Advanced IFA Limited

Independent Financial Adviser 63 - 65 Sea Road, Fulwell, Tyne & Wear, SR6 9BW
First meeting at adviser's own cost
Response rating
FCA verified
20th August 2018
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
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • 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
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Long term care
Meet our advisers
Andrew Wintrip (BA)Hons.DipPFS
Independent Financial Adviser
Brian Mulvain
Independent Financial Adviser
David Newham
Managing Director (non advising)
What our clients say
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
Advanced IFA Limited have given me financial advice for 8 years and David for 18 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
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
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, 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.

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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