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

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  • Paul Nathan - Sandringham Financial Partners

    Newcastle upon tyne
    FCA verified
    I have been providing financial advice since 1994. Amongst my clients are many airline pilots. They demand the same safe pair of hands with their finances that their passengers demand of them. I advise people in retirement, or on the 'final approach'
    < 10
    £500k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Ponteland
    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
    2247
    £50k+
    Can help with
    Pensions & retirement

  • Four Rivers Financial Planning Limited

    Ponteland
    FCA verified
    At Four Rivers Financial Planning Limited, we care about your unique financial goals and guiding you towards achieving them. Our team provides trusted and tailored advice to help you make the best financial decisions.
    Recently added
    £0+
    Can help with
    Pensions & retirement
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  • 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.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Pilling Financial Ltd

    Ponteland
    FCA verified
    We help you access a clear and easy way to look at and monitor all of your financial planning in one place, and help you assess where you will be at in various stages of your life.
    260
    £0+
    Can help with
    Pensions & retirement

  • Fatgreen Wealth

    Newcastle upon tyne
    FCA verified
    Anny was an Investment Banker and CFO of a high-growth company working across Asia, America and now Yorkshire. With a background in Finance, Anny understands the importance of financial planning and the value of saving and investments.
    119
    £0+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Ponteland
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4816
    £0+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Newcastle upon tyne
    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
    2247
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Newcastle upon tyne
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11740
    £0+
    Can help with
    Pensions & retirement

  • Richardson & Associates

    Newcastle upon tyne
    FCA verified
    As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs.
    12
    £100k+
    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.

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