Stephen McDine
Positive Wealth Management - Stephen McDine IFA Ltd
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £100,000
Unavailable for contact through VouchedFor
Based in Blaydon-on-Tyne
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I help my clients with Whole of Market advice in order to protect & understand their assets, and increase their wealth. I have a long resume' of qualifications that ensure I am qualified to give advice in all areas of financial planning. I look afrer over £50m of my clients pensions and investments ( 2023) Nobody likes to pay tax unnecessarily, so savings, investments and pensions need to be invested in the right place. My approach to asset allocation and risk is tested and proven, and will ensure clients are confident no matter what market conditions are like. My offices are located on the Newburn Riverside, Newcastle Upon Tyne. I travel around the North of England and visit my clients at their own home. Be aware that not all advisers offer Whole of Market research, many will advise on just a handful of products or use a panel of firms. I use hundreds of companies. Hobbies outside of work include football, skiing, scuba diving, cycling and running.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stephen's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
Positive Wealth Management is a trading style of Stephen McDine IFA Ltd we are Authorised and Regulated by the FCA. FCA Number: 550716 www.stephenmcdineifa.co.uk