Top 10 Independent (IFAs) & Restricted Financial Advisers in Northumberland

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  • David Toner True Potential Wealth Management

    Alnwick
    FCA verified
    Trusted by clients throughout the country we have a wealth of experience in delivering solutions to people with differing objectives we provide accurate and innovative investment tools. Vouched For Top Ranked Adviser 2020 and 2019 based on client reviews.
    182
    £50k+
    Can help with
    Pensions & retirement

  • Halcyon Wealth Management Ltd

    Corbridge
    FCA verified
    Halcyon Wealth Management Ltd provide investment and retirement planning advice along with an ongoing servicing proposition.
    20
    £0+
    Can help with
    Pensions & retirement

  • Stacey Arcus FPFS - Quilter Financial Advisers

    West bedlington
    FCA verified
    Chartered Financial Planner & Pension Transfer Specialist. Fellow of the Personal Finance Society. ‘Top Rated Adviser 2024, 2023, 2022 and 2021’ as featured in The Times!
    53
    £50k+
    Can help with
    Pensions & retirement
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  • Atomos Financial Planning Limited

    Newcastle upon tyne
    FCA verified
    We’re atomos and we’re here to make your dreams and financial ambitions a reality.
    88
    £250k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Newcastle upon tyne
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1731
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    North shields
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5105
    £50k+
    Can help with
    Pensions & retirement

  • Pilling Financial Ltd

    Morpeth
    FCA verified
    We help you access a clear and easy way to look at and monitor all of your financial planning in one place, and help you assess where you will be at in various stages of your life.
    247
    £0+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Wallsend
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4275
    £0+
    Can help with
    Pensions & retirement

  • Quilter Financial Advisers – Emma Prince

    Newcastle upon tyne
    FCA verified
    I'm a friendly, supportive and professional financial planner dedicated to helping you make sensible decisions for your requirements. Together we will define your goals in the short and long term and create a bespoke plan to meet them.
    118
    £50k+
    Can help with
    Pensions & retirement

  • Azets Wealth Management

    Newcastle upon tyne
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    219
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.