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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

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
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
425
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
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
RBC Brewin Dolphin

RBC Brewin Dolphin

Whitley Bay
Initial consultation free
FCA verified
Restricted
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
100
Minimum
wealth
£500k+
Meet the team
C
D
O
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Alex Newell at Sandringham Financial Partners

Alex Newell at Sandringham Financial Partners

Seaton Valley
Initial consultation free
FCA verified
Independent
Independent Financial Adviser with Sandringham Financial Partners. Helping clients achieve their financial goals and establish long standing relationships built on trust and value.
Clients
helped
30
Minimum
wealth
£100k+
Meet the team
Alex Newell
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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
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
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
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
Laurel North

Laurel North

Whitley Bay
Initial consultation free
FCA verified
Independent
Friendly, local, experienced independent adviser; providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
130
Minimum
wealth
£50k+
Meet the team
Stephanie McClarence
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
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Frequently Asked Questions about Financial Advisers in Whitley Bay