Top 10 Independent (IFAs) & Restricted Financial Advisers in Whitley Bay

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  • Alex Newell at Sandringham Financial Partners

    Seaton valley
    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
  • Fairstone Group

    Whitley bay
    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.
    11731
    £0+
    Can help with
    Pensions & retirement
  • Alex Newell at Sandringham Financial Partners

    North shields
    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
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  • Fairstone Group

    North shields
    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.
    11731
    £0+
    Can help with
    Pensions & retirement
  • Continuum ltd

    Whitley bay
    FCA verified
    Friendly, local, experienced independent adviser; providing unbiased financial planning, in a clear and easy to understand way.
    103
    £0+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    North shields
    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
    2241
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    North shields
    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
    2241
    £50k+
    Can help with
    Pensions & retirement
  • Stacey Arcus FPFS - Quilter Financial Advisers

    North shields
    FCA verified
    Chartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2024, 2023, 2022 and 2021’ as featured in The Times!
    60
    £50k+
    Can help with
    Pensions & retirement
  • RetireInvest Limited

    North shields
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    23
    £50k+
    Can help with
    Pensions & retirement
  • Scott Macalister (2Plan Wealth Management)

    North shields
    FCA verified
    Simple, straightforward and jargon free advice. First meeting is free with no obligation.
    198
    £50k+
    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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