North East Financial Planning Ltd.

At North East Financial Planning Ltd, we have more than 20 years of combined industry experience in Financial Services. We have both qualified and chartered financial advisers specialising in all areas of financial planning, ensuring that you have access to expert advice as and when your requirements change. 

In this time we have dealt with most situations. We take the time to understand your objectives and we listen to your needs, this allows us to tailor a bespoke experience and implement your individual plan.

If you have a family to protect, savings you want to grow, or want a better retirement, we can help.

We are specialists in pensions, retirement planning, estate and trust work, ensuring you get the most out of retirement and making sure your money goes to the right people, when you want it to. Trusts can also help to reduce or eliminate Inheritance Tax.

If you think you could benefit from some guidance, then please contact us. There is no charge for any of our initial meetings and if there are costs associated with anything we recommend, we will tell you well in advance so that you can decide if you want to proceed with us.