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

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  • Prism Financial Advice Ltd

    North shields
    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
    1510
    £50k+
    Can help with
    Pensions & retirement
  • Kevin Rowntree - Milsted Langdon Financial Planning

    Newcastle upon tyne
    FCA verified
    As a Chartered Associate of the Institute of Banking and Finance I have spent more than two decades working in financial services. Working closely with clients to resolve their financial planning issues.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Morpeth
    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
    1510
    £50k+
    Can help with
    Pensions & retirement
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  • Positive Wealth Management

    Newcastle upon tyne
    FCA verified
    First class service. Using 25 yrs experience & the best industry software to research & provide the right solutions for my clients. I only take on a small number of new clients each & focus on delivering on 1st classs service. Vouchedfor rated 4.8/5
    63
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Newcastle upon tyne
    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
    1510
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    North shields
    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
    1510
    £50k+
    Can help with
    Pensions & retirement
  • David Toner True Potential Wealth Management

    Alnwick
    FCA verified
    Trusted by clients throughout the country we have a wealth of experience in delivering solutions to people with differing objectives we provide accurate and innovative investment tools. Vouched For Top Ranked Adviser 2020 and 2019 based on client reviews.
    179
    £50k+
    Can help with
    Pensions & retirement
  • Tyne Vale Financial Services Ltd

    Hexham
    FCA verified
    Advice you can trust from people you can rely on!
    50
    £0+
    Can help with
    Pensions & retirement
  • Oliver Gibbs at Quilter Financial Advisers

    Whitley bay
    FCA verified
    I'm a friendly, supportive and professional financial planner dedicated to helping you make sensible decisions for your requirements. Together we will define your goals in the short and long term and create a bespoke plan to meet them.
    Recently added
    £0+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Seaton valley
    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
    1510
    £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.

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.