Advanced IFA Limited

Independent Financial Adviser 63 - 65 Sea Road, Fulwell, Tyne & Wear, SR6 9BW

First meeting at adviser's own cost

Response rating

7.0 /10

11th November 2019

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
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Brian Mulvain

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

AF3 - Pension Planning (CII)

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

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

AF4 - Investment Planning (CII)

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

AF8 - Retirement income planning (CII)

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

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

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

CF4 - Retirement Planning (CII)

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

R03 - Personal Taxation (CII)

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.

R06 - Financial Planning Practice (CII)

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

AF3 - Pension Planning (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

R04 - Pensions and Retirement Planning (CII)

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

CF6 - Certificate in Mortgage Advice (CII)

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.

CF3 - Financial Protection (CII)

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

Diploma In Financial Planning (CII)

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

Where to find us

63 - 65 Sea Road, Fulwell, Tyne & Wear, SR6 9BW

Make an enquiry

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.

Compliance

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

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
Business
- Employee benefits
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£50,000

Minimum mortgage value

£0

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Contact options

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