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The Best Financial Advisors In Newcastle
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As one of the longest standing Independent Financial Advisers in the UK, we have been providing sound Independent Financial Advice to our clients and their families for generations.
Our team of highly qualified Consultants, Analysts and support staff collectively implement our personal approach to financial planning enabling us to help clients build, protect and pass on their wealth. We are award winning Chartered Financial Planners and have been judged by respected Money Marketing magazine to be amongst the top Investment Advisers in the UK for 10 of the last 11 years.
We were one of the first firms of Independent Financial Advisers in the UK to achieve the accreditation “Chartered Financial Planners”, a status which we are justifiably very proud of. We have some of the most highly qualified individuals in the country working for us to provide the most appropriate advice that meet clients’ individual needs.
As an independent Financial Adviser we provide you with an unbiased, whole of market guidance and market insight in order for you to make the best and most informed financial decisions to suit your individual circumstances.
Since 1971 Lowes has provided Independent Financial Advice to tens of thousands of people throughout the United Kingdom, this advice extends to myriad of different services and investments and whilst we are renowned for our expertise in the field of structured products, this is just one area.
The cornerstone of every good company is the service it offers, and when it comes to your financial future, there should be no compromising. Whether you’re a first time or experienced investor, looking to protect your income for your family, manage your portfolio, or plan for an early retirement, we are here to help you throughout any life stage.
Services
Office
Fernwood House, Clayton Road, Jesmond, Newcastle upon Tyne, NE2 1TL
Putting you firmly at the centre of everything we do is core to the Co-Navigate culture and enables us to run a genuinely client-focused business. Our aim is to look after you so well that you feel comfortable to recommend us to your friends, family and colleagues. Ultimately, it’s all about you.
By listening to you so we can understand what your finances look like and what you would like to achieve on your financial journey. For some it may be exploring ways of retiring early, for others funding education or perhaps buying your forever home.
You decide where you want to go and we aim to get you there on the best possible course, navigating potential pitfalls, but crucially empowering you to make wise decisions with your financial planning.
Giving you the opportunity to review your financial affairs regularly ensuring that you stay on course to achieve your objectives.
Most of us end up not doing what we really want to do in life because we don’t plan. Most of the time it comes down to money, but sometimes it’s because of an unexpected life event. Either way, we don’t want that happening to you.
At Co-Navigate we spend a lot of time getting to know you and your current situation but also what you want from life. We really want to know what motivates you. Is it to retire early? Buy a holiday home? Be able to financially support your children or grandchildren through education? Something else entirely perhaps?
Using complex software to do the maths, we can simulate many different scenarios and ‘what-ifs’ to try and help you achieve your goals. We’ll stay with you to ensure you stay on track with your plan and adapt it with you as your life evolves. Life isn’t a rehearsal so plan for things you want to happen!
Services
Office
Suite 19, Floor, 2 New Bridge St W, Newcastle upon Tyne NE1 8AQ, United Kingdom
Reeves Independent is a specialist firm of Independent Financial Advisers which, for more than 20 years, has been helping clients to build financial security both for the present and the future. While our offices are based in Newcastle-Upon-Tyne, our dedicated team of advisers, technical specialists and support staff work with clients across the whole country.
Reeves Independent helps clients with at least £100,000 in their pension funds get control of their pensions and achieve the retirement they desire.
Our team provides retirement planning, investment management, tax planning and inheritance planning services. We help you work out what you want to achieve in retirement, make a plan for getting there and then deliver on that plan.
We can provide you just with the strategies and advice you need or, preferably, we’ll roll up our sleeves and do the work for you so that you can get on with your life knowing that you’ve a partner who is looking after your retirement needs in the background.
Choosing the right financial adviser is really important. You can read more about what our clients say on our testimonials page, but here’s a summary of how our clients consider us different. If you like the look of us, it’s likely that you’d get along with us as a partner.
Services
Office
30 High St, Gosforth, Newcastle upon Tyne NE3 1LX, United Kingdom
Gale and Phillipson Financial Adviser
Gale and Phillipson is an independent whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients. Our financial planning and investment management services can help to reduce your risk, increase your return, reduce your costs, reduce your tax and save on your administration.
Our mission is to add value to our clients by delivering excellent financial advice, investment management and cash management services. Gale and Phillipson dates back to 1904. We have a strong history and enviable reputation for providing innovative, professional and secure financial planning and wealth management services.
The team includes experts from investment management, high net worth banking, actuarial, legal and wealth management backgrounds. Furthermore, our Board of Directors consists of both Executive and Non Executive Directors.
Our wealth management services are innovative, competitive, and robust. Our clients value them, and the press recognises that they are market-leading. We serve clients throughout the UK.
The group of companies cover a wide range of financial planning, wealth management services and cash savings services. We work with each of our clients to deliver a tailored personal service, similarly our commitment to our clients is of the utmost importance.
Services
Office
18, 24 Grey St, Newcastle upon Tyne NE1 6AE, United Kingdom
As a firm of Independent Financial Advisers and Wealth Managers based in Newcastle upon Tyne we listen to your needs and objectives to produce financial solutions that make your money work hard for you.
We have been helping our clients meet their financial goals for over 30 years. We are so confident in our abilities. If you would like a reference from one of our clients, they would be happy to speak to you and tell you exactly why they trust us. At Rutherford Hughes Ltd we have years of experience and offer a hands-on approach to our clients.
We believe that by providing first class financial advice and service, our clients have become the best advocates for Rutherford Hughes Ltd, which is the reason we are recommended so often by our clients, solicitors and accountants. Our main differentiator is our process-driven investment strategies.
All funds are continually monitored to ensure that only above average funds make up the strategies. We focus on diversification. Unlike many, we are not overly UK centric, as this brings additional risk.
We have a global spread of equities and bias towards smaller and mid-sized companies, which offer more growth opportunities and are more agile.
This, when combined with the wide-ranging experience of our advisers, and commitment to service, truly sets us apart from any other IFA’s or our larger competitors.
Services
Office
38 Collingwood St, Newcastle upon Tyne NE1 1JF, United Kingdom
Tilney – Newcastle, North East
At Tilney our investment professionals and financial planners help a wide range of people to achieve an equally wide range of goals and ambitions.
Tilney offers expert financial planning and investment advice in Newcastle to those that want to achieve more from their money. We listen to your financial aspirations and work hand-in-hand with you to help you reach your goals.
When you come to us for financial advice our first face-to-face meeting is designed for us to understand your financial goals and needs. Your dedicated financial planner will then use cashflow analysis to help you visualise how long your assets can sustain your desired lifestyle in retirement.
In addition, your investment adviser will harness the national resources of Tilney to help you plan your wealth management needs in the years ahead. We can also structure your assets in a tax-efficient way to help grow and preserve your investments.
Successful investing takes time, knowledge and dedication – which is why so many people choose to invest with help from our experts. At Tilney we can manage your investments for you, or give you advice on all your investment decisions.
Services
Office
110 Quayside Quayside House, Newcastle upon Tyne NE1 3DX, United Kingdom
Financial Adviser Newcastle | Nick Berry
I joined True Potential Wealth Management in 2019 because I recognised their proposition for my clients was unique to the advice market and offers real value.
I gained my certificates to become a Financial Adviser 14 years ago and since then I have helped hundreds of clients to achieve their long-term financial planning goals. I owe the growth of my business to my existing clients who have referred me to friends, family and work colleagues in great numbers. I always aim to deliver my advice in a clear, concise way, while making sure I take a hands on approach.
I believe the key to a successful client outcome is listening to what your client wants at the outset, then continuously reviewing their circumstances to make sure they are on track, whilst managing any unforeseen challenges along the journey.
The technology on offer from True Potential allows both client and adviser to monitor client goals regularly to ensure your target will be met, while keeping you fully informed with 24/7 access to your portfolio.
Our holistic advice process takes into account all of your financial needs, from investment and retirement planning, Final Salary/Defined Benefit pension transfer advice, through to advice on tax and inheritance issues. This removes complexity and time spend on your behalf.
Here at True Potential our team will work with you to provide you with tailored financial advice that will work best for you, helping you to meet your financial aims and objectives. We’ll listen carefully to your financial requirements and dedicate our time to getting to know all of your needs and requirements. We will always be on hand to provide advice and assistance when it comes to your financial decisions.
The price of our financial services will depend on the service that you require. Whether you require a simple financial advisory service or if you have more complex needs, there’s no need to worry. Simply contact True Potential today.
True Potential offer a range of financial advice services. This includes Final Salary Pension Transfer, Defined Benefit Pension Transfer, Personal Pension Transfer, Inheritance Tax Planning (IHT planning), investment planning and much more. Call today for more information on the financial advice services we offer.
Office
Gateway west newburn riverside, Newcastle upon Tyne NE15 8NX, United Kingdom
Leazes Financial Services is a Partner Practice of St. James’s Place Wealth Management and owned by Michael Dickinson, who brings over 17 years of financial services experience to the business.
Following a recent rebrand from our previous trading name of Michael Dickinson Wealth Management, and our move to Eldon Garden in Newcastle City Centre, the business, which was established in 2013, continues to grow and Michael is now responsible for in excess of £23m of client funds under management.
As a client, you will benefit from fully qualified and regulated expert financial advice, either in the comfort of your own home or from our luxury new offices in the heart of Newcastle. You will also benefit from regular ongoing reviews to ensure that any arrangements remain suitable for your needs both now and in the future.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Services
Office
16 Eldon Garden, Newcastle upon Tyne NE1 7RA, United Kingdom
We offer far more than just compliance services; In everything we do, we believe that if your personal needs are met, business success will follow. Our mission is: To enable individuals and businesses to gain more freedom, through expert advice at every stage of their journey.
Since our early days over 100 years ago, our purpose has been the same. To “Make a positive difference to people’s lives”. That’s what we come to work for.
This means a commitment to positively impacting our people, our clients, the local community and the global community. We’ve introduced the B1G1 initiative into our daily operations, so that we play our part in meeting the UN’s global goals by 2030.
In everything we do, we believe that if your personal needs are met, business success will follow.
With accountability and ongoing support, you can find the freedom to deliver on your dream. We set a high bar for our team and our clients: Seek greatness every day. We want to work with ambitious business owners who look a bit like this:
You’re at a tipping point in your business. You’re excited to grow and do what you need to take risks and maximise opportunities. But it’s hard to move forward and make an impact when you don’t have the time, money or headspace to grab the opportunities in front of you.
Services
Office
Fernwood House, Fernwood Rd, Jesmond, Newcastle upon Tyne NE2 1TJ, United Kingdom
Bruce & Co Legal & Financial Ltd
This is best achieved by developing an open and honest relationship with you, providing you with the peace of mind that the most suitable arrangements for your needs will be found from the varied and complex range available in the market place today.
The financial services market place covers a broad range of product offerings, in addition to those above. Bruce & Co Legal & Financial Ltd are able to offer you a comprehensive range of products as Independent Financial Advisors. The information contained in this web site is for general information only and is not financial, investment nor tax advice.
The Firm is built on good will and excellent service to our clients and as such our clients are happy to recommend us to potential new clients on a regular basis and we are happy to accept new clients whose financial future is important to them.
Services
Office
Fernwood House, Fernwood Rd, Jesmond, Newcastle upon Tyne NE2 1TJ, United Kingdom
Contact: Clavering House, Office:, Clavering Pl, Newcastle upon Tyne NE1 3NG, United Kingdom
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