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Tallow Financial Planning

(50)

Investment Planning, Protection Planning, Mortgage Planning

“I have used Tallow Financial Planning for the last few years for all my financial advice needs, their service is highly professional as well as personal and friendly. Highly recommend to anyone looking for an independent financial adviser.”

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2mtrust

(40)

Communication
Emails
First Time Buyers

“Tim and Jo were superb. They were able to provide me with the best sound ethical advice I could have hoped for. Both listened attentively to what I needed and were able to provide me with a perfect protection insurance policy. I would highly reco...”

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Homesavers Mortgages & Loans

(5)

“An excellent and friendly service. Trevor was very knowledgable, clear and concise when we visited for a remortage. Getting our new deal was really easy and straightforward!”

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Financial Solutionsltd

(4)

My Portfolio, Calculators, 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”

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Amethyst Ifas

(1)

“First class service. Very professional. Friendly and helpful in every way.”

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Howard McCain Wealth Associates

(1)

“First class operator, taking time to discuss important financial decisions that have life implications. Highly recommend”

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Blue Sky Thinking UK

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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...”

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AW Financial Services

“We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free...”

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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...”

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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...”

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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...”

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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...”

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K P Simpson Certified Public Accountants

(14)

Financial Services, Individual, Taxation

“Couldn't ask for more support, or a friendlier team! I don't know how I ever managed on my own, it doesn't come easy to me, so I needed an accountant that I had 100% confidence in, and that's exactly what I got. They made everything so simple, and I ...”

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Northumbria Financial Management

(3)

“Can't thank Andrew Teasdale enough for all his financial advice and support. I know how challenging we've been as clients, but every time he goes above and beyond! He's been absolutely fantastic - great guy and great advice!”

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North East Equity Release

(50)

Knowledge
Market
Remortgage

“I have used Joanne for all of my mortgages and remortgages for 20yrs. So have many of my colleagues and friends. Joanne always works incredibly hard to find the best deals on the market to suit you. She has a wealth of knowledge and experience and ...”

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Robson Laidler Accountants Limited

(50)

Expertise
Healthcare
Led

“We first used their service when we had rental properties. They were very professional from start to finish. Put our minds at ease and explained every step fully. We now use their services for our B & B and every member of staff we've dealt with ov...”

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Ben Charles Durham Financial Services

(38)

Auctions, Book A Valuation, Lettings

“Rachael was brilliant and sorted my mortgage out, finding the best deal that suited my needs, nothing was a problem and always ready to take your call for any queries I had. A year later she also advised me on redundancy and life insurance cover. I ...”

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Intouch Financial Advice

(48)

House
Emails
Work

“The service I received was quick and efficient. All staff were very professional and helpful no query was too big or small. As a first time buyer I was unsure where to start but the process has been made easy, stress free and understandable. The t...”

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Safeguard Financial Services

(50)

Calls
Remortgage
Up to Date

“These are incredible people who have made the journey smooth so far. Incredibly grateful to Jamie our case manager and William, our broker. They never got tired of answering our many questions especially as we had next to no idea about how to go abou...”

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Jackson Potter

(28)

Insurance
Communication
First Time Buyer

“Was recommended to use jackson potter by a friend . Glad we did . Steve and his team made it completely stress free and got us the results we needed with as little stress as possible . Steve's a great guy too and even after the mortgage was approve...”

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Robinson Financial Careers

(12)

Number
Consummate

“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!”

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B-Advised

(26)

Business Insurance, Family Protection, Income Protection Quote

“Superb service and advice from Jim with help needed for an equity release. Everything was done remotely via video calls and telephone because of covid with exceptional professionalism. Positive Quality, Professionalism, Value”

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Savage Silk

(20)

Team
Conveyancing
Reason

“Updating my last review as things have progressed since. We've now received the explanation for the delay in our purchase and are happy with the actions taken. The firm have looked out for our interests, and possibly due to the broken app, just not t...”

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Average Cost	£3675
Minimum cost	£1226
Maximum cost	£10412
Avg Per Hour Rates	£369

Best Financial Advisors in South Shields

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the South Shields area.

Tallow Financial Planning

2mtrust

Homesavers Mortgages & Loans

Financial Solutionsltd

Amethyst Ifas

Howard McCain Wealth Associates

Blue Sky Thinking UK

Karen Richardson Financial Services

AW Financial Services

Wishart Financial Solutions

Jacana

A&K Financial Managment

Steadfast Wealth Management

K P Simpson Certified Public Accountants

Northumbria Financial Management

North East Equity Release

Robson Laidler Accountants Limited

Ben Charles Durham Financial Services

Intouch Financial Advice

Safeguard Financial Services

Jackson Potter

Robinson Financial Careers

B-Advised

Savage Silk

Retirement Planning and Investment Management Services in South Shields Cost Estimates

Why these companies made our list

Wealth Management Advisors near South Shields

Popular in South Shields