Prism Financial Advice Ltd

Independent Prism House, Prism House Unit 13, Keel Row, Gateshead, Tyne & Wear, NE11 9SZ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Steven Coyles BA (Hons)
Associate Director
adviser-person
Michael Smith DipPFS
Director
adviser-person
Simon Dixon APFS
Financial Adviser
adviser-person
John Pilkington
Financial Adviser
adviser-person
Neil McGann MSFA
Director
adviser-person
David Rounsfell BA (Hons)
Mortgage Adviser
adviser-person
Stephen Price Dip PFS
Managing Director
adviser-person
Paul Mitchell
Associate Director
Accreditations
Chartered Financial Planner
Where to find us

Prism House, Prism House Unit 13, Keel Row, Gateshead, Tyne & Wear, NE11 9SZ

Make an enquiry
About us

Prism Financial Advice Limited are Independent Financial Advisers with many years experience of advising both private and corporate clients on a wide range of financial planning issues. Our knowledge of the financial marketplace is extensive with all our advisers achieving qualifications in the higher level "Advanced Financial Planning Certificate". We understand that each client's circumstances are unique. Getting to know you and understanding your financial goals and ambitions is central to the way we work. Experience has shown us that working together in this way is crucial to developing a tailored solution. Over the years we have built a strong reputation for sound quality advice which has resulted in us being employed as approved advisers to an increasing number of FTSE 100 companies together with many smaller organisations all wishing to provide tangible support to their employees

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0