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Top 10 Independent (IFAs) & Restricted Financial Advisers in Wheatley Hill

Find the best FCA regulated financial advisers in Wheatley Hill. Get expert help near you with pensions, investments, retirement planning and more
Wheatley Hill, County Durham, North East England
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Thornley
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
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Sherburn village
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
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Durham
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

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
Evelyn Partners

Evelyn Partners

Durham
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

Houghton le spring
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
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Seaham
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
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
Amethyst Independent Financial Advisers LLP

Amethyst Independent Financial Advisers LLP

Seaham
FCA verified
We are a highly qualified, professional team of Independent Financial Advisers, specialising in pension, investment, insurance and mortgage advice. We have a great deal of experience in Finance, putting our clients at the heart of everything we do.
Clients
helped
290
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Glenda Hall at True Potential Wealth Management

Glenda Hall at True Potential Wealth Management

Durham
FCA verified
Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
Clients
helped
22
Minimum
wealth
£50k+
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.