TB Patterson Associates

Independent Financial Adviser  Eshwood Hall, Durham, Co. Durham, DH7 7HG
First meeting at adviser's own cost
Providing friendly, personal and independent advice to individuals and small businesses, covering Pensions, Investments, Protection, Mortgages and Autoenrolment.
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR Jamie Stuart Dip FA
Independent Financial Adviser

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

TB Patterson Associates have been providing independent financial advice since 1976. We have over 60 years combined experience in the financial services industry. We are dedicated to providing unbiased and independent face-to-face financial advice. We have a fully qualified financial adviser, on hand to provide, and tailor financial advice to meet your needs. While most of our clients are in Newcastle, Sunderland, Durham, Northumberland and Teeside, we also have clients in London, Cumbria, Yorkshire, Kent, Wales and as far a field as New Zealand and South Africa.

Where to find us
Head office address: Eshwood Hall, New Brancepeth, Durham, Co. Durham, DH7 7HG
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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