3 Best Financial Services in Newcastle Upon Tyne

“Reeves Independent has been helping clients build financial security for the present and the future for over 25 years. Their team comprises diverse professionals, including expert financial advisers, trained support staff, and investment specialists. With over 100 team members, they possess the knowledge and expertise to improve every aspect of your wealth and retirement planning. They collaborate with you to create a bespoke plan, ensuring you achieve the retirement you deserve. Their dedicated team of advisers, technical specialists, and support staff work with clients nationwide. With over £650m of funds under management and 4000+ ongoing clients, Reeves helps clients take control of their pensions, maximizing their retirement potential.”

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“Lowes Financial Management has been providing sound, independent financial advice to their clients and their families for generations. Their highly qualified advisers, analysts, and support staff work together to implement their approach to financial planning, helping clients build, protect, and pass on their wealth. They are multi-award-winning and have been recognized by the respected Money Marketing magazine as among the top investment advisers in the UK in 13 of the last 14 years, winning three times. In 2023, they were also named Investment Adviser of the Year by the Investment Life & Pensions Moneyfacts Awards. As an independent financial adviser, the team offers unbiased, whole-market guidance and insights, enabling you to make the best and most informed financial decisions to suit your circumstances.”

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“Penda Financial Management aims to provide clients with the best financial advice tailored to their specific needs, whether they are employees or business owners. With over a decade of experience, they offer a friendly, down-to-earth service. Their philosophy is collaborating closely with clients, ensuring they receive the best advice possible. As a result, clients often return year after year. The initial consultation is free of cost, and there is no obligation to proceed. This two-way process allows them to explain their services while enabling you to share your financial circumstances and discuss your requirements and expectations. To arrange your free consultation, please call them.”

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