A financial planning company at the Mandale Business Park in Belmont, Durham. Wealth of Advice offers solutions across a vast range of services, from retirement planning to mortgage advice. We offerguidance across the North East, serving the needs of clients in County Durham, Tyneside, Teesside and Northumberland, as well as further afield. We believe in providing our clients with the best possible financial advice, tailored to their situation and lifestyle. It’s not just about selling a product or a service – it has to be right for them.
Tait Walker have demonstrated a high level of client service throughout our Automatic Enrolment process. They have been very flexible and demonstrated real value for money. We are an independent,award winning accountancy practice. Our specialist team provides large corporates, owner managed businesses and individuals with a complete set of accountancy and advisory services. Find out more about who we are and what we do.
Wise Financial Consulting has over 20 years of experience in the financial sector and has a number of professional connections who are happy to recommend us. We were established specifically becausewe believed that people were simply becoming account numbers and sort codes and that personal service and pride had gone from the financial sector.
The company was formed by Neil White and Simon Atkinson in January 2007 with the aim of getting back to the basic principles of Financial Services, namely to provide good quality independent financialadvice to clients in a personable and friendly manner. In our dealings with clients we try to avoid the use of jargon and express our advice and recommendations in plain English as far as that is possible.
In our opinion, a sound financial future is more than important, it's crucial. Because it not only holds your own personal long-term security, but that of your entire family. This is why the decisionsyou make today could be so critical. And why they could have the greatest impact on meeting your financial needs in the years and decades ahead. Financial planning can not only look to solve near-term problems but provide a map to guide you through your future decisions.
Your home may be repossessed if you do not keep up repayments on your mortgage. For mortgages we can be remunerated by either commission or a fee. If paying purely by fee this is typically £495and any commission received from the lender can be offset against this. Getting the right advice means speaking to the right people.
Fari Serajian DipFA, CertPFS, CeMAP, MDRT is the Managing Director of Financial Dimension UK Ltd; a family business, and has worked in the financial services industry since 1985. He is a Member of TheInstitute of Financial Services by Certificate (DipFA), has the Certificate in Mortgage Advice and Practice (CeMAP), and is a member of the Million Dollar Round Table (the Premier Association of Financial Professionals). Fari specialises in advising corporate and high net worth clients.
Para-Sols was established in June 2009 when the founder, Cathi Harrison, decided to set up a bespoke paraplanning service. From the outset the firm has supported forward thinking financial plannerswho recognise the benefits of outsourcing to profitably grow their businesses. Today Para-Sols employs a focused team, working from offices in Darlington and Leeds, supporting the need of advisers and planners across the UK.
Eildon Management & Finance is a boutique accounting and business consulting practice to private business owner/managers. Eildon Management provides business consulting and non-executive services.Eildon Finance provides managed accounting and taxation advisory services to Eildon Management clients and high net worth individuals.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andfor businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
Eldon Financial Planning Limited is a Chartered and Accredited firm set up in 2002 by three like minded Directors aspiring to become the North East's premier fee based personal Financial Planningpractice. Owen retired in 2010, leaving Tony & Joss ably supported by an expert young team. We are proud to be multi award winning, and we remain Independent Financial Advisers. Our office is easy to get to, you can park right outside and there's plenty of hot coffee!
We are a firm of Independent Financial Advisers based in Darlington, County Durham and have been advising our clients on their financial needs for over 15 years. We travel to visit clients in thecomfort of their own home, all over the northeast of England. We have clients as far north as Newcastle, and as far south as Melmerby in North Yorkshire. The majority reside in Darlington, Billingham, Hartlepool and the surrounding areas.
At David Rafferty & Co, we are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action:proactive, professional and committed to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you.
We are a small dedicated team of Financial Advisers who work to develop long term relationships with our clients across Peterlee, Seaham, County Durham. We offer financial advice in areas such as:Mortgages, Life Assurance and Insurances. We ensure our clients financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance, however small.
Ashcroft Financial Solutions Limited was initially set up in 2001 by Linton Henfrey and Trevor Pinder, both of whom previously worked for a large national insurance company. They now have a total of53 years' industry experience. Their office is conveniently located in the centre of Bishop Auckland - 'Land of the Prince Bishops'. There are ample car parking facilities available. Other professional businesses such as accountants and solicitors are conveniently located nearby.
Established in 1991 to provide the people of Darlington and its surrounding areas with genuine objective independent financial advice, Research specialise in impartial advice to both individual andcorporate clients. Research pride ourselves in the close personal and confidential relationship we have with our clients.
Thank you once again for the most efficient and reliable service for which my husband and myself are very grateful. It is some years since Alan Halliday was recommended to me when we made our firstinvestments, and we have not looked back since. I have had my Pension with SFS since the Company began back in 2004, and during that time under their expert guidance and advice my Pension has grown considerably.
Since establishment in 1992, InvestAcc has grown into a multi-faceted, unique organisation. We are one of the leading Independent Financial Advisers in the North providing high quality, whole ofmarket advice to both individuals and companies. We provide Pension Administration and Trustee Services to other Financial Advisers, individuals and employers, managing Small Self Administered Pension Schemes and operating our own range of Self Invested Personal Pensions (including the Minerva SIPP).
This website aims to provide you with an insight into what we do, giving you sufficient information to enable you to decide if the services we offer can help you. At DML, we understand the value of along term relationship with a professional adviser, whether that be a Solicitor, Accountant or Financial Planner. At DML we can guide you through the financial planning maze.
Capital Ideas is a trading style of Financial Horizons Ltd which is authorised and regulated by the Financial Conduct Authority, FCA reference No 587075. For investment management, pension planning,annuity purchase, mortgage advice or tax savings, you'll find a host of useful information here. Of course, if you prefer, just Contact us for help.