Handpicked from 38 vetted & reviewed Financial Planning & Wealth Management firms in the Gateshead area, explore the top 5 leaders in their field among the selected group of 24 finalists.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Top-rated companies A-Z in Gateshead
Abacus Associates
Bell Anderson
Safeguard Financial Services
Vital Wealth Management
Your Complete Finance
Prominent finalists A-Z in Gateshead
Accounting
Advanced IFA
Amethyst Ifas
B-Advised
Carrick Financial Management
Co-Navigate Limited
Giraffe Financial
Intouch Financial Advice
Invest Gateshead
JH Financial Planning
Jackson Potter
Mullen Stoker Chartered Accountants & Business Advisers
Ne1invest
Nine Oak Financial Management
North East Equity Release
RMT Accountants & Business Advisors
Reeves Independent
Robinson Financial Careers
Robson Laidler Accountants Limited
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Bell Anderson
(1)
Management Accounts, Payroll and VAT, Audits
“Lovely friendly staff, always find away to help when needed”
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Safeguard Financial Services
(30)
Re-Mortgage
Professional
Property
“Fantastic service by the safeguard team inpartiularly Alex.
Polar opposite to previous experiences with dealing with banks directly and another broker on a previous mortgage.
Application submitted within 3 days of initial contact (they were fle...”
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Your Complete Finance
(8)
“Thank you so much for sorting out our life insurance.
Being someone who is naïve to how these things work I had no idea that my old policy was very expensive, and offered very little in terms of cover, particularly once we had a baby. I am the type ...”
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Vital Wealth Management
(5)
“Graeme Pegman, from Vital Wealth Management, has helped me greatly with sorting out my financial arrangements. Graeme has a professional, but relaxed, manner and was able to ask me some really good questions which helped me to clarify what I wanted t...”
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Abacus Associates
Investing, Property, Business
“Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK r...”
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Best of 2024
Qualification Criteria for best of Winners
Minimum Overall Score
95 (100)
Minimum Reputation Rank
99 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.
“Darren listened to all our objectives during our recent financial review. He provided us with sound advice to meet our needs. He was professional and knowledgeable of all our issues we enquired about. As a result of his input and support, we are more...”
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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...”
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JH Financial Planning
“My priority is to make financial advice simple and easy for my clients to understand. It doesn't need to be complicated, complex or something you 'leave until I'm older'. In order for people to achieve their financial goals it is always better to sta...”
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Invest Gateshead
“With over one million visitors each year, Gateshead Quays is one of the North East's most iconic locations. The area has seen huge transformation over the last 15 years and is now a thriving cultural destination, home to world-class attractions like ...”
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Co-Navigate Limited
(14)
Mortgage Advice, Business Planning, Insurance & Protection Planning
“Incredible support as ever from Lyndsey and the team, helped us to go from zero to move inside 8 weeks! Impartial advice which helped us to find an excellent value mortgage. All the team really quick to reply to any queries or emails.”
i
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Advanced IFA
(9)
Business Insurance, Taxation, Financial Planning
“Advanced IFA Ltd were recommend to me as I required advice regarding my private pension. I had a meeting with Andrew to discuss my requirements where he explained my options in a friendly and professional manner, I have decided for Andrew to set up ...”
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Amethyst Ifas
(1)
“First class service. Very professional. Friendly and helpful in every way.”
i
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Carrick Financial Management
(1)
“Been fine up till now very polite people”
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Jackson Potter
(26)
Number
Questions
Insurance
“I've personally used Jackson potter for my 1st mortgage over 6yrs ago and since contacted them again about changing mortgage to a better rate. On both occasions I found their service professional and outstanding so much so that they helped me sort ou...”
i
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Intouch Financial Advice
(29)
The Future
Team
Insurance
“We had a great experience from start to finish. From our original mortgage meeting with Andrew, figuring out finances and insurance options as well. Then when we had an extremely tight deadline towards completion, the team, particularly Georgia, were...”
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B-Advised
(19)
Pensions, Investments, Funeral Plans
“Keith is fantastic. From responding to emails at silly o'clock at night, to making sure everything ran smoothly while we were on holiday. He's a gem and I am so pleased I was referred to him. Everyone needs a Keith”
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Robinson Financial Careers
(12)
“Worked with Ian since we set up in 2013. Always been on hand to offer us advice and help us get the team we have today. Always has 5 minutes for a chat and a few pointers. Never too much trouble and his lloyalty is always appreciated.”
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RMT Accountants & Business Advisors
(6)
Wealth Management, International Business, Business Advice
“Been a client of RMT for over 10 years. The company and the team are extremely professional and have a wealth of experience and reputation across the different business sectors.”
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Robson Laidler Accountants Limited
(22)
Team
“With 17 years as a client, I have great faith and trust in the team at Robson Laidler. I haven't always been the easiest client to get organised but they have supported and mentored me to help get on top of my accounts and taxation matters.”
i
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North East Equity Release
(24)
Professional
Product
Communicate
“Cannot compliment Joanne enough despite early setbacks finding a lender she never gave found us a great deal at great rates always kept us informed and work tirelessly on our behalf I could have not hoped for no more always went the extra on our beh...”
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Giraffe Financial
(12)
Mortgage
Experience
Team
“I used Steven and his team for my initial mortgage when I bought my home a few years back and subsequent remortgages. Fantastic service and I couldn't ask for more. Always very responsive and helpful. I'd recommend highly”
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Accounting
(11)
“Accounting Inc are a breath of fresh air compared to many traditional accountants. Neil is relaxed and friendly but he really knows his stuff and takes a very proactive approach. Highly recommended.”
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Mullen Stoker Chartered Accountants & Business Advisers
(3)
Business Startup, Small / Medium Business, Solicitors
“Mullen Stoker have acted as my company accountants since their inception. They look after our tax affairs and payroll. The service is consistently exceptional and always offered on a personal, friendly basis. Impossible to fault and highly recommende...”
“Nigel is knowledgeable and supportive. He's very proactive as an IFA and always has my needs and concerns as the central focus. He is straightforward and honest; no flannel, no condescention, no flash car (out of my profits), just great advice. I wou...”
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Retirement Planning and Investment Management Services in Gateshead Cost Estimates