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.
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.
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.
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.
We aim to give an unrivalled, ongoing & highly personalised service that provides you with the best financial outcome to suit your specific requirements. With the changing economic outlook having apotentially devastating impact on client investments, it is vital that portfolios are regularly reviewed.
As one of the UK's largest financial advisory organisations, Skipton Financial Services (SFS) offers personalised financial advice to help you realise your aspirations. Formed in 1988, SFS is a whollyowned subsidiary of Skipton Building Society (SBS) - the UK's 4th-largest building society. Established in 1853, the Society has been helping generations of members with their financial needs - predominantly mortgages and savings.
Ichthus Financial Services is a trading style of Positive Solutions that offers financial advice provided by David Anderson. We have over 25 years of experience in providing clients with bespokefinancial advice. We believe that we have been successful because we have been able to give highly individual advice that is entirely focused on our clients' specific circumstances and needs.
Mint Wealth Management is a member of Intrinsic Independent Limited, one of the country's leading financial services organisations. We work with both individual and corporate clients and take pride inthe fact that many were recommended to us by existing clients.
The Financial Conduct Authority does not regulate taxation and trust advice. Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice, theprecise amount of the fee will depend upon your circumstances.
Zee financial and management consultancy is a business management and consultancy services provider company that provides top-quality professional development and business coaching services. Thebusiness will provide professional and coaching services in most effective and efficient manner with an on-going quality control program to achieve 100% customer satisfaction.
Trinity Financial Services NE Ltd is a firm of independent financial advisers based in Sunderland, serving clients across the North-East of England and beyond. We provide advice on an ongoing basisand build strong business relationships with our clients. We provide all of our new clients with a free initial consultation.
Pearlmans Finance is a North East based family company operating within the home credit industry in the North of England. Formed in 1902 by Joseph Pearlman, grandfather of the present managingdirector, as a credit drapery business, the company has evolved and established itself as one of the foremost providers of short-term loan finance to individuals in the region.
Primary Financial Management Limited is Authorised and Regulated by the Financial Conduct Authority. The guidance and/or advice contained within this website is subject to the UK regulatory regime andis therefore primarily targeted at consumers based in the UK.
Our independent financial advice is uniquely tailored specifically to each client. By putting our clients needs first, any service you receive from us will be suited to your needs exactly. We dealwith real people, face to face on a personal basis every day. We understand your financial worries and aim to give you first class financial advice with clairty, giving you better peace of mind on your financial journey.