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Marshall Pension & Financial Planning

Financial Planning, Corporate Services, Retirement Planning

“We see no reason to look elsewhere for our financial advice. He takes care of our investments and we get on enjoying retirement. Peter and Una Weightman, Durham City”

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Azets - Accountants & Business Advisors

(4)

Back to Main Menu, Back to Main Menu, Back to Main Menu

“Terrific accountants in Gosforth , Newcastle upon Tyne . Saved me money!”

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North East Equity Release

(50)

Product
Market
Financial

“Jo is just so wonderful and reassuring. We have used her to mortgage and remortgage twice. I've no idea where abouts she is in the world but wherever she is, she responds so promptly and is super professional, helpful and has her customers at best in...”

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Intouch Financial Advice

(49)

The Future
Insurance
Calls

“Intouch Financial were absolutely excellent in helping us secure our mortgage offer. We only had a very short time to be able to secure a new offer before our completion date after our old one expired and they were able to get us from application to ...”

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Robson Laidler Accountants Limited

(43)

Questions
Financial
Company

“I cannot speak highly enough of Martin. I am a young 22-year old business owner. I am super driven and focused, however, lack direction. After only a few hours coaching, Martin Wardle had shown me concepts which will save me countless hours of stress...”

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Jackson Potter

(28)

Professional
Questions
Insurance

“I honestly cannot recommend Jackson Potter enough. Nigel and Steve have genuinely been brilliant. Mortgages are usually the most stressful part of a property purchase but with Jackson Potter they were the least stressful part of the transaction. Nige...”

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Safeguard Financial Services

(30)

Stress
Information
Home

“I would give 6 stars if I could. Our mortgage offer extension got initially declined, 2 months before build completion, which for anyone waiting for new house is terrible news. But that's where Linda (one of the operations manager) step in and ......”

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2mtrust

(33)

Communication
Insurance
Policy

“Dan and Rebecca were extremely helpful with my remortgage, they were responsive to emails and clear in their communication. I had never been through the remortgage process before but they both ensured I understood the process and answered any questio...”

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Robinson Financial Careers

(13)

“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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Co-Navigate Limited

(14)

TAX Planning, Insurance & Protection Planning, Investments

“Lyndsey and her team have made the mortgage process from the initial consultation right through to the house purchase super smooth and easy to understand. As a solo first time buyer, the whole process has been new to me but at every point Lyndsey has...”

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B-Advised

(26)

Income Protection Quote, Equity Release, Investments

“Would highly recommend keith from b-advised I was given his name and number from a friend who recommended him Very easy to deal with Knowledgeable,friendly,professional Went above and beyond to help in a complicated case for my recently widowed f...”

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Savage Silk

(20)

Price
Property
Team

“I called so many solicitors in the north east to certify a simple document but the refused me so after calling savage silk lawyer the put a smile on my face by saying they can certify my document it was a relief after all that stress. Also pleased wi...”

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RMT Accountants & Business Advisors

(6)

Personal Tax, IT & Technology, Commercial Finance

“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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K P Simpson Certified Public Accountants

(14)

Taxation, Financial Services, Individual

“KP Simpson have looked after my accountants for the last few years. They provide a professional service and thankfully they explain everything in plain English. Highly recommended”

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Glenn Ford Private Finance

(13)

Milan & Kavitha, Caroline, Paul & Chris

“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 ...”

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Advanced IFA

(10)

Savings & Investments, Taxation, Mortgages

“After needing some financial advice in 2014 I went to see David at Advanced IFA. I have now referred friends and family who are all very happy dealing with Andrew & Brian. I am happy to recommend them for Independent”

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Giraffe Financial

(14)

Team
Mortgage

“Giraffe Financial have provided outstanding service , throughout the purchase of my first property. I couldn't of asked for a better experience and advice from Steven and the team. I would highly recommend Giraffe Financial :) Thank you again for a...”

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Accounting

(11)

“Very straight forward and comprehensive advice from Accounting Inc. They know their stuff and can suggest better ways to manage your business, complete with an online system that saves you time.”

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Acctax Services

(3)

Statutory Accounts, Management Accounting, Bookkeeping Services

“It is so refreshing to meet an accountant who is willing to listen and understand mine and my business needs.”

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Reeves Independent

(7)

Reeves Global Partners, Investment Services, Tax Planning

“Nigel Reeves has provide advice to me in respect of my own pension requirements and in respect of two family trusts. I have been very pleased with the advice provided by Nigel and I am very happy with the standard of service provided by Reeves Indepe...”

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Rutherford Hughes

(10)

Investments

“Rutherford Hughes have dealt with all my matters promptly and efficiently and have made the investment process very easy to understand for my clients. The advice and performance have both exceeded expectations. I would highly recommend David and Pe...”

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Bell Anderson

(1)

Payroll and VAT, Audits, Statutory Accounts

“Lovely friendly staff, always find away to help when needed”

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Pilling Financial

(1)

Estate Planning, Pensions, Savings & Investments

“If you ever need Financial help /advice / guidance. This is the place to go. . I was so reassured from day one. Always there to help and talk too. If you don't understand first time, Andrew will always try to explain in simple terms.. Thank you.”

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Gameplan Financial

(9)

Question
Informative

“Recently sorted my mortgage with Kim Brown and she was amazing!! Talked me through the whole process and answered all my questions! Highly recommend! Thank you so much :)”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Whitley Bay

The highest-rated Financial Planning & Wealth Management companies out of 58 vetted & reviewed in the Whitley Bay area.

Marshall Pension & Financial Planning

Azets - Accountants & Business Advisors

North East Equity Release

Intouch Financial Advice

Robson Laidler Accountants Limited

Jackson Potter

Safeguard Financial Services

2mtrust

Robinson Financial Careers

Co-Navigate Limited

B-Advised

Savage Silk

RMT Accountants & Business Advisors

K P Simpson Certified Public Accountants

Glenn Ford Private Finance

Advanced IFA

Giraffe Financial

Accounting

Acctax Services

Reeves Independent

Rutherford Hughes

Bell Anderson

Pilling Financial

Gameplan Financial

Retirement Planning and Investment Management Services in Whitley Bay Cost Estimates

Why these companies made our list

Wealth Management Advisors near Whitley Bay