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The Best Financial Advisors In Teesside
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At Macks, our approach has always been about putting our clients first. We understand that no two clients are alike, which is why we always take the time to really listen to you, providing advice completely tailored to suit your individual needs.
Macks was founded in 1995, initially as specialist personal injury lawyers, particularly serious, life-altering accident claims and related solicitors’ negligence claims. We still have a thriving team of personal injury solicitors but now offer the same quality advice and service in many other areas of law, including Wills and Probate, Family Law, Inheritance Claims, Employment Law, Civil Litigation, Conveyancing and Medical Negligence.
As well as having a team of solicitors in Middlesbrough at our head office, we also have solicitors in Darlington and solicitors in Redcar. We offer interview facilities throughout the UK and regularly visit clients up and down the country in their homes and in hospital. The expertise of our lawyers, combined with our focus on client care, has helped make us one of the leading law firms in Middlesbrough, Darlington and Redcar, offering services throughout the region and nationwide.
We also know that every client has individual circumstances and that you need a solicitor who can give you tailor-made advice. That’s why we take the time to really listen to you, so we can provide a personal yet comprehensive service. We’re friendly and approachable and committed to providing commonsense advice that is both professional and affordable.
We always explore how your case can best be resolved, whether through negotiation, collaboration, mediation or litigation, and will work to resolve matters outside of court where possible, saving you both stress and money. Our team members have extensive experience in advising on financial issues, particularly for company directors, farmers, the self-employed and those in professions or the public sector.
We’re extremely proud of the expertise we are able to offer and work hard to ensure our clients are satisfied with the outcome. You can rest assured that whatever the situation, we’re committed to achieving the best result for you, with the least possible expense and hassle.
Office
4 Woodlands Rd, Middlesbrough TS1 3BE, United Kingdom
Our financial planners and financial advisers can help you plan your future after a life changing injury. We offer tailored financial planning and investment advice to help people manage large compensation awards.
If you or a loved one has received a large settlement after serious injury, you need to know your compensation will give you financial security for the future. We provide financial planning to make sure you have an annual income, as well as money for things like care and support, specialist equipment and home adaptations.
You need to know your compensation is going to last. When you’re adjusting to life after serious injury, you don’t want to worry about money as well. We put together a financial plan to make sure you’ll have what you need, year on year. We also know how to invest to give your money the best chance of growing for the future. You’ll get a free financial healthcheck and a dedicated financial planning team to support you along the way.
How we help
Services
Office
4 Woodlands Rd, Middlesbrough TS1 3BE, United Kingdom
We provide you with quality and Professional Independent Financial Advice (IFAs) you can trust, our Qualified Advisers have between them over 100 years experience in the Financial services industry.
Whatever your particular requirements, whether it be Mortgage Advice on Remortgage, Help to Buy Mortgages, Forces Help to Buy Mortgages, Shared Ownership/Shared Equity Mortgages,Equity Release, Buy to Let Mortgages or Life Protection against Critical Illness or Death we can ensure that we find the best solution for you.
We specialise in Advising and arranging Mortgages/Remortgages/Pension Planning and Investments for NHS Staff/Employees, Doctors, Consultants, Dentists, GPs, Nurses, Medics, Clinical Staff, Paramedics and all Health Professionals.
We have a specialist adviser to offer advice on Equity Release, Lifetime Interest Only Mortgages and Home Reversion Schemes. We also offer impartial advice on , Pension Drawdown , Pension Planning, Investment and Retirement Planning including Auto-Enrolment/Workplace Pensions, and Long Term Care Planning. Most businesses would benefit from advice on Business and Shareholder Life Protection this is another area were we can offer you expert advice.
Services
Office
97A Acklam Rd Middlesbrough TS5 5HR
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.
We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
From childhood, most of us are told to put away money to save for the future – perhaps for something special; or maybe to be sure that when we really need something we have the funds to acquire it, without taking on debt. People’s aims are broadly the same; to provide for future needs, and to protect ourselves against unexpected expenditure, events and inflation.
As business owner, your time is best spent doing what you are good at. But often you spend so much time concentrating on running your business, that you potentially leave yourself open in other areas. As corporate advice specialists, we can look at the whole of your business, show you where you are vulnerable and offer effective solutions to suit your business.
Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Whilst insuring ourselves against an undesirable event such as sickness or death, may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.
Services
Office
Prismatic House, 26 Falcon Ct, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3TX, United Kingdom
Robert Carlton Independent Financial Advisers
At Robert Carlton, we offer a professional team of independent financial advisers.
We can provide you with a full and comprehensive service when it comes to planning your financial future, protecting yourself and your family and making investments. Our site has been designed to provide useful information about our various financial services, but if you feel that it could be improved or that any important topics have not been covered, please feel free to let us know by emailing us or using the contact form.
We welcome feedback from our site visitors as we aim to expand and improve it in the future, adding features such as allowing clients to view their portfolios and policies.
All the information and advice on our site is in accordance with UK laws and regulations; therefore it is primarily aimed at UK-based customers.
The General Insurance Services you find through our site are from third parties, but you can be completely assured that we only work with quality providers. You will receive quotes that are among the very best in today’s insurance market.
Services
Office
251 Acklam Rd, Middlesbrough TS5 7BW, United Kingdom
Alexandra’s Financial Management Ltd
Welcome to Alexandra’s. We’re an award-winning financial planning practice based in Stockton-on-Tees. We launched Alexandra’s Financial Management in 1998, to provide highly-client-focused, holistic financial planning services to individuals and the owners of small businesses.
As you’ll see on our Client stories page, we nurture long-lasting, close relationships with our clients. We are there for the ups and downs of life, providing financial expertise, confidence in the future, and a cup of tea and chat whenever that’s what’s called for.
As a team, we work to rigorously high standards to ensure our clients’ finances are expertly managed. But just as important to us is that we do it with a degree of warmth and care that often isn’t associated with financial services.
We make time for our clients because we’re interested in more than just your money. We remember what’s important to you. We celebrate your successes and we support you through those inevitable bumps along life’s road. We’re a part of the community and have created our own community at Alexandra’s, too.
Services
Office
68 The Green, Norton, Stockton-on-Tees TS20 1DT, United Kingdom
Teesside Financial Management Ltd
Teesside Financial Management Ltd is a firm of Financial Advisers specialising in advising on and reviewing investments and pensions. We’ve been helping clients navigate complex financial markets since 1986, from those very early days our business has evolved primarily through client recommendations.
Based in Yarm, we provide independent financial advice, with a view to protecting and enhancing our client’s wealth and financial security. Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy we have the expertise to provide the solution.
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional financial advice from people you can trust.
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.
We work in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.
Teesside Financial Management Ltd is authorised and regulated by the Financial Conduct Authority and we are happy to work within a regulated environment which prioritises the interests of consumers. Teesside Financial Management Ltd has responded to the FCA initiative, Treating Customers Fairly and has set out what clients can expect as part of our advice process.
Services
Office
34 High St, Yarm TS15 9AE, United Kingdom
Vintage Chartered Financial Planners
We help people and businesses make the most of their assets to enable them to live well, this includes pensions, investments, mortgages and insurance. Our expertise means we’re able to help in a range of situations including retirement planning, saving for a particular goal, tax planning or investing a lump sum.
We believe in inspiring, adding value and making a positive difference to the lives of each one of our clients, helping them build and protect the money they’ve worked hard for. We provide steadfast knowledge combined with the highest standards in customer care and we value integrity, quality, leadership and professionalism above all else.
We’re proud to have been in business for 30 years – a testament to our outstanding client relationships, gifted team and dedication to innovation, which have kept us at the top of our profession despite the ever-changing world we live in.
Our ethos is to inspire, add value and make a positive difference to the lives of each one of our clients, no matter their portfolio size and we believe in integrity, quality, trust, leadership and professionalism above all else. We think our financial planning service is second-to-none because we provide old-fashioned values alongside the latest innovative tools to help build, manage and protect your wealth.
We pride ourselves on our collaborative and supportive approach, guiding you through the maze of options to help you make more informed financial decisions, taking away the burden to allow you to get on with enjoying the things which really matter.
Services
Office
Preston Farm Industrial Estate, Lockheed Cl, Preston Farm Industrial Estate, Stockton-on-Tees TS18 3SH, United Kingdom
InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help clients like you. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all your mortgage and financing needs. Whether you’re looking to get a mortgage while you’re self-employed or you’re concerned about which insurance is the right fit for you, we’re here to lend a hand.
InTouch finance advice is built on a foundation of excellent customer service. From first introductions to your chosen financial solution, we pride ourselves on going above and beyond for our clients. No matter how challenging the process or complicated the case, we strive to excel in all we do.
Our expertise, knowledge and experience are what sets us apart – and with many of our clients reaching us through recommendation alone, our existing customers agree. If you want to learn more about our individual services, you can find all the information in our services section. From simple mortgages to wills* and probate to full financial planning, we cover it all as part of our professional service.
Services
Office
6 Blue Sky Way, Hebburn NE31 2EQ, United Kingdom
Bespoke Financial offer tailored insurance packages, personalised to your way of life. Our specialist advisors work with you to ensure your insurance policy suits your individual needs and will go out of their way to find the package that suits you.
We are passionate about providing you with all the information you need, to grasp a real understanding of how your life insurance cover works, including the endless benefits and rewards available.
Income protection will give you the financial cover you need if you were ever unable to work due to sickness or injury. It is designed to typically protect up to 70% of your gross salary if you are unable to work due to an accident or sickness. Speak to us today for more information.
Services
Office
Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW, United Kingdom
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BEST FINANCIAL ADVISORS for your needs