advice.
    10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartburn Financial Management Ltd

    Stockton on tees
    46
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • AFH Wealth Management LTD

    Darlington
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    26
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Joslin Rhodes Pension & Retirement Planning

    Durham
    Independent pension advice and retirement planning for hard-working folk. Let's start planning the retirement of your dreams either in branch with one of our friendly, experienced planners or by video call.
    49
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Financial Planning

    Stockton on tees
    A new and dynamic financial planning firm. Our process has been designed to help clients build, manage and protect their wealth, in a way that focuses on how they would like their life to look in the future
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Durham
    Always searching for better value and choice, clients are better informed, confident and empowered to reach their financial goals.
    34
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prism Financial Advice Ltd

    Pelton
    We offer impartial advice in all areas of financial planning. We believe planning is the key and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients needs and risk profile
    103
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • M G Shaw (Uk) Limited

    Stockton on tees
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Darlington
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    28
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Derby Wealth Management Ltd

    Hartlepool
    My clients love the easy to understand advice I provide which offers straight forward solutions to their financial planning requirements.
    39
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Shadforth
    26
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    31
    £100k+
    9.8
    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.