BEST RATED NEWCASTLE UPON TYNE, UK FINANCIAL SERVICES

3 Best Financial Services in Newcastle Upon Tyne, UK

Name: 3 Best Financial Services in Newcastle Upon Tyne, UK
Rating: 4.8

Expert-recommended Top 3 Financial Services in Newcastle Upon Tyne, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

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REEVES INDEPENDENT

4.8

Park View House, Benton, Newcastle Upon Tyne NE7 7TZ, UK Directions

Since 1996

Speciality:

“Reeves Independent has been helping clients build financial security for the present and the future for 29 years. Their team comprises diverse professionals, including expert financial advisers, trained support staff, and investment specialists. 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 £900m of funds under management and 5000+ ongoing clients, Reeves helps clients take control of their pensions, maximising their retirement potential.

2025 Update: They are authorised and regulated by the Financial Conduct Authority. You can contact them to book a free financial review.”

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SALTUS PARTNERS LLP

4.8

Fernwood House, Clayton Road, Jesmond, Newcastle Upon Tyne NE2 1TL, UK Directions

Speciality:

“2025 Update: Saltus Partners LLP is a wealth management business that is authorised and regulated by the Financial Conduct Authority. As a Chartered financial planning firm, their financial advisers are dedicated to improving your relationship with wealth. They offer award-winning investment management and comprehensive financial advice, ensuring your money is expertly managed so you can focus on achieving your life goals. Their Newcastle office can support you with any of your financial planning needs. They provide holistic wealth management services to their clients. Saltus Partners LLP provides a range of wealth management services to individuals and institutions. Their financial planners will support you in the complexities of pensions and tax planning, while Saltus Asset Management can provide institutional-calibre fund management to achieve optimal risk-adjusted returns. The firm also has branches in Whiteley, Bath, Elstree and Borehamwood, Bournemouth, Bristol, Farnham, Leigh-on-Sea, London, Penarth, St Albans and Wells.”

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TRUE POTENTIAL

4.8

Gateway West Newburn Riverside, Newcastle Upon Tyne NE15 8NX, UK Directions

Since 2007

Speciality:

“2025 Update: True Potential is an award-winning group of companies, working with close to 20% of UK financial advisers. Andrew Sibbald is the Chairman of the True Potential Group. Through their focus on technology, they provide simple, effective and unique financial solutions built for the future and that of their clients. Their highly qualified financial advisers take a holistic approach to creating, supporting and reviewing your plan. Once you’ve accepted your financial plan, they will set you up with a personal account you can access 24/7 by mobile app and online. Their investment portfolios use the expertise of over 9,109 professionals in 160 locations around the world, all working together to make your money do more. They use this unrivalled insight to build globally diversified investments that aim to maximise growth within your chosen risk profile and reduce the risk of volatility. TruePotential is trusted by more than 603,000 clients.”