Best Financial Advisors in North Shields

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the North Shields area.

2mtrust

2mtrust

(40)
  • Interest Rates
  • First Time Buyers
  • Company
“Very helpful financial advice. My wife and I were unsure about which income protection policy to take out, and Liam and Mark were able to carefully guide us through the relevant options. They were also invaluable in showing me how to optimise my pens...”
In Business Since 2000
4 Beverley Terrace, Cullercoats, North Shields NE30 4NT
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Financial Solutionsltd

Financial Solutionsltd

(4)
Calculators, My Portfolio, Research Links
“Ray has helped me with my financial planning and through his advice has me on track into my pension journey. Time flies so getting your finances right is reassuring indeed”
93 Fowler St, South Shields NE33 1NU
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Amethyst Ifas

Amethyst Ifas

(1)
“First class service. Very professional. Friendly and helpful in every way.”
In Business Since 2002
83 Howard St, Tynemouth, North Shields NE30 1AF
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7 Financial Planning

7 Financial Planning

(1)
“I chose 7FP to help me with my pension after reading there reviews. Amy came out to the house and explained everything clearly and help us with all the forms etc. if I needed any advice or wasn't sure on anything she would always reply to my message...”
Serving North Shields Area
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Wishart Financial Solutions

Wishart Financial Solutions

“Wishart Financial Solutions is a trading name of Just Mortgages Direct Limited, an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Registe...”
Remote Consultations Available
66A Stanhope Rd, South Shields NE33 4BS
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Jacana

Jacana

“Adviser Outsourcing provide outsourced income reconciliation and administration services in addition to training and consultancy. Software systems covered include XPLAN and Commpay (Iress), Curo (Time4Advice), Intelligent Office (Intelliflo), Wealthc...”
75-79 Howard St, Tynemouth, North Shields NE30 1AF
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Steadfast Wealth Management

Steadfast Wealth Management

“I have always found Lee to be available to give advice as and when required, putting mine and my wife's interests first whilst providing sound and trustworthy advice. His support has always been of the highest order and provided in a timely and profe...”
Suite 2, Blue Pigeon Cosalt, 1 Liddell St, Fish Quay, Tynemouth, North Shields NE30 1HE
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A&K Financial Managment

A&K Financial Managment

“Welcome to A&K Financial Management Limited. We are proud to offer a holistic and bespoke financial planning service in the North East, Northumberland and beyond. Our office is based in Northumberland, although we also have office facilities availabl...”
19 Abbots Way, North Shields NE29 8LU
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K P Simpson Certified Public Accountants

K P Simpson Certified Public Accountants

(14)
Individual, Financial Services, Taxation
“Excellent company have been with KP Simpson 7/8 years now and Andy and his team have always offered a professional and very helpful service,wouldn't go anywhere else.”
172-174 Albert Road, Jarrow, Tyne and Wear, Jarrow NE32 5JA
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North East Equity Release

North East Equity Release

(50)
  • Financial
  • Remortgage
  • Number
“I found Joanne through the Equity Release Council. I was looking for someone local who I could deal with face to face, was experienced, a good communicator, knew the market well and could best interpret my requirements into a satisfactory outcome. ...”
Serving North Shields Area
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Robson Laidler Accountants Limited

Robson Laidler Accountants Limited

(50)
  • Goals
  • Led
  • Advice
“I've been working with Dan Adamson for a year now on taking my business to the next level. Without a doubt, this year has been fantastic for me business wise and I wouldn't have done it without Dan's guidance and clear approach to growth. Would absol...”
100+ Years Experience
Fernwood House, Fernwood Rd, Jesmond, Newcastle upon Tyne NE2 1TJ
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Intouch Financial Advice

Intouch Financial Advice

(48)
  • Insurance
  • Work
  • Calls
“Outstanding service from the team! Big shout out to Beverly, Jorgia, and Matthew in particular! Positive Responsiveness, Quality, Professionalism, Value”
Serving North Shields Area
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Safeguard Financial Services

Safeguard Financial Services

(50)
  • Informative
  • Up to Date
  • Stress
“Sterling job with lots of updates every step of the way. Both Jonathan and Scott kept me up to date with daily updates on mortgage application status. The deal they got me was the best around. I'm delighted with the service I received from Safeguard ...”
3 Earl's Ct, Fifth Ave, Gateshead NE11 0HF
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Jackson Potter

Jackson Potter

(28)
  • First Time Buyer
  • Professional
  • House
“Excellent service provided by both Steve and Nigel. They keep you in the loop throughout the process and I couldn't recommend them enough. Thanks guys! Positive Responsiveness, Quality, Professionalism, Value”
20+ Years Experience
Coupons & Offers
109 Sea Rd, Roker, Sunderland SR6 9BN
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Robinson Financial Careers

Robinson Financial Careers

(12)
  • Number
  • Consummate
“Highly recommend to any prospective employees or employers. Ian was brilliant; very courteous and professional and always kept me up to date on any developments with my job search.”
Emergency Services
Rotterdam House, 116 Quayside, Newcastle upon Tyne NE1 3DY
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B-Advised

B-Advised

(26)
Income Protection Quote, Equity Release, Mortgages
“Keith helped me massively with getting me a suitable mortgage for my needs, his service all the way through was excellent he is a very knowledgeable person who answered all my many questions”
Metropolitan House Longrigg, Long Rigg Rd, Swalwell, Newcastle upon Tyne NE16 3AS
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Savage Silk

Savage Silk

(20)
  • Chain
  • Reason
  • Lease
“After having to move solicitors due to lender requirements, the team at savage moved quickly in sorting out all elements to completion. The team work hard and thoroughly so I appreciate all of your help and guidance along the way! I would use these a...”
Helix, The Core, Bath Ln, Newcastle upon Tyne NE4 5TF
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Co-Navigate Limited

Co-Navigate Limited

(15)
Insurance & Protection Planning, TAX Planning, Investments
“Lyndsey has been absolutely invaluable in helping us to buy our first home! I can't speak highly enough of her commitment to her job and to helping us to understand every step of the process. Both her and Fiona have been an absolute joy to work with....”
21 Lansdowne Ct, Newcastle upon Tyne NE3 1HP
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RMT Accountants & Business Advisors

RMT Accountants & Business Advisors

(6)
IT & Technology, Personal Tax, Commercial Finance
“We have been using RMT for various financial services, and we couldn't be more impressed with their outstanding performance. From handling our R&D tax credits to grant claims, payroll, and year-end accounts, they have proven to be exceptionally effic...”
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)
Milan & Kavitha, Claire & Richard, Paul & Chris
“Fantastic service from Glenn, Wendy and Matthew. They were friendly and helpful throughout the buying process, and were always available to give advice for a first-time buyer. I never felt pushed or persuaded when considering options, just given the ...”
In Business Since 2016
126, Maling Exchange, Hoult's Yard, Byker, Newcastle upon Tyne NE6 2HL
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Advanced IFA

Advanced IFA

(10)
Taxation, Savings & Investments, Mortgages
“After needing some financial advice in 2014 I went to see David at Advanced IFA. I have now referred friends and family who are all very happy dealing with Andrew & Brian. I am happy to recommend them for Independent Positive Professionalism”
63 / 65 Sea Rd, Fulwell, Sunderland SR6 9BW
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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”
Remote Consultations Available
Hoults Yard, Walker Rd, Newcastle upon Tyne NE6 2HL
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Acctax Services

Acctax Services

(3)
Bookkeeping Services, Management Accounting, Statutory Accounts
“It was a pleasure dealing with Zaheer (Accountant) at AccTax Services. AccTax Services were very professional and very effective in terms of communication and them delivering their tax services to our business. I would highly recommend AccTax S...”
Free Initial Consultation
The Beacon, Westgate Rd, Newcastle upon Tyne NE4 9PQ
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Reeves Independent

Reeves Independent

(7)
Reeves Global Partners, Pension Review, Tax Planning
“Nigel and his team provided a bespoke pension service tailored to my specific requirements and has expertly advised and explained the process at every stage, sharing his insight and knowledge with a personable and easy going approach. I would have...”
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 North Shields Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 285 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 285 cost profiles.

Why these companies made our list

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