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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
Whitley Bay, North Tyneside, North Of Tyne
Humboldt Financial

Humboldt Financial

North shields
Initial consultation free
FCA verified
Independent
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
helped
2520
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Kingswood Group

Kingswood Group

Whitley bay
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
420
Minimum
wealth
£150k+
Meet the team
Adam Kent
Molly Bradshaw
Robert Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Paul Nathan -  Sandringham Financial Partners

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
12
Minimum
wealth
£500k+
Meet the team
Paul Nathan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Kingswood Group

Kingswood Group

North shields
Initial consultation free
FCA verified
Restricted
Molly is a Wealth Planner holding the Chartered Insurance Institute Diploma in Financial planning, with over five years of industry experience.
Clients
helped
420
Minimum
wealth
£100k+
Meet the team
Adam Kent
Molly Bradshaw
Robert Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Jobling Wealth Management

Jobling Wealth Management

North shields
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
36
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
Evelyn Partners

Evelyn Partners

North shields
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
922
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
Amethyst Independent Financial Advisers LLP

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
296
Minimum
wealth
£100k+
Meet the team
Alan Dennett
Paul Richardson
Malcolm Butler
John Wilkinson
Steve Bolam
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

North shields
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
922
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
Fairstone Group

Fairstone Group

North shields
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
14955
Minimum
wealth
£0+
Meet the team
Matthew Richardson
Jonathan Roy
Rachel Watson
Hannah Ross
Sarah Gargett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Titan Wealth Planning Limited

Titan Wealth Planning Limited

North shields
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
3489
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
Frequently Asked Questions about Financial Advisers in Whitley Bay