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> Newcastle-upon-Tyne
Contributor

75%

MATCH FOR YOU

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4.9out of 5

Graeme Pegman

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% clients advised in each area  :

Investments

86%

Annuities

21%

Pensions

86%

Insurance & Protection

29%
Ever wished your financial adviser would talk more about you and your goals, rather than what they want you to buy?Or wished they would explain just w... Read More
Serves clients with: Over £100k of investable assets or household income
Graeme's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

72%

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4.7out of 5

Ray Prince

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% clients advised in each area  :

Investments

94%

Annuities

13%

Pensions

94%

Insurance & Protection

75%
The clients I work with tend to be practicing or retired doctors and dentists based in the UK. They are usually established in their careers and are w... Read More
Serves clients with: Over £100k of investable assets or household income
Ray's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

71%

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4.7out of 5

Paul Clough

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% clients advised in each area  :

Investments

81%

Annuities

24%

Pensions

62%

Insurance & Protection

14%

Later life planning

14%
I am a Certified Financial Planning professional working with high net worth clients predominantly in the near retirement and at retirement market pla... Read More
Serves clients with: Over £50k of investable assets or household income
Paul's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

68%

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4.8out of 5

Stephen McDine

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Equity Release, Saving for children, Annuities, Mortgages, Auto Enrolment
I help my clients protect their assets and increase their wealth. Its important too, that I educate clients about their assets. Nobody likes to pay ta... Read More
Serves clients with: Any level of wealth
Contributor

68%

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4.8out of 5

Chris Breward

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% clients advised in each area  :

Investments

72%

Annuities

21%

Pensions

79%

Insurance & Protection

17%

Later life planning

7%
I am a Chartered Financial Planner and have been for a few years now, I completed a Degree in Financial Services in 2001 and have been an adviser sinc... Read More
Serves clients with: Any level of wealth
Chris's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

61%

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Neil Cowie

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement
Our financial planning business is designed to help clients make sure they can maintain or enhance their lifestyle both now and in the future. A key ... Read More
Serves clients with: Over £100k of investable assets or household income

Latest client reviews of Newcastle-upon-Tyne IFAs

Steve is very approachable and always takes time to ensure I have a full understanding of any advice....ed my portfolio for many years now and I am extremely pleased with the results and it's progression.   Read More
Val Kilner Kilner
I contacted a number of financial advisors when I received a sum of money from an inheritance. I wan....o. I never had to chase anything and was kept well informed at every step of the purchasing process    Read More
Jean Brown Brown

Can't find the right Newcastle-upon-Tyne IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Newcastle-upon-Tyne.

John PrestonTrue Potential Private Client Strategies LLP
Samuel LeverPositive Solutions (Financial Services) Limited
Joseph MillerDenton Woodhouse Limited
Margaret PhillipsMargaret J Phillips
Stephen ScholesScholes & Brown Limited
Nick HumbleHenry F. Dodds (Life & Pensions) Limited
Jeremy RitchieB S Financial Services Limited
Kourosh ManoucheriKSM Associates Independent Financial Advisers Limited
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