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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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Tallow Financial Planning

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.”
Innovation House, South Church Enterprise Park, Longfield Rd, Bishop Auckland DL14 6XB
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2mtrust

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...”
In Business Since 2000
Serving South Shields Area
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Homesavers Mortgages & Loans

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!”
Coupons & Offers
6 Kensington South, Bishop Auckland DL14 6JA
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Financial Solutionsltd

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”
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
Serving South Shields Area
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Howard McCain Wealth Associates

Howard McCain Wealth Associates

(1)
“First class operator, taking time to discuss important financial decisions that have life implications. Highly recommend”
Serving South Shields Area
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Blue Sky Thinking UK

Blue Sky Thinking UK

Serving South Shields Area
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Wishart Financial Solutions

Wishart Financial Solutions

Remote Consultations Available
66A Stanhope Rd, South Shields NE33 4BS
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Karen Richardson Financial Services

Karen Richardson Financial Services

1 Benton Park Rd, South Gosforth, Newcastle upon Tyne NE7 7LX
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AW Financial Services

AW Financial Services

Business Centre, Office 48 South Tees, Middlesbrough TS6 6TL
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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

Serving South Shields Area
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North East Equity Release

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 ...”
Serving South Shields Area
Featured

It can be overwhelming when you’re looking to make significant financial decisions later on in life, but North East Equity Release can help alleviate some of that stress and make the process easier to understand. See what our valued clients have to say about using our services in the latest blog post.

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Ben Charles Durham Financial Services

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 ...”
96 Claypath, Durham DH1 1RG
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Intouch Financial Advice

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...”
Serving South Shields Area
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Safeguard Financial Services

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...”
3 Earl's Ct, Fifth Ave, Gateshead NE11 0HF
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Jackson Potter

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...”
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
“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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B-Advised

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”
Metropolitan House Longrigg, Long Rigg Rd, Swalwell, Newcastle upon Tyne NE16 3AS
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Savage Silk

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...”
Helix, The Core, Bath Ln, Newcastle upon Tyne NE4 5TF
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Co-Navigate Limited

Co-Navigate Limited

(15)
Pensions & Retirement Planning, Ethical Investment, TAX Planning
“Highly professional independent financial advisors. We have been clients of Co-Navigate for many years now and always rely on their expertise, sound financial advice and prompt professional service. They are clear and jargon free and always answer ...”
21 Lansdowne Ct, Newcastle upon Tyne NE3 1HP
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Glenn Ford Private Finance

Glenn Ford Private Finance

(14)
Paul & Chris, Claire & Richard, Milan & Kavitha
“Glenn, Wendy and the team are fantastic. Their support during our house buying process was completely invaluable. They have a wealth of experience, got us a great mortgage and it was particularly useful that they understand the career structure of do...”
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)
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 ...”
172-174 Albert Road, Jarrow, Tyne and Wear, Jarrow NE32 5JA
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The Tax Faculty

The Tax Faculty

(9)
  • Capital Gains Tax
  • Knowledge
  • Property
“I have worked with The Tax Faculty for some time now, and their wealth of knowledge and experience in dealing with complex HMRC matters is second to none. I'd have no hesitation in recommending Charles and the team to anyone. Positive Responsiveness,...”
Transparent Fees & Pricing
Free Initial Consultation
Portland House, Belmont Business Park, Durham DH1 1TW
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UK Law Guides

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

Fair range £2450 to £6738 is based on 273 cost profiles.

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