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Top 10 Independent (IFAs) & Restricted Financial Advisers in Mordon

Find the best FCA regulated financial advisers in Mordon. Get expert help near you with pensions, investments, retirement planning and more
Mordon, County Durham, North East
nt

North Trail Financial Planning Limited

Sedgefield
FCA verified
We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of M&G plc.
Clients
helped
34
Minimum
wealth
£0+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Sedgefield
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Great aycliffe
FCA verified
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3357
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Great aycliffe
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Great aycliffe
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Elwick
FCA verified
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Verso Wealth Management

Verso Wealth Management

Grindon
FCA verified
Our business is driven by people, and we are growing fast. Meet our professional, client-facing teams and industry experts.
Clients
helped
< 10
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Claire-Anne Hughes

Claire-Anne Hughes

Spennymoor
FCA verified
As a Chartered Financial Planner, I provide clear, straightforward advice on retirement planning, pensions, and long-term financial security. Clients value my down-to-earth friendly approach and advice that’s easy to understand and tailored to their needs
Clients
helped
17
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Active Financial Planners Ltd

Active Financial Planners Ltd

Grindon
FCA verified
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.
Clients
helped
82
Minimum
wealth
£50k+
Can help with
Pensions & retirement
My Pension Expert

My Pension Expert

Spennymoor
FCA verified
We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
653
Minimum
wealth
£0+
Can help with
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.

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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.