Search for an adviser or firm by name

Need help? Let our team find the right adviser for you

0203 111 0583

Free to call, no obligation 100% impartial service

Advisers
Firms

Filter results:

Services

  • Investments and Savings
  • Pensions
  • Mortgages
  • Retirement income (annuities, drawdown)
  • Pension Transfers
  • Inheritance Planning
  • Equity Release
  • Insurance and Protection
  • Auto Enrolment
  • Long Term Care
  • Financial Planning
  • Financial Mentoring
  • Financial Coaching

Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Sunderland (out of 214)

Best Match

more

A picture of Glen Stephenson
Glen Stephenson

True Potential Wealth Management LLP

49 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

As a Financial Adviser with over 23 years experience helping individuals and families reach their financial go...
more

South Shields (4.07 miles away)

Restricted Financial Adviser

Verified since May, 2021

Free one hour initial consultation

Mortgage value: Any level

Savings/pensions: Any level

A picture of Lucy Hall
Lucy Hall

Newcastle Financial Advisers Limited

36 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

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

Sunderland (0.16 miles away)

Restricted Financial Adviser

Verified since June, 2020

Free 30 minute initial consultation

Savings/pensions: Any level

A picture of Steven Collinson
Steven Collinson

Stephen Hope Wealth Management

17 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

As a Financial Advisor based within Sunderland I am committed to offering personal, friendly and supportive se...
more

Sunderland (0.19 miles away)

Restricted Financial Adviser

Verified since November, 2021

Mortgage value: Any level

Savings/pensions: Any level

Need help?

Let our team find the right adviser for you

Free to call, no obligation

100% impartial service

A picture of Joe Bonallie
Joe Bonallie

Inspire Financial North East

19 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Top Rated 2025

I have nearly 36 years experience in financial services. I am based in the North East but we have clients arou...
more

Sunderland (1.47 miles away)

Restricted Financial Adviser

Verified since March, 2024

Free one hour initial consultation

Mortgage value: Any level

Savings/pensions: Any level

A picture of Martin Amer
Martin Amer

True Potential Wealth Management LLP

0 recent reviews

This is the number of reviews the adviser has received in the last 12 months

Hello, I am a Financial Planner with True Potential Wealth Management. I look after clients nationwide and am ...
more

Sunderland (1.46 miles away)

Restricted Financial Adviser

Verified since September, 2024

Free one hour initial consultation

Savings/pensions: Over £100,000