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
Global Wealth Management
Newcastle upon tyne
FCA verified
Global Wealth Management Ltd have been providing financial advice for over 15 years. We provide financial advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
helped
52
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Titan Wealth Planning Limited
Newcastle upon tyne
FCA verified
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
helped
3384
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
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
helped
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Fairstone Group
Newcastle upon tyne
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
helped
14562
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Titan Wealth Planning Limited
Newcastle upon tyne
FCA verified
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
helped
3384
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
John Peacock at True Potential Wealth Management
Newcastle upon tyne
FCA verified
Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
Clients
helped
helped
110
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Titan Wealth Planning Limited
Newcastle upon tyne
FCA verified
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
helped
3384
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Kingswood Group
Newcastle upon tyne
FCA verified
Robert is a Chartered Wealth Planner at Kingswood Group and a Chartered Associate of The London Foundation for Banking & Finance.
Clients
helped
helped
404
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Headway Wealth Ltd
Newcastle upon tyne
FCA verified
We offer independent, personalised financial advice based entirely around your needs. From our very first conversation, we’re here to help you realise your hopes and dreams.
Let’s make Headway together.
Clients
helped
helped
173
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Titan Wealth Planning Limited
Newcastle upon tyne
FCA verified
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
helped
3384
Minimum
wealth
wealth
£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.