Money Matters: Discover the Best Financial Advisers in North East

Get expert financial guidance in North East with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in North East who suits your needs.

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Lowes Financial Management is a leading provider of independent financial advice, helping individuals build, protect, and pass on their wealth. With a team of highly qualified advisors, analysts, and support staff, we offer a personal approach to financial planning, aiming to provide a service beyond compare. Our services include investment advice, retirement planning, inheritance tax planning, and more. With over 50 years of experience, we have built a reputation as one of the longest standing independent financial advisers in the UK.
Excellent service, professionalism, and successful investment returns make Lowes Financial Services a highly recommended company.
4.9
Based on 216 reviews
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As a specialist mortgage broker in Sunderland, we provide expert advice and guidance to help you navigate the complex world of mortgages. Our team of experienced mortgage advisors will work closely with you to understand your unique needs and financial circumstances, providing a bespoke service that is tailored to your individual requirements. From first-time buyers to seasoned investors, we offer a wide range of mortgage solutions to help you achieve your goals. Whether you're looking to purchase a new home, remortgage, or invest in a buy-to-let property, our team is here to help you every step of the way. With access to a comprehensive panel of lenders, we can offer you the best mortgage deals available, ensuring that you get the right mortgage for your needs.
The reviewers praised the excellent service, professionalism, and expertise of the mortgage brokers at Jackson Potter, making the mortgage process smooth and stress-free.
4.9
Based on 33 reviews
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Reeves Independent is a well-established firm of independent financial advisers that has been providing expert guidance to its clients for over 25 years. We are fully regulated by the Financial Conduct Authority (FCA) and specialise in helping our clients secure their financial future and achieve their long-term goals. Our team is composed of a diverse range of professionals, including expert financial planners, tax specialists, and investment managers.
The majority of reviewers praised Reeves Independent for their expertise, professionalism, and personalized service.
One reviewer criticized the company for poor communication and professionalism.
4.6
Based on 9 reviews
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Origen Financial Services is a leading financial planning firm providing personalized advice to individuals, families, and businesses. Our highly qualified team offers expert guidance on pensions, retirement planning, investment, financial protection, and inheritance tax. We help clients achieve their goals, secure their financial future, and build a brighter financial future.
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At Bruce & Co. Legal & Financial Ltd, we provide high-quality, impartial, and independent financial planning and wealth management services, embracing our clients' short and long-term needs. We offer tailored investment planning, pensions and retirement solutions, tax planning, wills and trusts, and business advice, with the aim of optimising the effective management of our clients' financial affairs. Our expert advisers work closely with clients to understand their goals and priorities, creating personalised financial plans to help them achieve financial security and peace of mind. We strive to build long-term relationships with our clients, providing excellent service and expert guidance every step of the way.
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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.
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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.
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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.
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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.
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KSM Associates Independent Financial Advisers Limited is a firm of independent financial advisers based in Hexham, Northumberland, serving clients across the North East of England. We provide comprehensive financial planning services, including mortgages, corporate planning, tax planning, investment advice, life assurance, pensions planning, and health insurance. Our team of fully qualified advisers offer unbiased advice, tailored to individual and business clients' needs. With over 30 years of experience, we strive to provide the highest quality service, helping our clients achieve their financial goals.
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