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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
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Saltus Partners LLP

Saltus Partners LLP

North Shields
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
60
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
1522
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
310
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
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
16010
Minimum
wealth
£0+
Meet the team
Matthew Richardson
Jonathan Roy
Rachel Watson
Hannah Ross
Sarah Gargett
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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
1522
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
Scott Macalister (2Plan Wealth Management)

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
213
Minimum
wealth
£50k+
Meet the team
Scott Macalister
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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
425
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
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
2688
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
Saltus Partners LLP

Saltus Partners LLP

Whitley Bay
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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Frequently Asked Questions about Financial Advisers in Whitley Bay