Amethyst Independent Financial Advisers LLP

Independent Financial Adviser  83 Howard Street, Sunderland, Tyne and wear, SR1 3DR
First meeting at adviser's own cost
We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
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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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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Income protection insurance
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Life insurance
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Small business
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Corporate pension
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Employee benefits
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Group ISA
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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
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Malcom Butler
Partner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Keith Wilkinson DipFA
IFA

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Stephen Anderson DipFA
IFA

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Paul Richardson DipFA
Partner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Alan Dennett DipFA
Partner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Amethyst IFA's are a leading provider of Independent Financial Advice in the North East. We were established in 2001, which means we provide our customers with long-term continuity and stability both now and in the future. As qualified Pension Transfer Specialists we are authorised to advise on Defined Benefit/Final Salary pensions in addition to Personal Pensions. We offer Retirement Planning Solutions for clients close to or at the point of retirement. Whether you require Capital Growth, Income or a combination of both. Amethyst have been successfully investing monies for our clients for many years. Through a combination of tax-efficient investment and careful risk management we can advise and recommend the correct strategy for you.

Our services

We are pension planning and investment specialists able to offer advice in all types of retirement planning including Final Salary reviews and transfers, Personal Pension switches and at Retirement options.

We advise clients on investing for Growth or Income.

We personally manage the advice process from start to finish, we are friendly, easy to talk with and have an established straightforward process in place giving you confidence in your financial plans for your future.

We can travel to your home, place of work or you can meet us at our offices.

Clients refer and recommendation us on a regular basis.

Where to find us
Head office address: 83 Howard Street, North Shields, NE30 1AF
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 28th September 2020

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