3 Best Financial Services in Sunderland

“Advanced IFA Limited is an independent financial planner in Sunderland. David Newham is the director of the firm. The Advanced IFA Limited team advises individuals and companies on all aspects of financial planning through a long-term approach that fully understands their client's needs, wants, and aspirations and then prioritizes their objectives. As independent advisers, their clients benefit from their ability to offer advice on the broadest range of products and services. Whether for investment advice, retirement planning, inheritance tax planning, or simply reducing costs, they have many years of experience finding the most suitable solutions for their clients' needs. They pride themselves on offering face-to-face financial advice and maintaining regular contact with their clients through good and bad economic times, ensuring peace of mind.”

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“Stephen Hope Wealth Management is a boutique financial planner in Sunderland. Stephen Hope is the principal of the firm. The Stephen Hope Wealth Management team understands that financial advice can seem daunting and complex. Whether reviewing your current investments or savings, planning for retirement, or ensuring your financial protection and your family, their service is grounded in the highest professional standards. They recognize that each client is unique and deserves a bespoke service tailored to their individual financial needs and future aspirations. They work closely with their clients, building relationships based on trust and an in-depth understanding of their finances. This ensures they provide the necessary advice when it is needed. Stephen Hope Wealth Management serves individuals, families, and businesses throughout Newcastle, Sunderland, and Durham. Please do not hesitate to contact them with any queries.”

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“Key Wealth Management is one of the leading financial planners in Sunderland. They aim to help individuals and businesses achieve their financial goals straightforwardly. You share your current situation, financial objectives, and desired timeline, and they develop a practical plan to help you meet those goals. They will discuss the plan with you and agree on the actions you want to take. While the final decisions are yours, they provide jargon-free advice and guidance now and in the future. The team at Key Wealth Management has many years of experience offering practical financial planning advice to individuals, families, and businesses in Sunderland and the surrounding area. They offer advice across various services, including investments, savings, mortgages, and protection. They are committed to putting clients at the heart of everything they do and developing long-term relationships.”

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