Top 20 Independent Financial Advisers in Middlesbrough

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  • The Pension Planner

    Middlesbrough
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Middlesbrough, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    140
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Middlesbrough
    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
    16
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Raymond James North Shore

    Middlesbrough
    Whether your aims are to achieve growth, to generate income or to preserve your assets, we can help.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Investments
  • AFH Wealth Management LTD

    Middlesbrough
    Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
    24
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • F B W Financial Management Ltd

    Middlesbrough
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Rogers Financial Management Ltd

    Middlesbrough
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ayton-Law Financial Services

    Middlesbrough
    Our appropriately qualified advisers between them have over 80 years experience in the Financial Services Industry.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Martin Amer - True Potential Wealth Management

    Middlesbrough
    My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
    New adviser
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services Limited

    Middlesbrough
    Providing solutions to your financial needs in Workplace & Private Pensions, Savings, Investments, Protection and Estate Planning.
    24
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • C & M Life & Pensions Ltd

    Middlesbrough
    Diploma qualified advisers with in excess of 25 years experience as Independant Financial Advisers, offering personal service and advice
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Sterling Scotia Limited

    Middlesbrough
    I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
    New adviser
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Carlton Independent Financial Advisers

    Middlesbrough
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Middlesbrough
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    32
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acklam Financial Ltd

    Middlesbrough
    We provide unbiased, independent advice on the full range of financial products available on todays market.
    44
    £0+
    7.0
    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.