Advanced IFA Limited operates as a financial consultancy firm situated in Sunderland. They are a team of financial advisers who offer guidance to individuals and companies on a comprehensive range of financial planning matters, employing a long-term perspective to thoroughly comprehend their clients' needs. David Newham holds the position of director at Advanced IFA Ltd, having served in the financial services sector since 2004. The firm's expertise extends to providing advice on all facets of financial planning to both individuals and companies. As independent advisers, they have the flexibility to offer counsel on a wide spectrum of products and services. Their primary aim is to help pave the way for a more secure financial future for their clients, their families, and businesses of various sizes. Advanced IFA Ltd recognizes that a deep understanding of your current financial situation is fundamental to formulating a financial plan that aligns with your future requirements. They take the time to attentively listen to your needs, hopes, and aspirations. Based on this, they create a plan that enables them to offer clear, jargon-free advice on the most suitable financial products for your unique circumstances. Understanding your present financial status is the cornerstone of designing a financial plan that is geared toward meeting your future needs.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Clear Financial Solutions.
• Free Review of Existing Policies.
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.
ADVANCED IFA LIMITED REVIEWS
Following very good advice our lives were made so much more comfortable following successful claims on an income protection policy when I had an accident after falling off my motorbike and later a successful claim on a critical illness policy. We could not be happier with the service we have had from our financial advisers.
I have been dealing with David and his team at Advanced IFA for over 10 years and I have recommended them to many other Friends and family.
Advanced IFA have managed my financial affairs for 12 years and I couldn`t be happier with their professionalism and advice.
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Key Wealth Management is an independent financial advisory firm specializing in providing financial guidance to both individuals and businesses. The team of highly qualified independent financial advisers includes Richard Emery, Dean Smith, Rosalyn Cook, and Ian Spooner. With a track record of over fifteen years, the firm has been offering practical financial planning advice. They are deeply committed to placing clients at the centre of their operations and delivering the utmost in service quality. Key Wealth Management takes a personalized approach by comprehensively understanding each client's specific needs and crafting tailored financial plans to address those needs. Their expertise covers a range of services, including investments, savings, protection, and mortgages. One of their standout features is the friendly and approachable nature of their advisers and staff, and they actively contribute to their local community. As financial advisers, their mission is to offer individuals and businesses practical and relevant solutions to help them achieve their financial objectives. They design practical plans aimed at helping clients meet these objectives and provide jargon-free advice to guide and assist them every step of the way.
UNIQUE FACTS:
• Advice Across a Wide Range of Services.
• Straightforward Approach.
• Help Individuals & Businesses.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
KEY WEALTH MANAGEMENT REVIEWS
Hi we, have used key Wealth for a few years now to manage our pensions & financial planning. The staff respond quickly to telephone calls and answer emails as soon as possible to get things done for you. I would not hesitate to recommend this company for its service.
I was recommended to Key Wealth by a friend as I had mentioned that I had 3 pensions and more than one life insurance and had no clue what to do with them. Dean was extremely helpful and explained thoroughly my choices, highly recommended
10 star review actually! 5 stars for Dean the financial adviser and 5 stars for Jennifer for administrative support. A great team to help get a pension transfer through and into a SSAS.
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Stephen Hope Wealth Management, situated in Sunderland, operates as a specialized boutique firm offering financial advice and planning. Principal Stephen Hope leads the team, and the firm has built its reputation on the pillars of honesty, integrity, professionalism, and a strong dedication to exceptional client service. Their diverse range of services is custom-tailored to help clients create, enhance, protect, or sustain their wealth. The firm specializes in delivering top-notch guidance across various aspects of wealth management, working closely with clients to achieve their financial goals. Particularly adept at providing effective solutions for insurance and protection requirements, Stephen Hope Wealth Management caters to the complexities that financial advice may present. Whether it involves assessing existing investments or savings, planning for retirement, or ensuring the financial well-being of clients and their families, the firm is committed to offering a wide array of services tailored to individual needs, be it accumulating, expanding, securing, or preserving wealth. Their services extend to individuals, families, and businesses in the Newcastle, Sunderland & Durham areas.
UNIQUE FACTS:
• Personalised Financial Planning.
• Highest Professional Standards.
• Bespoke Service.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
STEPHEN HOPE WEALTH MANAGEMENT REVIEWS
Being a first time buyer in the middle of a global pandemic could have been the most stressful and worrying experience but the service I received from Lee made everything so much smoother. I really cant thank him enough for all of the support in not just my mortgage application but also advice and help when dealing with all aspects of buying a house. I would highly recommend for anyone looking to secure a mortgage.
I always feel my mind has been put at rest after my annual review at Stephen Hope wealth management, as always, great advice.
Smiling when I walk in and still smiling when I am leaving. Thank you.
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