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Financial Advisors in Tyne and Wear

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

Karen Richardson Financial Services

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 deal with 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. less

Lowes Financial Management

Lowes Financial Management

As Chartered Financial Planners and Independent Financial Advisers, Lowes has been providing truly Independent Financial Advice since 1971 to a wide range of people throughout the UK. As Independent Financial Advisers we look across the whole investment space into alternatives, alongside traditional investments, with the aim of delivering attractive returns for clients whilst taking an appropriate level of risk. less

B-Advised

B-Advised

As Financial Advisers, we access a wide range of products, as opposed to a tied agent or company representative who may only advise and offer products from the companies they represent. Using industry leading research and online sourcing systems we are able to become aware of changes in criteria and products. 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

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

Welcome Financial Services

Welcome Financial Services

For existing Welcome customers: You should continue to pay your account in line with your agreement. As an existing customer this website will tell you how to get in touch, make a payment on your account or just update your details. Any questions you have regarding your account may be answered on our frequently asked questions page. less

David Liddle

David Liddle

Bespoke Financial (Newcastle) Ltd has been set up with the aim of helping individuals, families and companies protect themselves from life's unexpected events. We specialise in building a protection package to suit the individual, as everyone's needs are different, we can tailor a package to suit you and your family's needs helping you provide that essential cover that you and your family needs just in case. less

Vital Wealth Management

Vital Wealth Management

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

Seven Bridges IM

Seven Bridges IM

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

Ellis Bates Financial Solutions

Ellis Bates Financial Solutions

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

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

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Most of the usual clients of a financial advisor in Tyne and Wear 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 Tyne and Wear to help us get on the right pat. However, nowadays the clientele of a financial advisor in Tyne and Wear 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 Tyne and Wear. A financial advisor in Tyne and Wear 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 Tyne and Wear 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 Tyne and Wear.

Tip from a Financial Advisor in Tyne and Wear: Take Bigger Risks

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

Another important tip from a financial advisor in Tyne and Wear 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 Tyne and Wear 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 Tyne and Wear won’t get tired to tell you.

Tip from a Financial Advisor in Tyne and Wear: Follow Opportunities

Like literary, a good and experienced financial advisor in Tyne and Wear 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 Tyne and Wear 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 Tyne and Wear 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 Tyne and Wear and allow yourself all chances.