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

I need advice on
Total assets
My postcode
First meeting is free
  • Prism Financial Advice Ltd

    Thornaby
    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
    1452
    £50k+
    Can help with
    Pensions & retirement
  • M G Shaw (Uk) Limited

    Stockton on tees
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Thornaby
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    263
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Retirement Solutions (UK) Ltd

    Billingham
    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.
    3962
    £0+
    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
  • 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.
    4566
    £50k+
    Can help with
    Pensions & retirement
  • Azets Wealth Management

    Billingham
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    210
    £50k+
    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
    1452
    £50k+
    Can help with
    Pensions & retirement
  • 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!
    5261
    £100k+
    Can help with
    Pensions & retirement
  • Active Financial Planners Ltd

    Thornaby
    FCA verified
    As Chartered Financial Planners we advise out clients on how best to meet their short term and long term goals. This includes Tax Planning, ISA, Investments, Pensions, Insurance Protection and Financial Planning.
    53
    £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.