Best Financial Advisors in Gateshead

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.

Bell Anderson

Bell Anderson

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

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...”
In Business Since 2005
3 Earl's Ct, Fifth Ave, Gateshead NE11 0HF
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Your Complete Finance

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 ...”
4 Alverstone Ave, Low Fell, Gateshead NE9 6EU
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Vital Wealth Management

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...”
In Business Since 2012
The Axis Building Maingate, Team Valley, Gateshead NE11 0NQ
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Abacus Associates

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...”
Free Initial Consultation
9 Anderson Green, Low Fell, Gateshead NE9 5BQ
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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.
Read our methodology
Prominent finalists
Nine Oak Financial Management

Nine Oak Financial Management

“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...”
Enterprise House, 18, Gateshead NE11 0SR
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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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JH Financial Planning

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...”
Offers Financing Options
18 Enterprise House, Team Valley, Gateshead NE11 0SR
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Invest Gateshead

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 ...”
In Business Since 2016
Regent Terrace, Gateshead NE8 1HH
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Co-Navigate Limited

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.”
21 Lansdowne Ct, Gosforth, Newcastle upon Tyne NE3 1HP
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Advanced IFA

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 ...”
63 / 65 Sea Rd, Roker, Sunderland SR6 9BW
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Amethyst Ifas

Amethyst Ifas

(1)
“First class service. Very professional. Friendly and helpful in every way.”
Serving Gateshead Area
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Carrick Financial Management

Carrick Financial Management

(1)
“Been fine up till now very polite people”
Serving Gateshead Area
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Jackson Potter

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...”
Coupons & Offers
20+ Years Experience
109 Sea Rd, Roker, Sunderland SR6 9BN
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Intouch Financial Advice

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...”
Serving Gateshead Area
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B-Advised

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”
Metropolitan House Longrigg, Long Rigg Rd, Swalwell, Newcastle upon Tyne NE16 3AS
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Robinson Financial Careers

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.”
Emergency Services
Rotterdam House, 116 Quayside, Newcastle upon Tyne NE1 3DY
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RMT Accountants & Business Advisors

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.”
Offers Financing Options
Free Initial Consultation
Transparent Fees & Pricing
Gosforth Park Ave, Newcastle upon Tyne NE12 8EG
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Robson Laidler Accountants Limited

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.”
100+ Years Experience
Fernwood House, Fernwood Rd, Jesmond, Newcastle upon Tyne NE2 1TJ
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North East Equity Release

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...”
Serving Gateshead Area
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Giraffe Financial

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”
Free Initial Consultation
In Business Since 2013
7-9 High St E, Wallsend, Newcastle upon Tyne NE28 8PA
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Accounting

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.”
Hoults Yard, Walker Rd, Newcastle upon Tyne NE6 2HL
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Mullen Stoker Chartered Accountants & Business Advisers

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...”
Transparent Fees & Pricing
Mullen Stoker House, Mandale Business Park, Belmont Ind Est, Durham DH1 1TH
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Reeves Independent

Reeves Independent

(6)
Retirement Planning, Investment Services, Tax Planning
“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...”
In Business Since 2000
National Advice Centre, Park View House, Newcastle upon Tyne NE7 7TZ
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Retirement Planning and Investment Management Services in Gateshead Cost Estimates

Minimum cost
£1240
Maximum cost
£10532
National Average
£3717
Avg Per Hour Rates
£373
£2479
£6815
Average price range is based on 516 cost profiles
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Average Cost £3717
Minimum cost £1240
Maximum cost £10532
Avg Per Hour Rates £373

Average range $2479 to $6815 is based on 516 cost profiles.

Why these companies made our list

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