We can provide a comprehensive professional advice service offering advice on a variety of products including savings & investments, pension, mortgages and protection. We pride ourselves on finding the most cost effective solution to any problems or concerns you have. We work on a fee or commission basis. All costs will be discussed at our first meeting which is free of charge. We cover South Shields, Jarrow, Boldon, Hebburn, Sunderland & Newcastle.
At Advanced IFA Ltd we specialise in the pre and post retirement markets. Our usual clients are those looking to prepare towards their retirement and those coming up to retirement now, wishing to discuss their options. We also work with clients where they are looking for investment advice to provide capital growth, income or both. We advise on Inheritance Tax and other Tax Efficient Investments.
Having strong relationships with our clients is a major part of our business.
We always provide our 'Advice with Integrity'.
We offer Independent Mortgage Advice.
A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Tax and Estate planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
63-65 Sea Road, Sunderland, SR6 9BW
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