Narrow your Search:

Results sorted by Best Match    Sort by: Distance  Review Volume
> Sunderland
Contributor

78%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5

Paul Clough

More Info
% 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

58%

MATCH FOR YOU

Refine your search to see better matches

Paul Hampton

More Info
Services:  Mortgages
Paul has been involved with financial managment since 1990. He became qualified as a Financial Adviser in 1999 while working for Barclays Financial Ma... Read More
Serves clients with: 
Contributor

54%

MATCH FOR YOU

Refine your search to see better matches

4.8out of 5

Chris Breward

More Info
% 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

54%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Graeme Pegman

More Info
% 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

49%

MATCH FOR YOU

Refine your search to see better matches

Andrew Morrell

More Info
Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
We offer a service based practice where customer service and sound financial planning are key. We look after everything from individual clients, famil... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

47%

MATCH FOR YOU

Refine your search to see better matches

5.0out of 5

David Hardman

More Info
Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Healthcare, Offshore investing, Saving for children, Annuities
Although forward looking our firm is based on traditional values. Whether a business owner, private client or simply beginning their financial plannin... Read More
Serves clients with: Over £100k of investable assets or household income

Latest client reviews of Sunderland IFAs

Paul Clough has looked after my finances for over 10 years now and in all of this time his attention....round Financial knowledge has been superb. I would reccomend him and his company without hesitation.   Read More
Malcolm

Can't find the right Sunderland 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 Sunderland.

Kevin DrydenNE Financial Services (IFA) Ltd
Jim MacBethLibra Associates
David ThorntonBrown Thornton & Lee Independent Financial Advisers LLP
Vaughan HartVaughan Hart Personal Financial Services Ltd
Ron MarrsAdvanced IFA Ltd
Richard HardyWJR Wealth Management Limited
Gerry CollinsGerry Collins and Associates
Michael JonesAyton Financial Management Limited
Looking for a different Independent Financial Advisor (IFA) in Sunderland? Search by name