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Financial Advisors in Newcastle upon Tyne

List of financial advisors & consultants in Newcastle upon Tyne. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Safeguard Financial Services

Safeguard Financial Services

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 of financial products. Our goal is to find the best buy for you. less

Ichthus Financial Services

Ichthus Financial Services

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 bespoke financial 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. less

Trinity Financial Services

Trinity Financial Services

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 basis and build strong business relationships with our clients. We provide all of our new clients with a free initial consultation. less

Wade Financial

Wade Financial

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 those from 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. less

Mint Wealth Management

Mint Wealth Management

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 in the fact that many were recommended to us by existing clients. less

EMH Financial Planning

EMH Financial Planning

Having over 15 years experience in the Pension market, we feel we can help most if not all clients access their future. Our expertise and speciality comes from focussing on you and your retirement, helping you achieve the best out of your retirement. We take time to understand what you want, where you want to be and we aim to help you to achieve it. less

Verity Wealth Management

Verity Wealth Management

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 set up 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. less

Murray & Lamb Chartered Accountants

Murray & Lamb Chartered Accountants

Murray & Lamb are the North East's premier chartered accountants with years of experience we have built up a reputation for our technical knowledge and reliability. Covering Durham, Gateshead, Newcastle and Sunderland, we provide businesses and individual clients with a huge range of accounting, advisory and support services. Working closely with all of our clients we aim to provide cost-effective financial solutions for your company's or individual needs. less

Pearlman Finance

Pearlman Finance

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 managing director, 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. less

Primary Financial Management

Primary Financial Management

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 and is therefore primarily targeted at consumers based in the UK. less

Oracle Financial Planning

Oracle Financial Planning

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, the precise amount of the fee will depend upon your circumstances. less

Advanced Financial Planning

Advanced Financial Planning

Consett, County Durham, North East England, DH8 5HE (12.53 ml)

Advanced Financial Planning provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company. Once we've understood your aims, aspirations and concerns, we can help you make your money work for you. less

D & P Asset Management

D & P Asset Management

Morpeth, Northumberland, North East England, NE61 1HG (12.72 ml)

A flat fee of £250 will become payable at outset. In addition, we will retain any commission paid by the lender. If the commission from the lender is greater than £750, we will refund the £250 fee paid at outset to you. We will tell you how much the total fee will be before you apply for a mortgage, but you may ask for this information earlier. less

Lyons Financial Management

Lyons Financial Management

Lyons Financial Management was founded in 2001 to provide the people of Hetton-Le-Hole, Easington Lane and the surrounding areas with a locally owned and managed centre offering a one stop financial advisory service. Our aim is to save our clients money on protection products and their mortgages, increase their returns on investments and for house purchase source the best possible mortgage available. Quite simply give you the best possible value for money. less

Wealth of Advice

Wealth of Advice

Durham, County Durham, North East England, DH1 1TH (14.09 ml)

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 offer guidance 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. less

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Most of the usual clients of a financial advisor in Newcastle upon Tyne would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Newcastle upon Tyne to help us get on the right pat. However, nowadays the clientele of a financial advisor in Newcastle upon Tyne is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Newcastle upon Tyne. A financial advisor in Newcastle upon Tyne is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Newcastle upon Tyne is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Newcastle upon Tyne.

Tip from a Financial Advisor in Newcastle upon Tyne: Take Bigger Risks

You are maybe thinking that a financial advisor in Newcastle upon Tyne in their right state of mind would never advise you on taking risks. However, the good financial advisor in Newcastle upon Tyne knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Newcastle upon Tyne would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Newcastle upon Tyne: Invest in Yourself

Another important tip from a financial advisor in Newcastle upon Tyne you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Newcastle upon Tyne will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Newcastle upon Tyne won’t get tired to tell you.

Tip from a Financial Advisor in Newcastle upon Tyne: Follow Opportunities

Like literary, a good and experienced financial advisor in Newcastle upon Tyne can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Newcastle upon Tyne knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Newcastle upon Tyne would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Newcastle upon Tyne and allow yourself all chances.