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Best Financial Advisors in Durham

Handpicked from 39 vetted & reviewed Financial Planning & Wealth Management firms in the Durham area, discover the top 5 elite providers among the selected group of 24 finalists.

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Northumbria Financial Management

Northumbria Financial Management

(3)
“Can't thank Andrew Teasdale enough for all his financial advice and support. I know how challenging we've been as clients, but every time he goes above and beyond! He's been absolutely fantastic - great guy and great advice!”
Frankland Ln, Durham DH1 5TA
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Ben Charles Durham Financial Services

Ben Charles Durham Financial Services

(38)
Book A Valuation, Auctions, Estate Agency
“We have used this service in the past and have returned again because of the quality of the advice offered and the efficiency of the service. Would highly recommend.”
96 Claypath, Durham DH1 1RG
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The Tax Faculty

The Tax Faculty

(9)
  • Capital Gains Tax
  • Property
  • Knowledge
“Delighted with the overall service and result Charles delivered! We were hit with a capital gains request on a previous property that we had owned but sold quickly due to personal / work related circumstances. We had at the time of buying and selli...”
Transparent Fees & Pricing
Free Initial Consultation
Portland House, Belmont Business Park, Durham DH1 1TW
Featured

Client testimonials and reviews mean the world to us. nnWe appreciate the trust that clients place in us to manage their tax needs and find resolutions to potentially very stressful situations. nnIt's always so motivating to read positive feedback such as the fantastic review above and we are grateful for each and everyone we receive. nn#clienttestimonials #trustpilot #fivestars #feedback #reviews #thetaxfacultyllp...

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Bell Anderson

Bell Anderson

(1)
Statutory Accounts, Audits, Management Accounts
“Lovely friendly staff, always find away to help when needed”
Transparent Fees & Pricing
Durham Rd, Gateshead NE8 4JR
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Atom Financial

Atom Financial

(2)
“We have worked with Atom for over a year now and I can say very comfortably onboarding them to support with our accounts and HR was one of the best moves we have made as an organisation. Their one to one support and time they take to understand our n...”
Offers Financing Options
Tees Valley Business Centre, Suite 35 Durham, Orde Wingate Way, Stockton-on-Tees TS19 0GD
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Wealth of Advice

Wealth of Advice

(14)
  • Confidence
  • Meeting
“I've been with Wealth of Advice for over two years now and found them to be very professional and informative. They always keep you up to date on how investments are performing by organising annual reviews and general meetings throughout the year. ...”
Swale House, Mandale Business Park, 3, Belmont Estate, Durham DH1 1TH
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DJM Financial Planning

DJM Financial Planning

(6)
  • Meeting
  • Understanding
  • The Future
“I met with Dom due to needing some guidance on opening my own businesses, I was provided with valuable information I had not considered. I now feel so much more confident, I have wider knowledge on matters I was unsure of. Dom still goes out of his w...”
Offers Financing Options
1 littletown farm cottages, High Pittington, Durham DH6 1AJ
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Primary Financial Management

Primary Financial Management

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”
Portland House, Belmont Business Park, Durham DH1 1TW
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Ne1invest

Ne1invest

“We are very proud of our cleaning team who are thorough trustworthy and carry out an excellent service. From one off cleans, holiday guest change overs to regular weekly cleans. Laundry service is also available. All pre quoted with no obligation. ca...”
In Business Since 2013
570a Durham Rd, Low Fell, Gateshead NE9 6HX
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K P Simpson Certified Public Accountants

K P Simpson Certified Public Accountants

(14)
Individual, Financial Services, Small Medium Business
“As a new business, it was important for us to appoint an accountant we had 100% confidence in. Over the past 12 months Andrew and his team have been crucial to our business. Always there to help and assist, letting us know exactly what we needed to d...”
172-174 Albert Road, Jarrow, Tyne and Wear, Jarrow NE32 5JA
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Sabre Accountants

Sabre Accountants

(50)
  • Price
  • Happy
  • People
“I've been using Sabre Accounts Ltd since 2015. I've found the service to be prompt effective and accommodating The office staff are always friendly, helpful and do what they say they'll do. Since Covid we've done everything by phone and e-mail mak...”
Transparent Fees & Pricing
1 Kings Rd, North Ormesby, Middlesbrough TS3 6NG
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Tallow Financial Planning

Tallow Financial Planning

(50)
Mortgage Planning, Protection Planning, Investment Planning
“I have used Tallow Financial Planning for the last few years for all my financial advice needs, their service is highly professional as well as personal and friendly. Highly recommend to anyone looking for an independent financial adviser.”
Innovation House, South Church Enterprise Park, Longfield Rd, Bishop Auckland DL14 6XB
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Robson Laidler Accountants Limited

Robson Laidler Accountants Limited

(50)
  • Information
  • Business Growth
  • Led
“Have used Robson Laidler for over 40 years. Contacted Christine Forrest to sort a compliance issue and within 24 hours the matter was resolved - excellent service as usual.”
100+ Years Experience
Fernwood House, Fernwood Rd, Jesmond, Newcastle upon Tyne NE2 1TJ
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Intouch Financial Advice

Intouch Financial Advice

(48)
  • Professional
  • The Future
  • Work
“I found the service from Intouch extremely useful and helpful made the process very straightforward for a first time buyer completely fresh to the system. Would recommend to everyone. :) Positive Responsiveness, Quality, Professionalism”
Serving Durham Area
FAQs
Can you help me with my mortgage and my insurance?
Absolutely! Many of our clients return to us following mortgage advice to seek advice on life insurance or home insurance. We specialise in both areas, and we're well-placed to offer our expertise for mortgages and insurance separately or as a single package.
Do you complete the mortgage application for me?
Yes. We help you throughout the whole application process. Our extensive knowledge and expertise in the mortgage application process will ensure you get the right mortgage for your circumstances. This is one of the huge benefits to using InTouch Financial, we are by your side every step of the way.
Can you help me buy a house if I have bad credit?
One of our speciality services is adverse mortgages, which are mortgages designed for individuals with missed payments, poor credit or self-employment income. While we cannot guarantee you will be approved to buy a house, our professional mortgage advice can help you find mortgages that may work for you, regardless of your current circumstances.
Do you arrange my insurance for me?
We provide comprehensive advice and recommendations for a range of different insurances. Guiding you through the different cover types, only recommending what we feel is the right solution for your needs.
Are you an independent adviser?
InTouch Financial aren`t independent advisers - but that shouldn't put you off. Because in most cases we are paid by the lender or provider. We don't offer you a limited solution to your mortgage or insurance requirements. Instead, we have plenty of different options, allowing us to advise you on the right service for your specific needs and circumstances.
More detailed information is available on the FAQ page of our website.
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Safeguard Financial Services

Safeguard Financial Services

(50)
  • Team
  • Email
  • Up to Date
“These people were highly educated especially for first time buyers who asked a lot of annoying questions (haha). Thank you for your patience with us! Highly recommend Safeguard!”
3 Earl's Ct, Fifth Ave, Gateshead NE11 0HF
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Dolphin Financial Services Limited

Dolphin Financial Services Limited

(50)
  • Questions
  • Message
  • Stress
“I can't recommend Thomas enough! Third time using Dolphin Financial Services and each time it's been seamless. Always quick to answer any questions we have and can't do enough for you! Wouldn't use anyone else! Thanks so much!!”
Serving Durham Area
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Jackson Potter

Jackson Potter

(28)
  • House
  • First Time Buyer
  • Communication
“Was recommended to use jackson potter by a friend . Glad we did . Steve and his team made it completely stress free and got us the results we needed with as little stress as possible . Steve's a great guy too and even after the mortgage was approve...”
20+ Years Experience
Coupons & Offers
109 Sea Rd, Roker, Sunderland SR6 9BN
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Later Life Money Limited

Later Life Money Limited

(27)
  • Mortgage
  • Understanding
  • Company
“I have been very glad I chose Later Life Money they were friendly and polite and explained each stage thoroughly nothing being too much trouble for them.I would definitely recommend them as a good reliable choice.”
Serving Durham Area
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Robinson Financial Careers

Robinson Financial Careers

(12)
  • Number
  • Consummate
“Ian first contacted me at the end of 2022 with an opportunity at Fairstone. Unfortunately it wasn't the right mind . Fast forwards to June and Ian contacted me with a new opportunity after keeping me in mind. Ian was responsive and helpful in r...”
Emergency Services
Rotterdam House, 116 Quayside, Newcastle upon Tyne NE1 3DY
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B-Advised

B-Advised

(26)
Mortgages, Income Protection Quote, Family Protection
“Superb service and advice from Jim with help needed for an equity release. Everything was done remotely via video calls and telephone because of covid with exceptional professionalism. Positive Quality, Professionalism, Value”
Metropolitan House Longrigg, Long Rigg Rd, Swalwell, Newcastle upon Tyne NE16 3AS
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Savage Silk

Savage Silk

(20)
  • Sale
  • Solicitors
  • Reason
“Updating my last review as things have progressed since. We've now received the explanation for the delay in our purchase and are happy with the actions taken. The firm have looked out for our interests, and possibly due to the broken app, just not t...”
Helix, The Core, Bath Ln, Newcastle upon Tyne NE4 5TF
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Glenn Ford Private Finance

Glenn Ford Private Finance

(14)
Claire & Richard, Paul & Chris, Phil & Zoe
“A few years ago, we were thinking about perhaps buying our first home. Glenn met with us, went through all our financials and had a long chat with us. Having patiently listened to our plans and concerns, in the end, he actually recommended we don't g...”
In Business Since 2016
126, Maling Exchange, Hoult's Yard, Byker, Newcastle upon Tyne NE6 2HL
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Holistic Finance

Holistic Finance

(14)
  • Portfolio
  • Financial Advice
  • Options
“I have used Holistic Finance Ltd for the past 3 years to manage my drawdown pension When I was thinking of retirement, I checked the govt website and this led me to Holistic Finance. I spoke to Kevin who was brilliant and went through all my optio...”
Family Business
Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW
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Mortgage Advice Centre

Mortgage Advice Centre

(16)
  • Company
  • Remortgage
  • Honesty
“Steve and the company have been absolutely fantastic for over more than ten years with us. He is extremely professional, truthful with impeccable honesty, and advised the best at any given time, but if change is about to happen suddenly, you can guar...”
20+ Years Experience
126 Newgate St, Bishop Auckland DL14 7EH
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Retirement Planning and Investment Management Services in Durham Cost Estimates

Minimum cost
£1207
Maximum cost
£10250
National Average
£3618
Avg Per Hour Rates
£363
£2412
£6633
Fair price range is based on 300 cost profiles
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Average Cost £3618
Minimum cost £1207
Maximum cost £10250
Avg Per Hour Rates £363

Fair range $2412 to $6633 is based on 300 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Durham

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