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3 Best Financial Services in Sunderland, UK

Expert recommended Top 3 Financial Services in Sunderland, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

ADVANCED IFA LIMITED

63/65 Sea Road, Roker, Sunderland SR6 9BW Directions

Since 2004

Here’s The Deal:
Advanced IFA Limited is the Financial consultancy firm in Sunderland, England. David Newham is the director of Advanced IFA Ltd. He has been providing financial services since 2004. The firm has been advising both individuals and companies on all aspects of financial planning. They aim to pave the way for a more secure financial future for you, your family and businesses of all sizes. Their understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. They listen to your needs, your hopes your dreams, and they formulate a plan, which enables them to provide you clear, no-jargon advice on the most appropriate financial products for your personal circumstances. Also, they give to advise for the review of existing policies at free of charge.

SPECIALITY:
Wealth Management, General, Health, Life and Business Insurance, Employers Liability, Income and Share Protection, Annuities, Executive Pension Plan, Occupational Pensions/Auto Enrolment, Key Person, Capital Investment Bonds, Pensions, Retirement, Financial, Savings and Investments Planning & Mortgages

Registration 05080099

[email protected]

advancedifa.co.uk

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Mon - Fri 9:30 am - 4:30 pm
Sat & Sun Closed

TBR® Inspection Report:

KEY WEALTH MANAGEMENT

3-5 Grange Terrace, Stockton Road, Sunderland SR2 7DG Directions

Since 2001

Here’s The Deal:
Key Wealth Management is an independent financial advisory firm based in Sunderland. The firm has been providing practical financial planning advice for over 15 years. Richard Emery, Dean Smith, Rosalyn Cook, and Ian Spooner are highly qualified independent financial advisers at the firm. They are dedicated to putting clients at the heart of everything they do and giving the best possible service. They ensure that they understand the individual needs of each client, and to providing tailored financial plans to address those needs. They provide advice on a broad range of services, including investments, savings, protection, and mortgages. Key Wealth Management takes pride themselves on the friendly and approachable nature of their advisers and staff, and on playing an integral part of the local community.

SPECIALITY:
Auto Enrolment, Personal and Stakeholder Pensions, Investment Options, Equity Release, Inheritance Tax, Mortgages, General Insurance, Probate, Business, Life & Income Protection Options

[email protected]

key-wealth.com

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Mon- Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

STEPHEN HOPE WEALTH MANAGEMENT

46 Frederick Street, Sunderland SR1 1NF Directions

Since 2013

Here’s The Deal:
Stephen Hope Wealth Management is a boutique financial advice and planning firm in Sunderland that provides a wide range of services to build, grow, protect or preserve your wealth. Stephen Hope is the principal of the Stephen Hope Wealth Management. The firm serves families, individuals, and businesses to their all kind of financial and investment planning needs. Whether it be evaluating your current investments or savings, planning for your retirement or ensuring the financial protection of you and your family, they will help you. Stephen Hopes Wealth Management affords effective solutions to meet the insurance and gives protection needs of their clients. They serve in the Newcastle, Sunderland and Durham area.

SPECIALITY:
Corporate Pensions, Discretionary Fund Management, Investment and Retirement Planning, Investment Bonds, Unit Trusts, Philanthropy and Charitable Giving, Shareholders, Growth and Income Portfolios, Offshore Investments, Banking & Mortgages

[email protected]

stephenhopewealthmanageme...

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Mon- Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report: