Top 10 Independent (IFAs) & Restricted Financial Advisers in Middlesbrough

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  • Humboldt Financial

    Middlesbrough
    FCA verified
    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.
    5103
    £50k+
    Can help with
    Pensions & retirement
  • Acumen Investment and Pension Solutions

    Middlesbrough
    FCA verified
    We are totally independent, which means we are not tied or restricted to use any particular provider or product.
    150
    £50k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Middlesbrough
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4270
    £0+
    Can help with
    Pensions & retirement
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  • The Pension Planner

    Middlesbrough
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Middlesbrough helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5282
    £100k+
    Can help with
    Pensions & retirement
  • Abacus Associates Financial Services Limited

    Middlesbrough
    FCA verified
    Providing solutions to your financial needs in Workplace & Private Pensions, Savings, Investments, Protection and Estate Planning.
    25
    £50k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Middlesbrough
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    271
    £100k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Middlesbrough
    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
    1660
    £50k+
    Can help with
    Pensions & retirement
  • Steve Harris at True Potential Wealth Management

    Middlesbrough
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    92
    £100k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Middlesbrough
    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
    1660
    £50k+
    Can help with
    Pensions & retirement
  • Broadgate Wealth Client Servicing LLP

    Billingham
    FCA verified
    We are an experienced team of Independent Financial Advisers providing financial advice to individuals and businesses across the North East and Yorkshire.
    29
    £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.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.