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

Find the best FCA regulated financial advisers in Wallsend. Get expert help near you with pensions, investments, retirement planning and more
Wallsend, North Tyneside, North Of Tyne
Evelyn Partners

Evelyn Partners

Hebburn
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
1102
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
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
44
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
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Wallsend
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
3637
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
Kevin Rowntree - Milsted Langdon Financial Planning

Kevin Rowntree - Milsted Langdon Financial Planning

Newcastle upon tyne
Initial consultation free
FCA verified
Independent
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.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
K
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Fairstone Group

Fairstone Group

Newcastle upon tyne
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Jonathan Roy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Kingswood Group

Kingswood Group

Hebburn
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
422
Minimum
wealth
£50k+
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
and 1 more matches
RBC Brewin Dolphin

RBC Brewin Dolphin

Gateshead
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
22
Minimum
wealth
£250k+
Meet the team
C
D
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
M&G Advice

M&G Advice

Hebburn
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
2292
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Claire-Anne Hughes

Claire-Anne Hughes

Hebburn
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, I provide clear, straightforward advice on retirement planning, pensions, and long-term financial security. Clients value my down-to-earth friendly approach and advice that’s easy to understand and tailored to their needs
Clients
helped
28
Minimum
wealth
£50k+
Meet the team
Claire-Anne Hughes
Can help with
Pensions & retirement
Financial planning
Business
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
1102
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 Wallsend