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
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.
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.
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
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.