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

"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
1093
Minimum
wealth
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

We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sheffield helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
helped
5713
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Business

Northern Star Wealth Management Ltd
Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
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
74
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business

Northern Star Wealth Management Ltd
Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
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
74
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business

John Peacock at True Potential Wealth Management
Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
Clients
helped
helped
113
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

Quilter Financial Advisers – Emma Prince
Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
I'm a friendly, supportive and professional financial planner dedicated to helping you make sensible decisions for your requirements. Together we will define your goals in the short and long term and create a bespoke plan to meet them.
Clients
helped
helped
184
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

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
3619
Minimum
wealth
wealth
£50k+
Meet the team
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

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
3619
Minimum
wealth
wealth
£50k+
Meet the team
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

John Peacock at True Potential Wealth Management
Newcastle upon tyne
Initial consultation free
FCA verified
Restricted
Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
Clients
helped
helped
113
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

You’ve worked hard for your money – now make sure it’s working hard for you.
Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
helped
108
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Newcastle Upon Tyne