Best Financial Advisors in Newcastle

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Newcastle area.

Robson Laidler Accountants Limited

Robson Laidler Accountants Limited

(50)
  • Expertise
  • Goals
  • Company
“I've dealt with Robson Laidler for a number of years now. All of the staff I've dealt with have been friendly approachable and nothing is too much trouble. Had great advice and any work they've done for me always on time. During last difficult 18 mon...”
100+ Years Experience
Fernwood House, Fernwood Rd, Jesmond, Newcastle upon Tyne NE2 1TJ
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Robinson Financial Careers

Robinson Financial Careers

(12)
  • Number
  • Consummate
“Finding the right job is tricky. Ian took all the pain out of the process. He is professional, friendly and has a huge number of connections. Thanks so much Ian - I feel like I've found my second family!”
Emergency Services
Rotterdam House, 116 Quayside, Newcastle upon Tyne NE1 3DY
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Savage Silk

Savage Silk

(20)
  • Team
  • Chain
  • Property
“Would definitely recommend savage silk very efficient and extremely helpful in every aspect would definitely have no hesitation to use them again in future great company”
Helix, The Core, Bath Ln, Newcastle upon Tyne NE4 5TF
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B-Advised

B-Advised

(26)
Business Insurance, Investments, Mortgages
“Keith was exceptional again with my remortgage. He helped me get through a difficult situation the first time and handled my application with pure professionalism. I know that in 4 years time he will look after me again and find another fantastic dea...”
Metropolitan House Longrigg, Long Rigg Rd, Swalwell, Newcastle upon Tyne NE16 3AS
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Co-Navigate Limited

Co-Navigate Limited

(15)
Pensions & Retirement Planning, Insurance & Protection Planning, Business Planning
“We recently needed a bit of financial advice for our longer-term business and personal plans, and Jamie at Co-Navigate was fantastic. He talked us through the options and made some recommendations on short-term things we can do now to give us a bett...”
21 Lansdowne Ct, Newcastle upon Tyne NE3 1HP
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RMT Accountants & Business Advisors

RMT Accountants & Business Advisors

(6)
Corporate Finance, IT & Technology, Business Tax
“RMT have provided a wealth of support and advice to me and my business over the last 2 years. I've recommended them to countless businesses and will continue to do so.”
Transparent Fees & Pricing
Free Initial Consultation
Gosforth Park Ave, Newcastle upon Tyne NE12 8EG
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Glenn Ford Private Finance

Glenn Ford Private Finance

(14)
Paul & Chris, Caroline, Claire & Richard
“Fantastic help and experience. Glenn and Wendy made a complicated process much simpler and took away much of the stress of our move. I would highly recommend them to anyone.”
In Business Since 2016
126, Maling Exchange, Hoult's Yard, Byker, Newcastle upon Tyne NE6 2HL
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Reeves Independent

Reeves Independent

(7)
Tax Planning, Investment Services, Pension Review
“"Nigel is a seriously good guy in financial advice and planning. He is always up to date with latest legislation which means I benefit quickly in any changes. Since having Nigel on my side I feel very comfortable with my investments and pension plann...”
In Business Since 2000
National Advice Centre, Park View House, Newcastle upon Tyne NE7 7TZ
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Accounting

Accounting

(11)
“Neil uses quality tech to make things easy. Video tutorials personalised for me - top man. Great service & highly recommended. Positive Responsiveness, Professionalism”
Remote Consultations Available
Hoults Yard, Walker Rd, Newcastle upon Tyne NE6 2HL
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Acctax Services

Acctax Services

(3)
Management Accounting, Statutory Accounts, Bookkeeping Services
“It is so refreshing to meet an accountant who is willing to listen and understand mine and my business needs.”
Free Initial Consultation
The Beacon, Westgate Rd, Newcastle upon Tyne NE4 9PQ
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Rutherford Hughes

Rutherford Hughes

(10)
  • Investments
“After my retirement in 2018 I wanted to invest, what was to me, a large portion of my lump sum and was nervous to say the least. After my first contact I had several meetings with Peter Rutherford who allayed my fears. He was so patient and tireles...”
In Business Since 2016
38 Collingwood St, Newcastle upon Tyne NE1 1JF
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Newcastle Financial Planning

Newcastle Financial Planning

(15)
  • Knowledge
  • Information
  • Confidence
“Wayne was recommended to myself and my husband both having very little knowledge of our pensions. Wayne was amazing from the start meeting up with him on several occasions always making us feel very welcome, helping us understand and plan for our ret...”
Offers Financing Options
One Trinity Gardens, Broad Chare, Newcastle upon Tyne NE1 2HF
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Azets - Accountants & Business Advisors

Azets - Accountants & Business Advisors

(4)
Back to Main Menu, Back to Main Menu, Back to Main Menu
“Terrific accountants in Gosforth , Newcastle upon Tyne . Saved me money!”
Bulman House, Regent Centre, Henry St, Newcastle upon Tyne NE3 3LS
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Ryecroft Glenton

Ryecroft Glenton

(2)
Corporate Finance, Business Tax, Accounts and Business Services
“Exceptional service, very open regarding costings of work and give Exceptional service.”
In Business Since 2005
32 Portland Terrace, Jesmond, Newcastle upon Tyne NE2 1QP
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Grey Street Wealth

Grey Street Wealth

(14)
  • Pension
“Having dealt with Paul Mote over the past few years with regard to my Finances and Pensions, he has always been very informative in a way I can relate. With recent events relating to and around Covid-19 and my age he has given me total peace of mind ...”
2nd Floor, 14-16 Grey St, Newcastle upon Tyne NE1 6AE
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Allison & Hall

Allison & Hall

In Business Since 2016
8, Riverside Studios, Newcastle Business park, Amethyst Rd, Newcastle upon Tyne NE4 7YL
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Ellis Bates Legal Solutions Limited

Ellis Bates Legal Solutions Limited

Pension Planning▼, Retirement Planning Advice▼, Investing▼
In Business Since 2013
Transparent Fees & Pricing
Grainger Chambers, Hood St, Newcastle upon Tyne NE1 6JQ
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Rutherford Wilkinson

Rutherford Wilkinson

(2)
“Excellent service guaranteed”
Blezard Business Park, 21-23 Brenkley Way, Seaton Burn, Newcastle upon Tyne NE13 6DS
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Carrick Financial Management

Carrick Financial Management

(1)
“Been fine up till now very polite people”
Blezard Business Park, Brenkley Way, Seaton Burn, Newcastle upon Tyne NE13 6DS
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Jobling Wealth Management

Jobling Wealth Management

“I would have no hesitation in recommending Joe Jobling Wealth Management services to any of our friends or colleagues. The information, advice and in depth knowledge that Joe brings to the very important subject of investing for a secure retirement/f...”
B1 Dobson, Prestwick Park, Prestwick, Newcastle upon Tyne NE20 9SJ
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Julius Baer Newcastle

Julius Baer Newcastle

“For over 130 years, we have been focusing on one thing: helping people achieve their financial goals. As a global wealth manager, we understand your needs, and take the long view when it comes to your assets. Whether you're starting a company, planni...”
In Business Since 1996
3 Hood St, Newcastle upon Tyne NE1 6JQ
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Hamilton Shanghai

Hamilton Shanghai

Joint Ventures, Data Analytics, Financial Modelling & Analysis
“We advise through corporate finance and commercial lenses, backed by our team's deep-seated knowledge and experience of landed estates. We have a strong awareness of the increasing importance of sustainability to ventures. This will be a growing tren...”
In Business Since 2021
DISSINGTON HALL, Newcastle upon Tyne NE18 0AD
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Raymond James, Monument

Raymond James, Monument

Services For Charities and Trusts, Services For Business Owners, Services For Individuals
“Based in the historic Monument area of Newcastle, we serve clients across the northeast and beyond. Whether you're an individual, a family, a business owner, or you manage a trust or charity, we are committed to delivering quality service with a pers...”
In Business Since 1996
54 New Bridge St W, Newcastle upon Tyne NE1 8AP
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Bruce & Co Legal & Financial

Bruce & Co Legal & Financial

“I need help forecasting my long term needs, I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.”
Transparent Fees & Pricing
Clavering House, Office:, Clavering Pl, Newcastle upon Tyne NE1 3NG
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Retirement Planning and Investment Management Services in Newcastle Cost Estimates

Minimum cost
£1252
Maximum cost
£10634
National Average
£3753
Avg Per Hour Rates
£377
£2503
£6881
Typical price range is based on 526 cost profiles
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Average Cost £3753
Minimum cost £1252
Maximum cost £10634
Avg Per Hour Rates £377

Typical range $2503 to $6881 is based on 526 cost profiles.

Why these companies made our list

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