Best Financial Advisors in Wallsend

The highest-rated Financial Planning & Wealth Management companies out of 51 vetted & reviewed in the Wallsend area.

Giraffe Financial

Giraffe Financial

(14)
  • Team
  • Mortgage
“Steven and the whole team at Giraffe Financial are the absolute experts in their field. We have been advised by them for a number of years now and Steven especially is so knowledgeable, approachable and extremely professional. We would not hesitate t...”
In Business Since 2013
7-9 High St E, Wallsend, Newcastle upon Tyne NE28 8PA
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Gameplan Financial

Gameplan Financial

(9)
  • Question
  • Informative
“My cover was sorted by Tom. He was informative, personable and friendly, explaining the cover really well. Excellent service and would highly recommend.”
Unit 11, Silverlink Business Park, Wallsend NE28 9NX
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Four Rivers Financial Planning Limited

Four Rivers Financial Planning Limited

(4)
“Charlie has given me financial advice for just over 3 years now and he has guided and reassured me through the difficult time we found ourselves in with Covid and the current economy situation. Charlie has always been at the end of the phone if I nee...”
18+ Years Experience
Cobalt Business Exchange, 18+ Years Experience ¦, Cobalt Park Way, Wallsend NE28 9NZ
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Azets - Accountants & Business Advisors

Azets - Accountants & Business Advisors

(4)
Back to Main Menu, Back to Main Menu, Back to Main Menu
“I have been a client with Tait Walker for just over 2 years now and wish i had been with them for 10years +. Excellent service from all of the team especially Leonard and Glen who help me understand my situation better in planning for the future. Ma...”
Bulman House, Regent Centre, Henry St, Newcastle upon Tyne NE3 3LS
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Northumbria Financial Management

Northumbria Financial Management

(2)
“Quality and integrity in financial advice. Have used for over 30 years- highly recommended.”
Frankland Ln, Durham DH1 5TA
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DJM Financial Planning

DJM Financial Planning

(6)
  • Meeting
“I met with Dom due to needing some guidance on opening my own businesses, I was provided with valuable information I had not considered. I now feel so much more confident, I have wider knowledge on matters I was unsure of. Dom still goes out of his w...”
Offers Financing Options
Serving Wallsend Area
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North East Equity Release

North East Equity Release

(50)
  • Market
  • Phone
  • Life Insurance
“Joanne dedicated a lot of time to explaining things to me in layman's terms so I could fully understand what was best for me. Could not recommend her highly enough”
In Business Since 2020
Serving Wallsend Area
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Robson Laidler Accountants Limited

Robson Laidler Accountants Limited

(43)
  • Team
  • Information
  • Company
“I've been working with Dan Adamson for a year now on taking my business to the next level. Without a doubt, this year has been fantastic for me business wise and I wouldn't have done it without Dan's guidance and clear approach to growth. Would absol...”
100+ Years Experience
Fernwood House, Fernwood Rd, Jesmond, Newcastle upon Tyne NE2 1TJ
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Intouch Financial Advice

Intouch Financial Advice

(49)
  • Insurance
  • Informative
  • Property
“Very pleased with how quick and efficient the process was. Olivia was extremely helpful in explaining the process clearly and was always quick to answer any queries I had. Would highly recommend.”
Serving Wallsend Area
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Jackson Potter

Jackson Potter

(28)
  • House
  • Number
  • 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...”
20+ Years Experience
Coupons & Offers
109 Sea Rd, Roker, Sunderland SR6 9BN
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Safeguard Financial Services

Safeguard Financial Services

(30)
  • Information
  • Re-Mortgage
  • Property
“We are really pleased with the service offered by Safeguard financial services. Luke was fantastic in explaining the process and keeping us informed the application status at every stage. The team is very proactive, and they provide excellent guidanc...”
In Business Since 2005
3 Earl's Ct, Fifth Ave, Gateshead NE11 0HF
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2mtrust

2mtrust

(33)
  • Insurance
  • Family
  • Mortgage
“We have had a more complicated than expected journey to this house move. 2mtrust have been great at navigating us through the complicated world of mortgages. Tom Hicks was always friendly, knowledgable and good at thinking outside the box to help us...”
In Business Since 2000
Serving Wallsend Area
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Robinson Financial Careers

Robinson Financial Careers

(13)
“I have utilised the services of Ian Robinson, the founder, twice over the past few years and have always found that he listens to what I'm looking for and identifies opportunities that match my requirements. He is well connected in the FS industry an...”
Emergency Services
Rotterdam House, 116 Quayside, Newcastle upon Tyne NE1 3DY
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Co-Navigate Limited

Co-Navigate Limited

(14)
Insurance & Protection Planning, Financial Planning, Mortgage Advice
“I would absolutely recommend Co-Navigate if you are looking for a mortgage. Fiona found us the best deal and guided us through the application process and helped us along right through until completion of our new build property. There were plenty of ...”
In Business Since 2015
Transparent Fees & Pricing
21 Lansdowne Ct, Newcastle upon Tyne NE3 1HP
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B-Advised

B-Advised

(26)
Mortgages, Pensions, Investments
“Hi I spoke to David who gave very detailed and concise advise he was very friendly and knowledgeable and he went out of his way to go that extra mile I would definitely use b- advised again and would highly recommend them”
In Business Since 2006
Metropolitan House Longrigg, Long Rigg Rd, Swalwell, Newcastle upon Tyne NE16 3AS
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Savage Silk

Savage Silk

(20)
  • Sale
  • House
  • Property
“After having to move solicitors due to lender requirements, the team at savage moved quickly in sorting out all elements to completion. The team work hard and thoroughly so I appreciate all of your help and guidance along the way! I would use these a...”
Helix, The Core, Bath Ln, Newcastle upon Tyne NE4 5TF
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Ben Charles Durham Financial Services

Ben Charles Durham Financial Services

(38)
  • Property
  • Informative
  • House
“Rachael was really helpful and incredibly knowledgeable. I would highly recommend her and will be giving her a call when we change our mortgage next time.”
96 Claypath, Durham DH1 1RG
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K P Simpson Certified Public Accountants

K P Simpson Certified Public Accountants

(14)
Individual, Small Medium Business, Taxation
“Excellent company have been with KP Simpson 7/8 years now and Andy and his team have always offered a professional and very helpful service,wouldn't go anywhere else.”
In Business Since 2010
172-174 Albert Road, Jarrow, Tyne and Wear, Jarrow NE32 5JA
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RMT Accountants & Business Advisors

RMT Accountants & Business Advisors

(6)
IT & Technology, Wealth Management, Healthcare Accountancy
“We have been using RMT for various financial services, and we couldn't be more impressed with their outstanding performance. From handling our R&D tax credits to grant claims, payroll, and year-end accounts, they have proven to be exceptionally effic...”
Transparent Fees & Pricing
Free Initial Consultation
Gosforth Park Ave, Newcastle upon Tyne NE12 8EG
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The Tax Faculty

The Tax Faculty

(9)
“Delighted with the overall service and result Charles delivered! We were hit with a capital gains request on a previous property that we had owned but sold quickly due to personal / work related circumstances. We had at the time of buying and selli...”
Transparent Fees & Pricing
Free Initial Consultation
Portland House, Belmont Business Park, Durham DH1 1TW
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Glenn Ford Private Finance

Glenn Ford Private Finance

(13)
Claire & Richard, Phil & Zoe, Caroline
“Glenn and Wendy were a fantastic help with organising a mortgage, income protection and critical illness protection. They made the process of buying a house so seamless and smooth (and stress free)! I would absolutely recommend them to anyone and wou...”
In Business Since 2016
126, Maling Exchange, Hoult's Yard, Byker, Newcastle upon Tyne NE6 2HL
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Advanced IFA

Advanced IFA

(10)
Taxation, Wealth Management, Business Protection
“Me and my girlfriend used Advanced IFA to get our first mortgage together. Neither of us knew what we were doing and it was made more complicated because of previous debts from the past that had effected my credit rating. Andrew was brilliant from...”
63 / 65 Sea Rd, Roker, Sunderland SR6 9BW
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Accounting

Accounting

(11)
“I can't recommend this service enough. Being a new business owner I required a lot of advice and direction in terms of my financing and how to manage my money. I found Neil to be highly efficient, knowledgeable and pro-active when I met him in person...”
Hoults Yard, Walker Rd, Newcastle upon Tyne NE6 2HL
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Acctax Services

Acctax Services

(3)
Bookkeeping Services, Tax Obligations, Statutory Accounts
“It was a pleasure dealing with Zaheer (Accountant) at AccTax Services. AccTax Services were very professional and very effective in terms of communication and them delivering their tax services to our business. I would highly recommend AccTax S...”
Free Initial Consultation
The Beacon, Westgate Rd, Newcastle upon Tyne NE4 9PQ
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Retirement Planning and Investment Management Services in Wallsend Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 437 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 437 cost profiles.

Why these companies made our list

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