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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
Quilter Cheviot Financial Planning (Cumbria & Scotland)

Quilter Cheviot Financial Planning (Cumbria & Scotland)

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped
309
Minimum
wealth
£250k+
Meet the team
Neil Keith Winstanley
David Hartness
Darren Service
Philip Dhillon
Oliver Smith
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Quilter Financial Advisers – Emma Prince

Quilter Financial Advisers – Emma Prince

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
180
Minimum
wealth
£50k+
Meet the team
Emma Prince
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
M&G Advice

M&G Advice

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2248
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
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
3565
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
Jobling Wealth Management

Jobling Wealth Management

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
Joe has been providing financial advice for over 20 years. Jobling Wealth Management Ltd provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
41
Minimum
wealth
£150k+
Meet the team
Joe Jobling
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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
112
Minimum
wealth
£150k+
Meet the team
john peacock
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
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
1017
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
Paul Nathan -  Sandringham Financial Partners

Paul Nathan - Sandringham Financial Partners

Newcastle upon tyne
Initial consultation free
FCA verified
Independent
We have been providing financial advice since 1994. Many of our clients are airline pilots. They demand the same safe pair of hands with their finances that their passengers demand of them. We advise people in retirement, or on the 'final approach'
Clients
helped
12
Minimum
wealth
£500k+
Meet the team
Paul Nathan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Kingswood Group

Kingswood Group

Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
Robert is a Chartered Wealth Planner at Kingswood Group and a Chartered Associate of The London Foundation for Banking & Finance.
Clients
helped
421
Minimum
wealth
£150k+
Meet the team
Robert Dixon
Adam Kent
Molly Bradshaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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
1017
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
Frequently Asked Questions about Financial Advisers in Newcastle Upon Tyne