Best Financial Advisors in Newcastle

Handpicked from 49 vetted & reviewed Financial Planning & Wealth Management firms in the Newcastle area, discover the top 5 standout choices among the selected group of 24 finalists.

Co-Navigate Limited

Co-Navigate Limited

(14)
Pensions & Retirement Planning, Insurance & Protection Planning, Business 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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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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B-Advised

B-Advised

(19)
Business Insurance, Investments, Mortgages
“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)
“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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RMT Accountants & Business Advisors

RMT Accountants & Business Advisors

(6)
Wealth Management, Corporate Finance, IT & Technology
“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.”
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Gosforth Park Ave, Newcastle upon Tyne NE12 8EG
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.3 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
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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Giraffe Financial

Giraffe Financial

(12)
  • Experience
  • Team
  • Mortgage
“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”
In Business Since 2013
Free Initial Consultation
7-9 High St E, Wallsend, Newcastle upon Tyne NE28 8PA
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Accounting

Accounting

(11)
“Neil is a great accountant who always keeps me upto date about everything and is always at hand to answer any of my many queries no matter what time of day”
Hoults Yard, Walker Rd, Newcastle upon Tyne NE6 2HL
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Reeves Independent

Reeves Independent

(6)
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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Glenn Ford Private Finance

Glenn Ford Private Finance

(4)
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, Newcastle upon Tyne NE6 2HL
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Paul Moat, Sandringham Financial Partners

Paul Moat, Sandringham Financial Partners

(6)
  • Pension
“Paul is a knowledgeable and caring person who listens carefully to ones concerns and tailors the investment advice and portfolio to ones best needs. I have known Paul for over 20 years and followed his expert advice, to my and my wife's good. Thoroug...”
2nd Floor, 14-16 Grey St, Newcastle upon Tyne NE1 6AE
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Ryecroft Glenton

Ryecroft Glenton

(1)
Corporate Finance, Business Tax, Accounts and Outsourced Services
“Awesome as always”
In Business Since 2005
32 Portland Terrace, Jesmond, Newcastle upon Tyne NE2 1QP
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Joe Jobling Wealth Management

Joe 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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Allison & Hall

Allison & Hall

“Persuading workers to work longer is part of plans to boost growth, but critics say very few will benefit.”
In Business Since 2016
8, Riverside Studios, Newcastle Business park, Amethyst Rd, Newcastle upon Tyne NE4 7YL
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Ryan McGuinness Wealth Management

Ryan McGuinness Wealth Management

“Whether you need advice on Pension planning, Investment planning, Inheritance Tax, Mortgages, Protection, or anything in between. We will take the time and care to understand you as an individual and what your aspirations are for the future.”
One Trinity Gardens, Newcastle upon Tyne NE1 2HF
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Rutherford Hughes

Rutherford Hughes

(10)
  • Investments
  • Market
“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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Rutherford Wilkinson

Rutherford Wilkinson

(1)
“Excellent service guaranteed”
Blezard Business Park, 21-23 Brenkley Way, Seaton Burn, Newcastle upon Tyne NE13 6DS
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Abacus Wealth Management

Abacus Wealth Management

“At Abacus Wealth Management we're committed to developing and nurturing long-term client relationships based on trust, excellent service and regular ongoing advice. We aim to bring peace of mind and guidance to all our clients through a bespoke and h...”
Family Business
One Trinity Gardens, Broad Chare, Newcastle upon Tyne NE1 2HF
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Scholes & Brown

Scholes & Brown

“We are also very happy with the proactive, professional yet friendly manner in which your firm deals with our portfolio. We feel we are in safe hands! Thank you.”
Transparent Fees & Pricing
Rotterdam House, 116 Quayside, Newcastle upon Tyne NE1 3DY
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CFS Independent Financial Advisers

CFS Independent Financial Advisers

(1)
“Spoke to Patrick on the phone for 30 minutes, free of charge. Provide excellent, independent, honest advise particular to my circumstances. At no point did I feel obliged to use CFS's services or feel negatively influenced in anyway. Truly independen...”
Office 2a, Horton Park, Berwick Hill Rd, Seaton Burn, Newcastle upon Tyne NE13 6BU
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The Pension Sharing Service

The Pension Sharing Service

1 Meadowfield, Ponteland, Newcastle upon Tyne NE20 9SD
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Laurus Associates

Laurus Associates

“"Karen, Colin and staff at Laurus, have acted as our financial advisors now for approximately 20 years! Karen has acted for us with great understanding and diligence – seeing us, and also our family, through some testing times. We have great faith in...”
Laurus Associates Ltd Unit 1 One Jesmond Three Sixty, Newcastle upon Tyne NE2 1DB
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Scholes & Storey

Scholes & Storey

“Scholes & Storey Ltd which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services register (”
Broadacre House, Market St, Newcastle upon Tyne NE1 6HQ
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Karen Richardson Financial Services

Karen Richardson Financial Services

“Can you believe it is already May and we have now been under restrictive movement guidelines for 5 weeks? I do hope everyone is keeping safe and is well, weathering this strange time. More news will be coming from the government in a week or so as to...”
1 Benton Park Rd, South Gosforth, Newcastle upon Tyne NE7 7LX
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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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