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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.”

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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. ...”

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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!”

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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...”

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Primary Financial Management

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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...”

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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.”

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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”

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

(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!”

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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!!”

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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...”

Featured

As the country looks to slowly get back to work in a safe and responsible manner the property market is also opening up again. In the last 7 weeks we have continued to provide our services and re-arranged many client finances. In these unprecedented times there are many ways to keep your finances in order. We can look to Remortgage your property for a better deal, raise cash to help to get through difficult financial situations. Negotiate a new cheaper rate with your existing lender where no income verification is required if just changing products or set up home move. All crucial aspects for your financial well-being.

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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.”

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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...”

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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”

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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...”

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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...”

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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...”

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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...”

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Advanced IFA

(10)

Wealth Management, Savings & Investments, Taxation

“Me and my girlfriend used Advanced IFA to get our first mortgage together. Neither of us knew what we were doing and it was made more complicated because of previous debts from the past that had effected my credit rating. Andrew was brilliant from...”

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Rutherford Hughes

(10)

Investments

“My wife and I have used Rutherford Hughes as financial advisers for almost 2 years now, having previously been associated with Peter Rutherford in the early 2000's following the Equitable Life debarcle when he realigned our pension plans. Our paths ...”

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Homesavers Mortgages & Loans

(5)

“We were recommended Trevor from a friend of ours. From the minute we contacted Trevor, we felt reassured and at ease and throughout the whole process of our mortgage there was always contact to keep us updated with what was best to do & what he ne...”

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Newcastle Financial Planning

(15)

Pension
Future
Meeting

“Wayne Marshall has been my financial advisor for several years now, and his guidance has been invaluable in shaping my financial future. Beyond his professional role, Wayne has become a trusted confidant, going above and beyond to ensure my financial...”

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Bespoq Commercial Solutions

(3)

Professionalism

“Dealt with Neil Berry once again and as per the previous transactions we cannot be more grateful for what he did..Total professionalism throughout the journey, even calling us when he was on holiday making sure we was up to speed with all development...”

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Ryecroft Glenton

(2)

Accounts and Business Services, Wealth Management, Personal Tax

“Exceptional service, very open regarding costings of work and give Exceptional service.”

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Average Cost	£3618
Minimum cost	£1207
Maximum cost	£10250
Avg Per Hour Rates	£363

Best Financial Advisors in Durham

The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Durham area.

Ben Charles Durham Financial Services

Wealth of Advice

Northumbria Financial Management

DJM Financial Planning

Primary Financial Management

Sabre Accountants

Tallow Financial Planning

Intouch Financial Advice

Safeguard Financial Services

Dolphin Financial Services Limited

Jackson Potter

Later Life Money Limited

Robinson Financial Careers

B-Advised

Holistic Finance

Glenn Ford Private Finance

K P Simpson Certified Public Accountants

Mortgage Advice Centre

Advanced IFA

Rutherford Hughes

Homesavers Mortgages & Loans

Newcastle Financial Planning

Bespoq Commercial Solutions

Ryecroft Glenton

Retirement Planning and Investment Management Services in Durham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Durham

Popular in Durham