Top 10 Independent (IFAs) & Restricted Financial Advisers in Whitley Bay
Find the best FCA regulated financial advisers in Whitley Bay. Get expert help near you with pensions, investments, retirement planning and more

Molly is a Wealth Planner holding the Chartered Insurance Institute Diploma in Financial planning, with over five years of industry experience.
Clients
helped
helped
421
Minimum
wealth
wealth
£100k+
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
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3552
Minimum
wealth
wealth
£50k+
Meet the team
D
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+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
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helped
2548
Minimum
wealth
wealth
£50k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business

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
helped
41
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

Scott Macalister (2Plan Wealth Management)
North shields
Initial consultation free
FCA verified
Independent
Simple, straightforward and jargon free advice. First meeting is free with no obligation.
Clients
helped
helped
208
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Quay Life Wealth Management have been providing financial advice for over four years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
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helped
Recently added
Minimum
wealth
wealth
£20k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Paul Nathan - Sandringham Financial Partners
North shields
Initial consultation free
FCA verified
Independent
We have been providing financial advice since 1994. Many of our clients are airline pilots.
They demand the same safe pair of hands with their finances that their passengers demand of them.
We advise people in retirement, or on the 'final approach'
Clients
helped
helped
12
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Amethyst Independent Financial Advisers LLP
Whitley bay
Initial consultation free
FCA verified
Independent
We are a highly qualified, professional team of Independent Financial Advisers, specialising in pension, investment, insurance and mortgage advice. We have a great deal of experience in Finance, putting our clients at the heart of everything we do.
Clients
helped
helped
296
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

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
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helped
15109
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

"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
996
Minimum
wealth
wealth
£500k+
Meet the team
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+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 Whitley Bay