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BEST RATED NEWCASTLE UPON TYNE, UK FINANCIAL SERVICES

3 Best Financial Services in Newcastle Upon Tyne, UK

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!

Reeves Independent
Reeves Independent
Reeves Independent
Newcastle Upon Tyne financial services Reeves Independent video
8+ YEARS IN TBR
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REEVES INDEPENDENT

(4.8 Score)
Park View House, Benton, Newcastle Upon Tyne NE7 7TZ, UK Directions

Since 1996

Speciality:

✓ Pensions ✓ ISAs ✓ Inheritance Tax Planning (IHT) ✓ In-Depth Financial Analysis ✓ Pension Review ✓ Personalised Pension Plan Advice ✓ Retirement Planning ✓ Investment Services ✓ Tax Planning

“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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Winner of North East Business Service Award in 2022
Registration 11751772

Contact:

0800 989 0029

Mon-Fri: 9am - 5:30pm
Sat & Sun: closed

TBR® Inspection Report:

Saltus Partners LLP
Saltus Partners LLP
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SALTUS PARTNERS LLP

(4.8 Score)
Fernwood House, Clayton Road, Jesmond, Newcastle Upon Tyne NE2 1TL, UK Directions

Speciality:

✓ Financial Planning ✓ Pensions and Retirement Planning ✓ Reducing Your Tax Burden ✓ Consolidating Your Wealth ✓ Protecting You and Your Assets ✓ Passing on Your Wealth ✓ Significant Life Events ✓ Investment Management ✓ Investment Process ✓ Track Record ✓ Sustainable Investing

“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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PAM Awards in 2019
UK Business Awards in 2021
Professional Adviser Awards in 2022 & 2024
Best Wealth Manager by Good Money Guide in 2025
Top 100 Financial Advisers in 2025
Registration OC308328

Contact:

0191 281 8811

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

True Potential
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TRUE POTENTIAL

(4.8 Score)
Gateway West Newburn Riverside, Newcastle Upon Tyne NE15 8NX, UK Directions

Since 2007

Speciality:

✓ Financial Advice ✓ Investments ✓ ISAs ✓ Pensions ✓ Stocks and Shares ISA ✓ Personal and Junior Pension ✓ Workplace Pension ✓ Junior ISA ✓ Retirement ✓ Savings and Investments ✓ Tax and Inheritance ✓ Final Salary Pensions

“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.”

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Schroders UK Platform Awards in 2025
Moneyfacts Awards in 2025
Wealth & Asset Management Awards in 2025
Professional Adviser Awards in 2025
Registration OC380771

Contact:

0191 625 0350

Mon-Fri: 7am - 8pm
Sat & Sun: Closed

TBR® Inspection Report:

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REEVES INDEPENDENT REVIEWS

Nigel and his team provided a bespoke pension service tailored to my specific requirements and has expertly advised and explained the process at every stage, sharing his insight and knowledge with a personable and easy going approach. I would have no problem in recommending Nigel and his team, and look forward to using his services, on an ongoing basis, in the future.

Nigel is knowledgeable and supportive. He's very proactive as an IFA and always has my needs and concerns as the central focus. He is straightforward and honest; no flannel, no condescention, no flash car (out of my profits), just great advice. I would recommend him wholeheartedly.

Nigel Reeves has provide advice to me in respect of my own pension requirements and in respect of two family trusts. I have been very pleased with the advice provided by Nigel and I am very happy with the standard of service provided by Reeves Independent.

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SALTUS PARTNERS LLP REVIEWS

Lowes Financial Management were recommended to us by a friend, so when some funds became available for investment, we did not hesitate in choosing Lowes to handle that investment. They are a very friendly company to deal with and choose the investments that suits your requirements. Andrew Gardiner was our financial advisor and he has given us excellent advice, walking us through every detail very carefully. We have suggested Lowes Financial Management to our family and would not hesitate to recommend them to anyone who was looking for financial advice.

I have used Lowes for many years. They have offered excellent advice. They are trustworthy and friendly. Lowes are totally focused on customer satisfaction. I have recommended the company to friends and relatives.

We have worked with Lowes for approximately ten years and have found them very professional and responsive. We feel that our funds are safely managed and returns on investments have been good considering the recent financial climate.

TRUE POTENTIAL REVIEWS

I phoned True Potential this morning and my enquiry was put through to Alex Smith. My enquiry consisted of three parts and Alex expertly guided me through the steps I needed to take. He was extremely courteous and patient, staying on the phone while I completed an on line form. In addition he made the necessary follow up appointments for me. Many thanks Alex.

Had issues with drawing down funds from my pension due to an error I made, contacted true potential several times and each agent I spoke to was great, helpful and sorted my issues. Special mention and thanks to David Adam who helped me complete the relevant correct form. Very Helpful, professional, patient and friendly. Made the experience seamless. Great job. Thank you

Thank you to Finlay Brooke today for you thorough help and understanding. You were superb and put me at such ease. Your knowledge and navigation of what I needed to complete today was outstanding. I left our call feeling great relief. Your communication was just what I needed. Thank you so much.

TBR® Inspection Score Report

REEVES INDEPENDENT Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Experience: 9
Website Standard: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Social Media: 10
Website Source: 10

TBR® Inspection Score Report

SALTUS PARTNERS LLP Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TRUE POTENTIAL Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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