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Amethyst Ifas
“First class service. Very professional. Friendly and helpful in every way.”
Best Financial Advisors in South Shields
The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the South Shields area.
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Homesavers Mortgages & Loans
“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...”
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Financial Solutionsltd
My Portfolio, Calculators, Research Links
“Very helpful initial financial review with Ray O'Donnell, covering investments, property rental & pensions”
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Blue Sky Thinking UK
“I can't praise Blue Sky Thinking highly enough. I started as a one-woman-band just two years ago and thanks to the expertise and encouragement from Blue Sky Thinking I'm alreay in profit which has beaten my own projections by fourteen months... I ha...”
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Howard McCain Wealth Associates
“First class operator, taking time to discuss important financial decisions that have life implications. Highly recommend”
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Michael Cook Wealth Management Limited
“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! ...”
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2mtrust
“2m Trust are fantastic, excellent at what they do, so professional, diligent and hard working. Dave was outstanding, such a great ambassador for 2m, so encouraging to us, gave us so much confidence and helped us through a process we would never have ...”
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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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Jacana
“Jacana helps IFA practices optimise front and back office systems and processes, allowing you to improve efficiency and increase profits. The team at Jacana specialises in providing independent advice and training on Adviser Office, the leading front...”
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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.”
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Co-Navigate Limited
Pensions & Retirement Planning, Ethical Investment, TAX Planning
“I've always been a little unsure about financial 'advice'. Before meeting Jamie and the team at Co-Navigate I'd felt it was really a sales job for financial products. I feel very fortunate we spent time with Jamie who I felt really listened to our am...”
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Advanced IFA
Health Insurance, Mortgages, Pensions
“The professionalism and knowledge of the personnel working for this business is outstanding. I could not have wanted for anything more. Nothing was of any trouble and they always seem to want to go the extra mile to ensure all my needs and more were ...”
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Bell Anderson
Audits, Statutory Accounts, Payroll and VAT
“Lovely friendly staff, always find away to help when needed”
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Carrick Financial Management
“Been fine up till now very polite people”
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Jackson Potter
- Insurance
- House
- Questions
“I have used Steve for mortgages on a number of occasions. His knowledge is second to none and I have always received friendly, professional, personalised advice. I have made countless recommendations to family and friends who all have also had positi...”
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Safeguard Financial Services
- First Time Buyer
- Call
- Stress
“Excellent service from the first call! Liam has been fantastic throughout the process and has kept us informed during every step along the way. Being a first time buyer in such unstable times was made much easier by Liam and the team.
Would definit...”
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B-Advised
Business Insurance, Funeral Plans, Family Protection
“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.”
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Intouch Financial Advice
- Questions
- Calls
- Emails
“Adam & Georgia made such a stressful process steamless and were super responsive to all my requests.
Incredibly professional and friendly service and I'd recommend them to anyone. Thank you so much answering all my questions and being os patient ...”
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Robinson Financial Careers
“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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RMT Accountants & Business Advisors
Corporate Finance, Recovery & Insolvency, Wealth Management
“Started using RMT back end of 2021, first time for years, i've found an accountant forward thinking, replies to emails and requests very quickly, very highly recommended from me.”
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Robson Laidler Accountants Limited
- Team
“I have found Robson Laidler to be incredibly responsive as a firm. They have been able to quickly prioritise my requests for information and paperwork without any difficulty. It really feels like they are on your side!”
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North East Equity Release
- Communicate
- Advice
- Product
“I had great advice from Joanne, during a very difficult purchase, and I've recommended her services to a number of friends & colleagues already. Thank you Stefan for the introduction!”
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Giraffe Financial
- Team
- Experience
- Mortgage
“Relocating to the UK from overseas as first-time buyers, Steven and the team expertly navigated us through the mortgage application process. We've already recommended their outstanding service to our friends and family and will continue to do so in t...”
Retirement Planning and Investment Management Services in South Shields Cost Estimates
Minimum cost
£1226
Maximum cost
£10412
National Average
£3675
Avg Per Hour Rates
£369
£2450
£6738
Fair price range is based on
273 cost profiles
Why these companies made our list
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