Find an Independent or Restricted Financial Adviser

We’re independent, friendly and local, helping people like you, who want to plan for their retirement. So if you live in Chester Le Street, Washington, Durham, Stanley, Consett, Hexham, Wickham, Prudhoe or the surrounding areas, we’re the firm for you.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

We provide a free update & advice service to help you understand your plans.

My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.

Wealth management built around you - from one of the world's strongest banks.

I provide holistic financial advice and by taking the appropriate time to get to know each clients’ circumstances, I am able to develop tailored and personalised plans. Contact me for a no obligation chat and let's get your finances on the right track!

For advice on Pensions, Retirement Planning, Inheritance Tax Planning (IHT), Wealth Managment, Long Term Care, Equity Release, Life Cover ( Protection) and Mortgages.

I am proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.