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Jackson Potter

(28)

Number
Insurance
Questions

“Steve Jackson helped broker our purchase in 2019 and I've gone on to recommend him and the firm to a few friends successfully. He is a person who knows the ropes and can tell you exactly what you need and when, whether you're employed/self employed, ...”

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Advanced IFA

(10)

Business Protection, Protection, Financial Planning

“Over the past 15 years Advanced IFA has advised me, provided guidance for me and organised matters such as my remortgage and also setting up my private pension needed when changing profession. The team have up to date knowledge and many years of expe...”

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Bespoq Commercial Solutions

(3)

Professionalism

“I always get great service from Lucy, but most importantly during my most recent dealings with her I got some very honest advice which will result in a much smoother process of what I was trying to achieve. I couldn't recommend Lucy and Bespoq highly...”

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Stephen Hope Wealth Management

(13)

Review
Future
Chat

“Being a first time buyer in the middle of a global pandemic could have been the most stressful and worrying experience but the service I received from Lee made everything so much smoother. I really cant thank him enough for all of the support in not ...”

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Oracle Financial Planning Limited

“The Financial Conduct Authority does not regulate taxation and trust advice. Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice, the precise amount of the fee will depend upon your c...”

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Kinetic Private Investments Limited

“Chris's role at Kinetic Properties is to oversee all financial aspects of the business, including risk and cash flow management in addition to approving and managing budgets, ultimately driving the company's financial strategy and planning. Chris als...”

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K P Simpson Certified Public Accountants

(14)

Small Medium Business, Financial Services, Taxation

“I moved to working with KP Simpson to handle things for my business recently and it's genuinely one of the best decisions I've made to date. Helpful. Honest. Fast to reply. Always there for you. The list could go on...for a very long time. The ...”

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Northumbria Financial Management

(3)

“Quality and integrity in financial advice. Have used for over 30 years- highly recommended.”

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Robson Laidler Accountants Limited

(50)

Team
Expertise
Company

“Friendly and Approachable Accountancy Practice. Not only have they kept our accounts in order, they have helped us grow into a bigger and more profitable business.”

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North East Equity Release

(50)

Advice
Knowledge
Product

“BETTER THAN PERFECT! Joanne really showed us she really cares for her clients. Looked for the best deals for us and is always contactable should you need advice. A+ service”

Featured

While an equity release lifetime mortgage can have a multitude of benefits, including penalty-free partial repayments, inheritance protection and a no-negative equity guarantee, it is important to speak to an equity release adviser who will fully assess whether equity release is appropriate for your wants and needs. The current equity release interest rates are considerably higher than they were this time last year, and if you choose not to repay all of the interest each month, this increases the amount you have to repay at the end of your plan. At North East Equity Release, we have your best interests at heart.🤝 We will be able to advise on whether an equity release lifetime mortgage is the right solution for you and can offer alternatives that may be more suitable. Call Joanne, your local advisor for an informal chat anytime.

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Intouch Financial Advice

(48)

Team
House
First Time Buyers

“First time buyer. Highly recommend, explained every step clearly, kept us up to date throughout and quick to respond to any questions. Very friendly 😊 Positive Responsiveness, Quality, Professionalism”

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Ben Charles Durham Financial Services

(38)

Estate Agency, Auctions, Lettings

“My wife and I have benefited from the professional financial services Rachael offers within Ben Charles agency over the past eight years. In that time she has arranged 3 mortgages and several remortgages for us. In each instance we have enjoyed full ...”

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Safeguard Financial Services

(50)

First Time Buyer
Calls
Company

“Great service from Safeguard; although a bit slow at the start, they picked up pace and once Liam Bunker found me a good deal from Accord, Emrana Yasmin helped get it to offer stage. She was very good at keeping in touch, and chase up the lender too....”

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Dolphin Financial Services Limited

(50)

First Time Buyers
Remortgage
Life Insurance

“I have spoken to Andrew from Dolphin FS on numerous occasions. He has been brilliantly helpful each and every time and I would use him again. My case was pretty challenging and he sorted a solution for me that worked perfectly”

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2mtrust

(40)

Financial Advice
Communication
Family

“2mtrust are superb, caring and trustworthy. We were first time buyers, Mark couldn't do enough for us. Despite it being Easter, Mark found a mortgage on principle very quickly for us. - no messing around - delivered what we needed. So thanks Mark ...”

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Robinson Financial Careers

(12)

Consummate
Number

“Worked with Ian since we set up in 2013. Always been on hand to offer us advice and help us get the team we have today. Always has 5 minutes for a chat and a few pointers. Never too much trouble and his lloyalty is always appreciated.”

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Savage Silk

(20)

House
Team
Property

“Absolutely delighted with my experience using Savage Silk. Myself and my partner were trying to buy our first property together and had 2 fall through due to reasons with the sellers, but finally managed to get the third one over the line. We used Sa...”

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B-Advised

(26)

Pensions, Business Insurance, Investments

“Plenty of useful advice from David Thompson, his colleagues and connections. As a small Ltd Co director, David pointed me in the right direction for tax efficient solutions to pensions and life insurance, as well as lining me up with an excellent con...”

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Co-Navigate Limited

(15)

Mortgage Advice, Pensions & Retirement Planning, Business Planning

“I have found Andy, Lyndsey and the whole team at Co-Navigate a joy to work with over many years. They work hard to understand my needs as a customer and as a person and we have always found their advice to be extremely sound and comprehensive. Being ...”

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RMT Accountants & Business Advisors

(6)

Business Advice, Corporate Finance, Business Tax

“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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Glenn Ford Private Finance

(14)

Phil & Zoe, Paul & Chris, Caroline

“A friend recommended Glenn to us when we were starting to look for our first house and mortgage. Excellent service from the outset with Glenn getting to know us and understand our priorities, needs and wants. He was able to recommend the right deals ...”

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The Tax Faculty

(9)

Property
Knowledge
Capital Gains Tax

“I've had the pleasure of working with Charles Tateson at TTF for several years now, specifically for property CGT reports. Charles's depth of knowledge, meticulous attention to detail, and unwavering patience in handling my tax matters have truly set...”

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Acctax Services

(3)

Tax Obligations, Management Accounting, Statutory Accounts

“I have had a very good service with Acc Tax Services and its going quite smoothly for me . Zaheer ( Accountant ) has been very friendly and been very communicative (explained to me all the things very descriptively) and has been dealing with everythi...”

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Reeves Independent

(7)

Retirement Planning, Tax Planning, Investment Services

“Nigel is knowledgeable and supportive. He's very proactive as an IFA and always has my needs and concerns as the central focus. He is straightforward and honest; no flannel, no condescention, no flash car (out of my profits), just great advice. I wou...”

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Average Cost	£3749
Minimum cost	£1251
Maximum cost	£10623
Avg Per Hour Rates	£377

Best Financial Advisors in Sunderland

The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Sunderland area.

Jackson Potter

Advanced IFA

Bespoq Commercial Solutions

Stephen Hope Wealth Management

Oracle Financial Planning Limited

Kinetic Private Investments Limited

K P Simpson Certified Public Accountants

Northumbria Financial Management

Robson Laidler Accountants Limited

North East Equity Release

Intouch Financial Advice

Ben Charles Durham Financial Services

Safeguard Financial Services

Dolphin Financial Services Limited

2mtrust

Robinson Financial Careers

Savage Silk

B-Advised

Co-Navigate Limited

RMT Accountants & Business Advisors

Glenn Ford Private Finance

The Tax Faculty

Acctax Services

Reeves Independent

Retirement Planning and Investment Management Services in Sunderland Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sunderland

Popular in Sunderland