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

(33)
  • Insurance
  • Communication
  • Policy
“Can't recommend 2mTrust highly enough. I met recently with Liam, who sorted out a range of affordable insurance policies for my family. It was all done very professionally and quickly. If you're looking for financial advice of any kind, this is the p...”
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, 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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Michael Cook Wealth Management Limited

Michael Cook Wealth Management Limited

(2)
“I've had several meetings with Michael and I can tell I'm in safe hands. He actually cares about you the client and what happens to you. He helps plan for the future with his in depth knowledge of pensions & investments. I wouldn't go anywhere else! ...”
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, North Shields NE30 1AF
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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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Steadfast Wealth Management

Steadfast Wealth Management

“Cyber Essentials is the UK Government standard for demonstrating good cyber security practices in which to protect client and company data. As a Plus certified business, we have passed an independent audit that validates the security our systems.”
Suite 2, Blue Pigeon Cosalt, 1 Liddell St, Fish Quay, North Shields NE30 1HE
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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
“I have been a client with Tait Walker for just over 2 years now and wish i had been with them for 10years +. Excellent service from all of the team especially Leonard and Glen who help me understand my situation better in planning for the future. Ma...”
Bulman House, Regent Centre, Henry St, Newcastle upon Tyne NE3 3LS
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North East Equity Release

North East Equity Release

(50)
  • Market
  • Product
  • Financial
“I have needed Joanne's help updating our family finances a number of times over the years. The reason I keep going back to her is because she is completely dedicated to finding her clients the best financial deal for their needs but also the option w...”
In Business Since 2020
Serving North Shields Area
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Intouch Financial Advice

Intouch Financial Advice

(49)
  • Insurance
  • The Future
  • Calls
“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 North Shields Area
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Robson Laidler Accountants Limited

Robson Laidler Accountants Limited

(43)
  • Questions
  • Financial
  • Team
“We use RL as our accountant and tax advisers, confidant, and quite a bit of mentorship too. Always a speedy response, always in English a Scotsman can understand. Shout out to Martin for his enthusiasm and Lisa for her unwavering patience.”
100+ Years Experience
Fernwood House, Fernwood Rd, Jesmond, Newcastle upon Tyne NE2 1TJ
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Jackson Potter

Jackson Potter

(28)
  • Professional
  • House
  • Insurance
“We got our mortgage here 5 years ago and the service was fab smooth sailing , they keep you up to date and find the best deals even years after , i be defo coming back when I want to move home soon 😁 …”
20+ Years Experience
Coupons & Offers
109 Sea Rd, Roker, Sunderland SR6 9BN
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Safeguard Financial Services

Safeguard Financial Services

(30)
  • Information
  • Stress
  • Home
“I dealt with Reece and he was absolutely brilliant. My case had so many problems but he worked quickly and patiently and got things done. I would very highly recommend his services. Thank you so much Reece.”
In Business Since 2005
3 Earl's Ct, Fifth Ave, Gateshead NE11 0HF
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Robinson Financial Careers

Robinson Financial Careers

(13)
“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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Co-Navigate Limited

Co-Navigate Limited

(14)
Insurance & Protection Planning, TAX Planning, Investments
“I would absolutely recommend Co-Navigate if you are looking for a mortgage. Fiona found us the best deal and guided us through the application process and helped us along right through until completion of our new build property. There were plenty of ...”
In Business Since 2015
Transparent Fees & Pricing
21 Lansdowne Ct, Newcastle upon Tyne NE3 1HP
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Savage Silk

Savage Silk

(20)
  • Price
  • Sale
  • Team
“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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B-Advised

B-Advised

(26)
Income Protection Quote, Equity Release, Mortgages
“Superb professional service diligently updated me throught whole process. Keith made me feel confident from start to finish. This is the 4th Mortgage he has done for me over last 15 years.”
In Business Since 2006
Metropolitan House Longrigg, Long Rigg Rd, Swalwell, Newcastle upon Tyne NE16 3AS
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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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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.”
In Business Since 2010
172-174 Albert Road, Jarrow, Tyne and Wear, Jarrow NE32 5JA
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Glenn Ford Private Finance

Glenn Ford Private Finance

(13)
Milan & Kavitha, Claire & Richard, Paul & Chris
“Glenn and Wendy were a fantastic help with organising a mortgage, income protection and critical illness protection. They made the process of buying a house so seamless and smooth (and stress free)! I would absolutely recommend them to anyone and wou...”
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”
63 / 65 Sea Rd, Roker, Sunderland SR6 9BW
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Giraffe Financial

Giraffe Financial

(14)
  • Team
  • Mortgage
“Steven and the whole team at Giraffe Financial are the absolute experts in their field. We have been advised by them for a number of years now and Steven especially is so knowledgeable, approachable and extremely professional. We would not hesitate t...”
In Business Since 2013
7-9 High St E, Wallsend, Newcastle upon Tyne NE28 8PA
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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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