Best Financial Advisors in Newton Aycliffe

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Newton Aycliffe area.

Eldon Financial Planning

Eldon Financial Planning

The Eldon Process, Investment Planning, What we do
““I just wanted to say a heart felt thank you for all the time and attention Tony and Suzanne gave us today. We are also aware that a wider range of your team have been involved with sorting us out and we are so grateful to them as well. Most of all t...”
Transparent Fees & Pricing
Aycliffe Business Park, 1 Welbury Way, Parsons Ct, Newton Aycliffe DL5 6ZE
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Carlton Bonds

Carlton Bonds

“Choose from one of our CARLTON Bonds below. We have a selection of 4 year and 2 year bonds with the options of the interest being paid quarterly or at maturity. If you have any questions regarding any of the bonds available, please see our”
15 Parsons Ct, Welbury Way, Newton Aycliffe DL5 6ZE
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Growth Capital Ventures

Growth Capital Ventures

“Investing in growth focused businesses and projects is a higher risk / higher return investment strategy and carries significant risks including; illiquidity, loss of capital, rarity of dividends and dilution. It should only form part a balanced inve...”
15 Welbury Way, Newton Aycliffe DL5 6ZE
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Northumbria Financial Management

Northumbria Financial Management

(3)
“Quality and integrity in financial advice. Have used for over 30 years- highly recommended.”
Frankland Ln, Durham DH1 5TA
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Sabre Accountants

Sabre Accountants

(50)
  • Company
  • Money
  • Happy
“Excellent, responsive, accurate and fast. They also charge on the basis of the size of your business which is great for a small business like mine. Highly recommend.”
Transparent Fees & Pricing
1 Kings Rd, North Ormesby, Middlesbrough TS3 6NG
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Tallow Financial Planning

Tallow Financial Planning

(50)
Retirement Planning, Equity Release, Mortgage Planning
“I have had the pleasure of having Linton help myself and my wife with our finances for many years now . He has always been most helpful and extremely professional and nothing is a problem for him …very knowledgeable and great to have a bit chat with ...”
Innovation House, South Church Enterprise Park, Longfield Rd, Bishop Auckland DL14 6XB
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Ayton-Law Financial Services

Ayton-Law Financial Services

(50)
  • Financial Advice
  • Questions
  • Knowledge
“Dealing with Barry at Ayton-law has been both a speedy and enjoyable process. Barry has a huge knowledge in regards to both investment mortgages and residential. Speed of communication has been faultless and the information provided to myself has sav...”
100+ Years Experience
97A Acklam Rd, Middlesbrough TS5 5HR
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Ben Charles Durham Financial Services

Ben Charles Durham Financial Services

(38)
Estate Agency, Book A Valuation, Lettings
“Rachael has been very good and efficient in helping us out in finding the best deals for our mortgages. It was thanks to her that we managed to find an affordable mortgage for the house we wanted to buy and at the same time keep our old house for ren...”
96 Claypath, Durham DH1 1RG
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Dolphin Financial Services Limited

Dolphin Financial Services Limited

(50)
  • Message
  • First Time Buyers
  • Professional
“Andrew was fantastic from start to finish. Would highly recommend. Could not have went through the process without his expertise guidance, he was on hand day and night to help us.”
Serving Newton Aycliffe Area
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Later Life Money Limited

Later Life Money Limited

(27)
  • Equity Release
  • Expert
  • Understanding
“My husband and I were more that satisfied with the excellent, professional service we received from Steve Patterson and Callum Wilkinson at Later Life Money. They were efficient, informative and supportive at all times. We could not recommend them mo...”
Serving Newton Aycliffe Area
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Carter Thompson Wealth Management

Carter Thompson Wealth Management

(19)
  • Life
  • Team
  • Family
“With the guidance of Mr Steve Thompson we paid our mortgage off after 20 years. Giving me the freedom to change jobs. Giving me a better quality of life. Brilliant down to earth service”
64 W Auckland Rd, Darlington DL3 9EP
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Holistic Finance

Holistic Finance

(14)
  • Financial Advice
  • Portfolio
  • Options
“Kevin gives a personal service and provides regular analysis of the effects world events are having on our investments. Very happy with the advice provided”
Family Business
Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW
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The Tax Faculty

The Tax Faculty

(9)
  • Property
  • Capital Gains Tax
  • Knowledge
“I've had the pleasure of working with Charles Tateson at TTF for several years now, specifically for property CGT reports. Charles's depth of knowledge, meticulous attention to detail, and unwavering patience in handling my tax matters have truly set...”
Free Initial Consultation
Transparent Fees & Pricing
Portland House, Belmont Business Park, Durham DH1 1TW
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Mortgage Advice Centre

Mortgage Advice Centre

(16)
  • Hand
  • Life Insurance
  • Remortgage
“Tracey was fabulous from start to finish, everything was always fully explained. Excellent communication, always updated as and when there was progress, very responsive to questions and the whole process was straight forward and hassle free.”
20+ Years Experience
126 Newgate St, Bishop Auckland DL14 7EH
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Homesavers Mortgages & Loans

Homesavers Mortgages & Loans

(5)
“I have been working here for nearly 11 years now. I have over 27 years in the mortgage and financial services industry. I can honestly say that is by far and away the best company I have worked for. We source the best deals for our customers and look...”
Coupons & Offers
6 Kensington South, Bishop Auckland DL14 6JA
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Baines Jewitt Chartered Accountants and Business Advisers

Baines Jewitt Chartered Accountants and Business Advisers

Disclaimer, Baines Jewitt Publications, Tax Rates and Allowances
““Baines Jewitt provides a meticulous approach to the tasks in hand, as well as providing a pragmatic view on numerous ad hoc situations. We talk regularly and freely and think of Baines Jewitt as a trusted, sometimes critical, adviser, who supports o...”
Transparent Fees & Pricing
Spitfire House, 19 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TU
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Chipchase Nelson Chartered Accountants

Chipchase Nelson Chartered Accountants

Individual Services, Business Services
“The Willis Scott Group is a dynamic firm of accountants and business advisors, headed up by our Senior Partner Ken Scott. Having been established since 1902, our offices are situated throughout the North-East of England, head office being in the City...”
Transparent Fees & Pricing
Chipchase Nelson Chartered Accountants, 5/6 Kensington, Bishop Auckland DL14 6HX
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Robert Carlton Independent Financial Advisers

Robert Carlton Independent Financial Advisers

(2)
Pensions, Tax Information, Insurance
“Ian's attention to my overall and detailed requirements was reliable, knowledgeable and most professional. His support was most appreciated, I have no hesitation in recommending him in his capacity as an independent financial advisor.”
251 Acklam Rd, Middlesbrough TS5 7BW
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Atom Financial

Atom Financial

(2)
“Having worked with Atom Financial for the best part of 15 months, I can say I have nothing but positive experiences. They are both friendly and approachable and bring a level of service and expertise that builds a new level of confidence. I would hig...”
Offers Financing Options
Tees Valley Business Centre, Suite 35 Durham, Orde Wingate Way, Stockton-on-Tees TS19 0GD
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MG Shaw

MG Shaw

(1)
Insurance Planning, Financial Planning, Investment Planning
“Very knowledgeable, professional and friendly. I can't find fault with the plan put in place for my retirement and I feel like I am in safe hands moving forward. Positive Responsiveness, Quality, Professionalism”
4 High St, Norton, Stockton-on-Tees TS20 1DN
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Wealth of Advice

Wealth of Advice

(14)
  • Meeting
  • Confidence
“Excellent, bespoke financial planning advice, with friendly and client-focussed staff always at hand. I would have no hesitation in recommending Chris and the team. Positive Responsiveness, Quality, Professionalism, Value”
Serving Newton Aycliffe Area
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Hogarth Wealth Management - Financial Advisor Hartlepool

Hogarth Wealth Management - Financial Advisor Hartlepool

(9)
  • Advice
“Richard helped me get my personal pension setup through SJP, explained everything clearly and assisted with transferring my pensions into one. Also helped me setup my life insurance & critical illness cover.”
Offers Financing Options
78 Spalding Rd, Hartlepool TS25 2JP
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Prismatic Wealth Limited

Prismatic Wealth Limited

(3)
“Very impressed with this company. Professional but friendly.”
Prismatic House, 26 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TX
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Bloomfield Financial Limited

Bloomfield Financial Limited

(8)
  • Financial Advice
“Bloomfield Financial assisted us in moving to our first ever owned property. Their services massively helped take the stress out of the situation, making the entire process relatively painless. Areas which would have required hours of research to ...”
Serving Newton Aycliffe Area
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Retirement Planning and Investment Management Services in Newton Aycliffe Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Average price range is based on 445 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 445 cost profiles.

Why these companies made our list

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