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Top 10 Independent (IFAs) & Restricted Financial Advisers in North East

Find the best FCA regulated financial advisers in North East. Get expert help near you with pensions, investments, retirement planning and more
North East
Halcyon Wealth Management Ltd

Halcyon Wealth Management Ltd

Corbridge
FCA verified
Halcyon Wealth Management Ltd provide investment and retirement planning advice along with an ongoing servicing proposition.
Clients
helped
20
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Kingswood Group

Kingswood Group

Whitley bay
FCA verified
Robert is a Chartered Wealth Planner at Kingswood Group and a Chartered Associate of The London Foundation for Banking & Finance.
Clients
helped
404
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Fairstone Group

Fairstone Group

Spennymoor
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14562
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Alex Newell at Sandringham Financial Partners

Alex Newell at Sandringham Financial Partners

Newcastle upon tyne
FCA verified
Independent Financial Adviser with Sandringham Financial Partners. Helping clients achieve their financial goals and establish long standing relationships built on trust and value.
Clients
helped
26
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Newcastle upon tyne
FCA verified
"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
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Fairstone Group

Fairstone Group

Seaton valley
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14562
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Kingswood Group

Kingswood Group

North shields
FCA verified
Molly is a Wealth Planner holding the Chartered Insurance Institute Diploma in Financial planning, with over five years of industry experience.
Clients
helped
404
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Verso Wealth Management

Verso Wealth Management

Sunderland
FCA verified
Our business is driven by people, and we are growing fast. Meet our professional, client-facing teams and industry experts.
Clients
helped
10
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
R Blakey - True Potential Wealth Management

R Blakey - True Potential Wealth Management

Consett
FCA verified
We are Reece and Ray Blakey, a father and son team based near Houghton Le Spring. We pride ourselves on our complete honestly and our ability to take the complex and explain it in a simply, easy to understand way.
Clients
helped
169
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Hilton
FCA verified
"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
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
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.