We have been offering sound advice and guidance to clients for over thirty years. We pride ourselves on our ability to build steadfast relationships with those who come through our door, helping thosefrom across the North East and Cumbria make the most of their earnings. We also help those in the wider community to achieve their goals, supporting a plethora of worthy local causes.
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.
Whether you're looking for a robust financial plan, investment strategy or simply need advice about a specific financial matter, we're here to help you on an independent and impartial basis. We aim tobe the UK’s most trusted and accessible provider of lifelong financial advice. Whatever your circumstances or depth of advice required, we aim to treat all clients equally.
We provide advice and help following a free personal and/or business financial review which can take place at a convenient time and place for you. Usually a review will start with a very broaddescription of your concerns and aspirations, before progressing to a thorough financial review. Following your free initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
We offer real-world, jargon-free advice on financial planning, retirement and pensions, investing and tax planning. We're committed to helping you achieve your real-life ambitions and targets, byhelping ensure that you have the financial resources you need to achieve your lifetime goals.
We are focused on investment advice, Pensions restructuring, and Estate planning to assist you in achieving your longer term financial objectives so you can enjoy the lifestyle you deserve. Weestablished Estate Matters Financial to set the highest standards of advice, qualification and service by developing robust systems and procedures that will stand up to the severest scrutiny.
Because we are independent, we advise on mortgages from the whole of market. Whole of market means we are not tied to any particular financial institution or bank, and so can advise on a wide range offinancial products. Our goal is to find the best buy for you.
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.
RS Financial offer simple and straightforward help and advice on a large range of financial products and services. Using their years of experience gained in the financial market and having thecontacts to help you get the best rate and product for your personnel circumstances.
Welcome to Bruce & Co Legal & Financial Ltd - Impartial Financial Planning Management by Independent Financial Advisers (IFA's). Bruce & Co Legal & Financial Ltd is committed to providing high qualityimpartial independent financial planning and advice on the arrangement and management of your financial planning, embracing your short and long-term needs, such as life assurance policies, pensions, unit trusts and other investment products.
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.
With a highly qualified team of advisers, with a wealth of experience, and compassion; we are able to help each individual through what can often be a stressful experience. Whether you are justreviewing your finances on a regular basis, or going through a life changing experience; we are here to help. As we have always been fully independent, we can search the entire market; always ensuring we find the best product; or service for you.
Verity Wealth Management LLP are Independent Financial Advisors (IFA's) offering independent financial advice to both private individuals and businesses throughout the North East. The Practise was setup by Stephanie Pickering & James Watkin, two very experienced, highly qualified advisers with over 50 years industry experience between them. Verity Wealth Management is totally independent, and therefore acts in your best interest.
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.