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

I need advice on
Total assets
My postcode
First meeting is free

  • Mfs Limited

    Washington
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Andrew Patterson IFA (Positive Solutions)

    Gateshead
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Prism Financial Advice Ltd

    Houghton le spring
    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
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Amethyst Independent Financial Advisers LLP

    Sunderland
    FCA verified
    We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
    191
    £100k+
    Can help with
    Pensions & retirement

  • Mitchells (Financial Services)

    Washington
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Martin Amer - True Potential Wealth Management

    Sunderland
    FCA verified
    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.
    65
    £150k+
    Can help with
    Pensions & retirement

  • John Wright at True Potential LLP

    Sunderland
    FCA verified
    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
    474
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Washington
    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.
    4910
    £50k+
    Can help with
    Pensions & retirement

  • Grainger Financial Planning

    Sunderland
    FCA verified
    Our aim is to give you quality advice and a first class service in an easy to understand way.
    10
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Sunderland
    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

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.