Best Financial Advisors in Sunderland
Handpicked from 59 vetted & reviewed Financial Planning & Wealth Management firms in the Sunderland area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Business Insurance, Health Insurance, Financial Planning
“Advanced IFA Ltd were recommend to me as I required advice regarding my private pension. I had a meeting with Andrew to discuss my requirements where he explained my options in a friendly and professional manner, I have decided for Andrew to set up ...”
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Jackson Potter
- Number
- Insurance
- Questions
“I have dealt with Steve from jackson & Potter for the purchase of both my homes, as a first time single buyer i struggled to understand the mortgage deals. I contacted this company and the process was quick, easy and without problems!
Steve did abs...”
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Stephen Hope Wealth Management
“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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Grainger Financial Planning
Market Data, My Portfolio, Newsletters
“At Grainger Financial Planning, we are different to most financial advisers. We believe that before we can talk to you about your money, we need to know about you.”
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Bespoq Commercial Solutions
“We are Bespoq Commercial Solutions, and we pride ourselves on providing outstanding financial support to businesses across the North East of England.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Co-Navigate Limited
Mortgage Advice, Pensions & Retirement Planning, Business Planning
“I would highly recommend Lyndsey and the team at Co-navigate for mortgage advice and everything to do with getting a mortgage. This is the 2nd time we have taken out a mortgage through Lyndsey's help and expertise. Lyndsey and Fiona were always there...”
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Bell Anderson
Management Accounts, Audits, Payroll and VAT
“Lovely friendly staff, always find away to help when needed”
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Amethyst Ifas
“First class service. Very professional. Friendly and helpful in every way.”
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Carrick Financial Management
“Been fine up till now very polite people”
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Safeguard Financial Services
- Professional
- First Time Buyer
- Company
“No words can describe how grateful I am to the team at Safeguard for all their help during purchasing my first home! They went above and beyond especially Linda and Liam who were phenomenal. There were some complications and I was at risk of loosing ...”
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B-Advised
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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Intouch Financial Advice
- Team
- Questions
- First Time Buyers
“Me and my husband can't thank intouch enough for making our dream a reality,from the first phone call to Callum many months ago we were put at ease straight away and made to feel welcome and that they had your best interests as a priority. We were wo...”
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Robinson Financial Careers
“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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Robson Laidler Accountants Limited
- Team
“As a small business, we fell foul allocating a small budget to our accountancy. The result was that after 4 years of operations we found out our previous two years filing has been completed incorrectly alongside many aspects incorrectly advised.
R...”
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RMT Accountants & Business Advisors
Business Advice, Corporate Finance, Business Tax
“Been a client of RMT for over 10 years. The company and the team are extremely professional and have a wealth of experience and reputation across the different business sectors.”
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North East Equity Release
- Professional
- Communicate
- Product
“Jo is one of the most excellent people I have ever had the pleasure of doing business with. I recently took out a Lifetime Mortgage against my home, as did my elderly mother. From the outset, Jo diligently looked for the best deals and throughout t...”
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Giraffe Financial
- Mortgage
- Experience
- Team
“I was recommended Giraffe Financial thru a friend,
I dealt with a young Gentleman by the name of Kieran, who was committed to the cause of helping me achieve my Mortgage of moving house,
Kieran was with me thru out the experience and kept me update...”
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Mullen Stoker Chartered Accountants & Business Advisers
Business Startup, Large Corporate, Small / Medium Business
“Mullen Stoker have acted as my company accountants since their inception. They look after our tax affairs and payroll. The service is consistently exceptional and always offered on a personal, friendly basis. Impossible to fault and highly recommende...”
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Accounting
“Accounting Inc are a breath of fresh air compared to many traditional accountants. Neil is relaxed and friendly but he really knows his stuff and takes a very proactive approach. Highly recommended.”
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Reeves Independent
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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Ben Charles Durham Financial Services
- Efficient
- Experience
- First Time Buyer
“Rachael is our one stop solution for all our mortgage needs. Having no experience, my wife and I struggled quite a bit to find mortgage lenders when we were trying to buy our first property. We're are so glad to have found Rachael at Ben Charles. She...”
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Paraplan Limited
Suitability Report Writing, Financial Forecasting, Investment Propositions
“Tony and his team have provided invaluable support, I look forward to working closer with TSFP in the future.”
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The Tax Faculty
- Hmrc
“I felt totally at ease after contacting Charles Tateson regarding a CGT matter. Not being familiar with tax matters, it was great to have someone with Charles's HMRC background handling matters.
Nothing was too much trouble for Charles and the whole...”
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Glenn Ford Private Finance
Phil & Zoe, Paul & Chris, Caroline
“Fantastic service from Glenn, Wendy and Matthew. They were friendly and helpful throughout the buying process, and were always available to give advice for a first-time buyer. I never felt pushed or persuaded when considering options, just given the ...”
Retirement Planning and Investment Management Services in Sunderland Cost Estimates
Why these companies made our list
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