Money Matters: Discover the Best Financial Advisers in County Durham

Research Independent Financial Services Ltd is a firm of independent financial advisers specialising in providing advice on retirement solutions, tax efficient investments, Inheritance Tax planning and personal protection. They take the time to understand clients' needs and goals, prioritizing them before making any recommendations. The company provides comprehensive financial planning services for private and corporate clients, helping them manage their accumulated wealth and ensure financial security. With 30 years of experience, Research Independent Financial Services Ltd aims to provide a seamless service to clients.

At Active Chartered Financial Planners, we help businesses and individuals to protect and grow their finances in ways that suit them, not us. Our highly-coveted Chartered status means we work to standards matched by only a tiny proportion of financial planning firms. Our team of experts offers a range of services, including Retirement Planning, Investment Planning, Later Life Financial Planning, Planning for Your Business, Protection Planning, and Mortgage Planning, all tailored to meet the unique needs of each client. With over 20 years of experience, we pride ourselves on providing expert advice and guidance to help our clients achieve their financial goals.

Our company is dedicated to providing expert financial guidance to individuals and families, helping them to manage their finances, plan for the future, and protect their loved ones. We offer a range of services, including financial planning, retirement planning, investment management, and insurance solutions. Whether you're looking to save for a specific goal, plan for retirement, or simply get a better handle on your finances, we're here to help.

At Prismatic Wealth, our team of experienced independent financial advisers provides practical financial planning advice to individuals and businesses in the North East and beyond. Our services include pensions, investments, employee benefits, savings, and protection. We are committed to putting our clients at the heart of everything we do, understanding their individual needs and implementing tailored financial plans to address those needs. Our approach is straightforward, jargon-free, and designed to help you achieve your financial goals. Whether you're looking to save for retirement, invest in your future, or protect your loved ones, we're here to guide you every step of the way.

Teesside Financial Management Ltd is a firm of Financial Advisers specialising in advising on and reviewing investments and pensions, with expertise in building investment portfolios, creating tax-efficient retirement strategies and providing independent financial advice. With a commitment to building long-term relationships and providing expert, independent, whole of market recommendations, the business has been built on honesty, reliability and excellent service. Many of their clients have personally trusted them for over 25 years, developing strong friendships along the way. The business provides corporate financial planning advice to business owners, in addition to looking after their personal financial affairs.