Advanced IFA
Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
We can advise you on
Pensions & retirement
Annuity purchase
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
SIPPs
Stakeholder
Mortgages
Buy my next home
Buy to let
Buying commercial property
Buying first home
Buying overseas
Flexible mortgages
High loan to value
Mortgage protection
Next home / Remortgaging
Right to buy
Self-employed mortgages
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
OEICs
Offshore investments
Socially responsible investments
Unit trusts
Savings
Lump sum
National savings
Regular savings
Savings for children
School fees planning
Insurance & protection
Critical illness
Income protection insurance
Life insurance
Tax & trust planning
Capital gains tax
Estate planning
Income tax
Taxation planning
Business
Corporate pension
Group income protection
Group life insurance
FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr David Newham
Managing Director Non Advising
Mr Andrew Wintrip
Independent Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Accreditations
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!
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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.
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.
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.
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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
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 *****
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.
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.
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
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
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
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
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>
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.
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EXCELLENT SERVICE and friendly staff. I will certainly continue to use this business.
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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.
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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.
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Advanced IFA have provided me with Mortgage &Retirement Advice and I am very happy with the professional nature in which they have handled things. I am happy to recommend them for all your financial needs. Testimonial on <url hidden>
We contacted Advanced IFA to discuss transferring our pension. We have to say the whole process from the initial meeting to completion was handled first class. A pity we couldn’t say that about our original pension company. Overall a great service thanks to David and his team.
I contacted David to arrange an appointment with one of his advisers to discuss retirement planning. I am very happy to say the whole process was easy to understand and my partner is now in the process of setting up a pension with Advanced.
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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)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
-
FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
Advice methods
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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.
FCA authorised
Last authorised 15th August 2022
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