Advanced IFA Limited

Independent Financial Adviser  63 - 65 Sea Road, Sunderland, Tyne and wear, 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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Auto enrolment
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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 first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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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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Healthcare
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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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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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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 30th March 2020
Meet our advisers
Brian Mulvain
Independent Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

Andrew Wintrip (BA)Hons.DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

David Newham
Managing Director (non advising)
What our clients say
Advanced IFA have managed my financial affairs for 13 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 Advanced IFA Ltd. Owner of Matrix Technology Limited
Mike Coombs, Shepperton
I cannot speak highly enough of the team at Advanced IFA Ltd. After retiring from the police force I needed advice on all aspects of my finances and in particular investment advice. The advice I received has been excellent and I now meet regularly to make sure my plans are on track.
Mr & Mrs Frazer, South Shields
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, Fulwell, Tyne & Wear, SR6 9BW
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 30th March 2020

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