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Financial Advisors in North East England

List of financial advisors & consultants in North East England. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Wade Financial

Wade Financial

North Shields, Tyne and Wear, North East England, NE30 1AF

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

Wealth of Advice

Wealth of Advice

Durham, County Durham, North East England, DH1 1TH

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

Ellis Bates Financial Solutions

Ellis Bates Financial Solutions

Newcastle upon Tyne, Tyne and Wear, North East England, NE1 6JQ

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 to be 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. less

Seven Bridges IM

Seven Bridges IM

Gateshead, Tyne and Wear, North East England, NE11 0AZ

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 broad description 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. less

Vital Wealth Management

Vital Wealth Management

Gateshead, Tyne and Wear, North East England, NE11 0NQ

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, by helping ensure that you have the financial resources you need to achieve your lifetime goals. less

Estate Matters Financial

Estate Matters Financial

Gateshead, Tyne and Wear, North East England, NE11 0NQ

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. We established 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. less

Safeguard Financial Services

Safeguard Financial Services

Gateshead, Tyne and Wear, North East England, NE11 0HF

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

Tait Walker Chartered Accountants

Tait Walker Chartered Accountants

Stockton on Tees, County Durham, North East England, TS17 6EN

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. less

Wise Financial Consulting

Wise Financial Consulting

Hartlepool, County Durham, North East England, TS24 0UX

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 because we believed that people were simply becoming account numbers and sort codes and that personal service and pride had gone from the financial sector. less

Atkinson White Partnership

Atkinson White Partnership

Darlington, County Durham, North East England, DL3 7EH

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 financial advice 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. less

RS Financial (NE)

RS Financial (NE)

Newcastle upon Tyne, Tyne and Wear, North East England, NE2 1HR

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 the contacts to help you get the best rate and product for your personnel circumstances. less

Bruce & Co Legal & Financial

Bruce & Co Legal & Financial

Newcastle upon Tyne, Tyne and Wear, North East England, NE1 1DE

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 quality impartial 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. less

Paul Wilson Financial Services

Paul Wilson Financial Services

Hartlepool, County Durham, North East England, TS26 0XG

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 decisions you 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. less

Bede Financial Management

Bede Financial Management

Durham, County Durham, North East England, DH7 8JN

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 £495 and any commission received from the lender can be offset against this. Getting the right advice means speaking to the right people. less

Financial Dimensions UK

Financial Dimensions UK

Spennymoor, County Durham, North East England, DL16 6TF

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 The Institute 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. less

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Most of the usual clients of a financial advisor in North East England 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 North East England to help us get on the right pat. However, nowadays the clientele of a financial advisor in North East England 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 North East England. A financial advisor in North East England 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 North East England 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 North East England.

Tip from a Financial Advisor in North East England: Take Bigger Risks

You are maybe thinking that a financial advisor in North East England in their right state of mind would never advise you on taking risks. However, the good financial advisor in North East England 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 North East England 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 North East England: Invest in Yourself

Another important tip from a financial advisor in North East England 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 North East England 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 North East England won’t get tired to tell you.

Tip from a Financial Advisor in North East England: Follow Opportunities

Like literary, a good and experienced financial advisor in North East England 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 North East England 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 North East England 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 North East England and allow yourself all chances.