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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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Blue Sky Thinking UK

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AW Financial Services

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Karen Richardson Financial Services

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Steadfast Wealth Management

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A&K Financial Managment

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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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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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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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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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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 ...”

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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...”

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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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Advanced IFA

(10)

Protection, Pensions, Savings & Investments

“Myself & my boyfriend used Brian the mortgage advisor at Advanced IFA. As first time buyers we went in a little clueless but Brian talked us through the process very thoroughly and was very great throughout. He successfully found us a mortgage provid...”

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Reeves Independent

(7)

Tax Planning, Pension Review, Reeves Global Partners

“"Nigel is a seriously good guy in financial advice and planning. He is always up to date with latest legislation which means I benefit quickly in any changes. Since having Nigel on my side I feel very comfortable with my investments and pension plann...”

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Rutherford Hughes

(10)

Investments

“After my retirement in 2018 I wanted to invest, what was to me, a large portion of my lump sum and was nervous to say the least. After my first contact I had several meetings with Peter Rutherford who allayed my fears. He was so patient and tireles...”

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Newcastle Financial Planning

(15)

Knowledge
Concepts
Meeting

“Wayne was recommended to myself and my husband both having very little knowledge of our pensions. Wayne was amazing from the start meeting up with him on several occasions always making us feel very welcome, helping us understand and plan for our ret...”

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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

Blue Sky Thinking UK

AW Financial Services

Karen Richardson Financial Services

Steadfast Wealth Management

A&K Financial Managment

North East Equity Release

Intouch Financial Advice

Ben Charles Durham Financial Services

Safeguard Financial Services

Jackson Potter

Robinson Financial Careers

B-Advised

Co-Navigate Limited

Glenn Ford Private Finance

K P Simpson Certified Public Accountants

Advanced IFA

Reeves Independent

Rutherford Hughes

Newcastle Financial Planning

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