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

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  • Chris Philcox - True Potential Wealth Management

    Thornaby
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    277
    £100k+
    Can help with
    Pensions & retirement

  • Active Financial Planners Ltd

    Thornaby
    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.
    53
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Ingleby barwick
    FCA verified
    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.
    27024
    £100k+
    Can help with
    Pensions & retirement
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  • Humboldt Financial

    Middlesbrough
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4909
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Thornaby
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1580
    £50k+
    Can help with
    Pensions & retirement

  • Prismatic Wealth Limited

    Stockton on tees
    FCA verified
    We pride ourselves in helping clients achieve their financial goals. If you are looking for an adviser to cut through the jargon and help you get to where you want to be, get in touch with us.
    27
    £150k+
    Can help with
    Pensions & retirement

  • Abacus Associates Financial Services Limited

    Middlesbrough
    FCA verified
    Providing solutions to your financial needs in Workplace & Private Pensions, Savings, Investments, Protection and Estate Planning.
    25
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Middlesbrough
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1580
    £50k+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Middlesbrough
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    84
    £100k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Middlesbrough
    FCA verified
    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. We aim to make your retirement as simple as possible!
    5273
    £100k+
    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.

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.