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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A&K Financial Managment

A&K Financial Managment

19 Abbots Way, North Shields NE29 8LU
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Steadfast Wealth Management

Steadfast Wealth Management

Suite 2, Blue Pigeon Cosalt, 1 Liddell St, Fish Quay, Tynemouth, North Shields NE30 1HE
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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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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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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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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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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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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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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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Rutherford Hughes

Rutherford Hughes

(10)
  • Investments
“David Hughes is the 'go to' financial adviser. He carefully presents a range of options; and gives top notch advice. I have been a client for 11 years or so. My portfolio has flourished in his very capable hands Positive Responsiveness, Quality, Prof...”
In Business Since 2016
38 Collingwood St, Newcastle upon Tyne NE1 1JF
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Pilling Financial

Pilling Financial

(1)
Estate Planning, Overview, Savings & Investments
“If you ever need Financial help /advice / guidance. This is the place to go. . I was so reassured from day one. Always there to help and talk too. If you don't understand first time, Andrew will always try to explain in simple terms.. Thank you.”
25+ Years Experience
Transparent Fees & Pricing
Serving North Shields Area
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Gameplan Financial

Gameplan Financial

(9)
  • Life
  • Question
  • Mortgage
“My cover was sorted by Tom. He was informative, personable and friendly, explaining the cover really well. Excellent service and would highly recommend.”
Unit 11, Silverlink Business Park, Wallsend NE28 9NX
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Newcastle Financial Planning

Newcastle Financial Planning

(15)
  • Information
  • Meeting
  • Calls
“I couldn't recommend Wayne more, he is extremely knowledgeable and gave me exceptional advice. He's very professional and has helped me plan for the future.”
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
“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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Bespoq Commercial Solutions

Bespoq Commercial Solutions

(3)
  • Professionalism
“Dealt with Neil Berry once again and as per the previous transactions we cannot be more grateful for what he did..Total professionalism throughout the journey, even calling us when he was on holiday making sure we was up to speed with all development...”
In Business Since 2016
Transparent Fees & Pricing
46 Frederick St, Sunniside, Sunderland SR1 1NF
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Ryecroft Glenton

Ryecroft Glenton

(2)
Wealth Management, Outsourced | FD, 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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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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