Advanced IFA

Independent Financial Adviser  63-65 Sea Road, Sunderland, SR6 9BW
First meeting at adviser's own cost
Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
David Newham
Managing Director Non Advising
Brian Mulvain
Independent Financial Adviser
Andrew Wintrip
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
What our clients say
EXCELLENT & PROFESSIONAL SERVICE - 5 STARS Advanced IFA have managed my financial affairs for 12 years and I couldn`t be happier with their professionalism and advice. A couple of years ago, I decided start withdrawing income from my private pension. Andrew worked with me on a full financial analysis of my requirements then explained the various options I had for ensuring I had the right solution. Superb! Testimonial is on <url hidden>
MR Coombs, Matrix Technology Limited
Following very good advice our lives were made so much more comfortable following successful claims on an income protection policy when I had an accident after falling off my motorbike and later a successful claim on a critical illness policy. We could not be happier with the service we have had from our financial advisers.
Mr & Mrs Lund, Sunderland
I have been dealing with David and his team at Advanced IFA for over 10 years and I have recommended them to many other Friends and family.
Minchella Family, Cleadon Village
Over the past 15 years Advanced IFA has advised me, provided guidance for me and organised matters such as my remortgage and also setting up my private pension needed when changing profession. The team have up to date knowledge and many years of experience, and deliver to a high standard every time. Often I think people feel scared of engaging with a financial adviser thinking that it's going to cost them a fortune. The first appointment with Advanced IFA is free and from then on you are in the driving seat with regards to what happens next. No pressure to take any products. Only friendly and professional advice. Highly recommend. Testimonial is on <url hidden> to view
Mrs F Clark, Boldon
We have been going through advanced Ifa for 6 years now for our mortgage reviews,and always get us an honest and great deal.brian is so helpful and takes time to explain all offers..wouldn’t go anywhere else
Miss A Sarson, Boldon
We have used David and his team at Advanced IFA Ltd for over 10 years for Retirement, Mortgage, Life Insurance advice. Andrew is now helping us plan our retirement and has made the process easy to understand. We couldn't be happier at the ongoing service we receive. Five Star Service *****
Mr S Woolston, Washington
Excellent service throughout! From purchasing our first home a few year ago to now purchasing our second has been super easy with the help and advice from Brian. Would highly recommend.
Miss G Blenkinsop, Sunderland
Myself & my boyfriend used Brian the mortgage advisor at Advanced IFA. As first time buyers we went in a little clueless but Brian talked us through the process very thoroughly and was very great throughout. He successfully found us a mortgage provider and took care of a lot of the admin work meaning we didn’t have to worry about it. Would definitely recommend! Testimonial left on Advanced IFA Google Page
Miss H Parker, Boldon
I found the staff very helpful and nothing seems to be a problem. We always feel welcome and they give a professional service. They now look after my sons pensions after our recommendation. Testimonial left on Advanced IFA Google Page.
Mr Thompson, Sunderland
The professionalism and knowledge of the personnel working for this business is outstanding. I could not have wanted for anything more. Nothing was of any trouble and they always seem to want to go the extra mile to ensure all my needs and more were / are met. Thank you 😊 Testimonial left on Advanced IFA Google Page
Mr Lawson, Whitburn
Advanced IFA have provided a First Class Service professionally done. I have recommended lots of friends for financial advice and we are all happy. Review left on Advanced IFA Google Page
Mr Cummings, Sunderland
Following various discussions with Dave Newham 5 years ago I have now referred my parents and friends to Advanced IFA Ltd. We are all very happy with the service and advice we receive. I’m 100% happy to recommend David and his team. Testimonial on Advanced IFA Google Page
Mr C Gardner, Sunderland
I have had several meetings and dealings with Brian of Advanced IFA Ltd and I am happy to recommend this company .Excellent Service provided when organizing my mortgage. Tetimonial on <url hidden>
Mr G Harper, Boldon
Been dealing with these good people for several years. They've always provided trustworthy, comprehensive and professional service coupled with excellent people skills.I have recommended them to many friends who have always found the same experience. Testimonial on <url hidden>
Mr & Mrs Frazer, South Shields
EXCELLENT SERVICE and friendly staff. I will certainly continue to use this business. Testimonial on <url hidden>
CliveB -2022, South Shields
Excellent Relaxed Team Advanced IFA have helped me on numerous occasions. I often recommend friends and family to them. I needed some pension advice as apparently I'm not as young as I once was, who knew............ David put me in touch with Brian and his team. I am really happy with the relaxed friendly process they explained all my options. 5* you guys are mint. Testimonial on <url hidden>
MarkFinch-783, Fulwell, Sunderland
EXCELLENT SERVICE FROM THE BEST IN THE FIELD! I wanted to see a financial adviser for years put it off for many reasons. The main one being fear at confronting my financial affairs, even though I knew I had nothing to worry about. I should not have put it off and I couldn't be happier with the help and friendly welcome that always awaits at Advanced IFA. Nowadays, instead of fear I actually look forward to appointments. I wouldn't hesitate to recommend Advanced IFA to any friends and family. Testimonial on <url hidden>
Gail Elliott, Seaburn, Sunderland
About us

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.

Our services

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.

Where to find us
Head office address: 63-65 Sea Road, Sunderland, SR6 9BW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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