Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Newcastle-Upon-Tyne (out of 180)

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193 reviews

92 recent reviews

4.9 out of 5

Natalie Turner

Natalie Turner Wealth Management

193 reviews

92 recent reviews

Top Rated 2024

Natalie Turner

Natalie Turner Wealth Management

0330 038 8942

Natalie’s career started in the City of London working as an investment banker specialising in derivatives. Sh...

Natalie’s career started in the City of London working as an investment banker specialising in derivatives. She transitioned into wealth management after returning to the North Eas...

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Newcastle Upon Tyne (0.75 miles away)

Restricted Financial Adviser

Verified since May, 2021

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 3 more

Top Rated 2024

203 reviews

56 recent reviews

4.9 out of 5

Geoff Caisley

Newcastle Financial Advisers Limited

203 reviews

56 recent reviews

Top Rated 2024

Geoff Caisley

Newcastle Financial Advisers Limited

0330 038 8941

Being a Newcastle Financial Adviser means that I am here to offer you jargon free, friendly financial advice. ...

Being a Newcastle Financial Adviser means that I am here to offer you jargon free, friendly financial advice. What this means is, I take the time to get to know you, and your needs...

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Newcastle Upon Tyne (0.18 miles away)

Restricted Financial Adviser

Verified since June, 2020

Free one hour initial consultation

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024

354 reviews

5 recent reviews

4.9 out of 5

John Wright

True Potential Wealth Management LLP

354 reviews

5 recent reviews

Top Rated 2024

John Wright

True Potential Wealth Management LLP

0330 038 8941

With over 31 years experience in financial services I am well equipped with the knowledge and qualifications t...

With over 31 years experience in financial services I am well equipped with the knowledge and qualifications to provide high quality financial advice. Vouchedfor systems will only...

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Newcastle Upon Tyne (3.66 miles away)

Restricted Financial Adviser

Verified since May, 2020

Free 30 minute initial consultation

Savings/pensions: Over £50,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 1 more

Top Rated 2024

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125 reviews

34 recent reviews

4.8 out of 5

Mark Brett

Abacus Associates Financial Services Ltd

125 reviews

34 recent reviews

Top Rated 2024

Mark Brett

Abacus Associates Financial Services Ltd

0330 038 8940

I am an Independent Chartered Financial Adviser, I help clients to take control of their financial plans using...

I am an Independent Chartered Financial Adviser, I help clients to take control of their financial plans using specialist advice. In particular, I will work with you to give you ...

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Newcastle Upon Tyne (0.59 miles away)

Independent Financial Adviser

Verified since November, 2019

Free one hour initial consultation

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 3 more

Top Rated 2024

92 reviews

50 recent reviews

5 out of 5

Ben Hughes

Doxford Financial

92 reviews

50 recent reviews

Top Rated 2024

Ben Hughes

Doxford Financial

0330 038 8941

We all enjoy the feeling we get when we know we have helped another. To me, having a positive impact on the fu...

We all enjoy the feeling we get when we know we have helped another. To me, having a positive impact on the future of an individual or family is the greatest reward one can achieve...

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Newcastle Upon Tyne (0.75 miles away)

Restricted Financial Adviser

Verified since June, 2023

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 2 more

Top Rated 2024