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Top 10 Independent (IFAs) & Restricted Financial Advisers in Newcastle Upon Tyne

Find the best FCA regulated financial advisers in Newcastle Upon Tyne. Get expert help near you with pensions, investments, retirement planning and more
Newcastle Upon Tyne, North Of Tyne
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Newcastle upon tyne
Initial consultation free
FCA verified
Independent
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
3641
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
John Peacock at True Potential Wealth Management

John Peacock at True Potential Wealth Management

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
Clients
helped
113
Minimum
wealth
£150k+
Meet the team
john peacock
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Every Step Financial Services

Every Step Financial Services

Newcastle upon tyne
Initial consultation free
FCA verified
Independent
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
710
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
Headway Wealth Ltd

Headway Wealth Ltd

Newcastle upon tyne
Initial consultation free
FCA verified
Independent
We offer independent, personalised financial advice based entirely around your needs. From our very first conversation, we’re here to help you realise your hopes and dreams. Let’s make Headway together.
Clients
helped
185
Minimum
wealth
£50k+
Meet the team
Martin Redford-Forrester
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 1 more matches
Octopus Money

Octopus Money

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
109
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Newcastle upon tyne
Initial consultation free
FCA verified
Independent
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
3641
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
RBC Brewin Dolphin

RBC Brewin Dolphin

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
26
Minimum
wealth
£250k+
Meet the team
C
D
O
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Evelyn Partners

Evelyn Partners

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
"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
1104
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Evelyn Partners

Evelyn Partners

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
"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
1104
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Newcastle upon tyne
Initial consultation free
FCA verified
Independent
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
3641
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Newcastle Upon Tyne