Response rating
7.0/10
FCA verified
24th April 2017

Advanced IFA

Independent Financial Adviser 2 Prestwick Close,, Tyne and Wear,, Washington,, NE37 2LP
First meeting at adviser's own cost
We listen to your needs, and formulate a plan, which enables us to offer you clear and appropriate financial advice.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Remortgage
    • Residential
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Group pensions
    • Long term care
Meet our advisers
Andrew Wintrip BA(Hons) DipPFS
Independent Financial Adviser
Where to find us
About us

By being independent from the large companies that dominate our industry we can seek the best value for our clients.

Furthermore this independence is essential for us to provide a tailored service that is most appropriate to the requirements of clients with much more complex financial situations.

Advanced IFA provides truly independent, and whole of market financial advice, specialising in Pension and Investment arrangements.

From our local office in Sunderland we seek to provide a welcoming point of contact to everyone who requires our assistance.

For more details on the services that we provide please visit our website or feel free to contact us at our office.

We started in 2004 in Sunderland and East Boldon, but offering advice to clients across the North East. In November 2008 Advanced IFA acquired “Lifelong Financial” which was based in Whitley Bay and in October 2010 Advanced IFA took over the long established firm “The Mortgage Centre Sunderland”.

We use the Tenet Connect network to provide business and regulatory support. Tenet Group Limited is majority owned by the following institutions; AEGON UK Distribution Holdings Ltd , Aviva Life & Pensions UK Limited, Friends Provident Life & Pensions Ltd and Standard Life.

Our services

Pension and Investment specialists. Advanced IFA Ltd is a firm of financial advisers based in Fulwell, Sunderland, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

Our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Advanced IFA Ltd is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority.TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Email communications are not secure and for this reason Advanced IFA Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.

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