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
FCA verified
12th August 2019
Friendly professional advisers providing Independent Financial Advice and a First Class Service in an easy to understand way.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
    • 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 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

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    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
Compliance

Advanced IFA limited is an appointed representative of Tenet Connect Services Limited, which is authorised and regulated by the Financial Conduct Authority. Tenet Connect Services Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 150643.

Registered in England and Wales under reference 05080099

Registered office address: 63-65 Sea Road, Fulwell, Tyne & Wear, SR6 9BW

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