Top 20 Independent Financial Advisers in Sunderland

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  • Advanced IFA

    Sunderland
    Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
    11
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Amethyst Independent Financial Advisers LLP

    Sunderland
    We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
    27
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling Scotia Limited

    Sunderland
    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
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Joslin Rhodes Pension & Retirement Planning

    Sunderland
    Independent pension advice and retirement planning for hard-working folk. Let's start planning the retirement of your dreams either by video call or in branch with one of our friendly, experienced planners.
    35
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Sunderland
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sunderland, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    51
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Sunderland
    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
    17
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Sunderland
    Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or initial chat.
    < 10
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tier One Capital

    Sunderland
    Our aim is to help clients make good decisions with their money. Not everyone’s financial advice is independent. Ours is.
    77
    £50k+
    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.