Response rating
7.0/10
FCA verified
23rd May 2017

Advanced IFA Limited

Independent Financial Adviser 63/65, Sea Road, Fulwell, 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
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Wealth management
    • Sharia finance
    • Long term care
Meet our advisers
adviser-person
David Newham
Director
adviser-person
Brian Mulvain
Independent Financial Adviser
adviser-person
Andrew Wintrip (BA)Hons.DipPFS
What our clients say
Advanced IFA have managed my financial affairs for 10 years or more and I couldn`t be happier with their professionalism and advice. Whenever I need information I can rely on Dave and his team to provide it especially with legislation changes. I would have no hesitation in recommending Dave and Advanced IFA Ltd. Owner of Matrix Technology Limited
Mike Coombs, Shepperton
Advanced IFA Limited have given me financial advice for 8 years and David for 7 years previous whilst working at Aviva. I am pleased to say my savings & investments are always reviewed through the markets good and bad times. My mortgage and life insurance is also always reviewed to make sure I am not paying more than required. I have even met with an Estate Planner recommended by David and he has arranged my Will and Power of Attorney.I have already recommended Advanced IFA to friends and family.
Dave James, Boldon
Following very good advice from David Newham and his team 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 xxxxxx, Sunderland
Where to find us
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, Hebburn, Boldon, Whitburn, 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0

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