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Investment Advisors in Sunderland ready to help


Spires Independent

Spires Independent

Spires Independent is verified Certificate of Excellence 2019

At Spires Independent we are dedicated to providing you unbiased independent advice with a high level of service. We offer a range of financial services, backed by our team of Independent Financial Advisers, including a specialist Pension transfer expert. So whatever you're looking for, at Spires Independent you're safe in the knowledge that we've got just the expert team waiting in the wings to be of assistance.  

Innovation Financial Management Ltd

Innovation Financial Management Ltd

Innovate Mortgages and Loans & Sanderson Young Private Finance are independent mortgage and insurance consultants, providing expert advice across a broad spectrum of clients from first time buyers, self employed applicants, those who have had applications declined elsewhere and alternative finance solutions, such as bridging finance and 2nd charge loans. In each area we seek to make the whole process as straight forward as possible, dealing with much of the paperwork on your behalf and liaising with the Lender, Solicitors and Estate Agents wherever possible. Contact me via tony@innovateml.co.uk or tony.ibson@sandersonyoung.co.uk or on my mobile 07711 120901. 

Bloomfield Financial Limited

Bloomfield Financial Limited

Professional, Transparent and Affordable Financial Advice. Professional: We believe in maintaining the highest professional standards at all times, from technical knowledge to turning up on time. Transparent: We believe everything should be clear and easy for you to understand, we publish our pricing on this website and we provide you with online access to your accounts so you can see exactly what is happening at all times. Affordable: We strive to keep our advice affordable. From the very beginning we have always invested time and resources into being at the cutting edge of financial planning software to ensure that we continually make improvements in efficiency that allow us to keep are pricing affordable. We are able to provide you with advice on Pensions, Investments, Mortgages, Equity Release, Life and Critical Illness Insurance and Income Protection. Visit us at www.bloomfieldfinancial.co.uk to learn more about who we are and how we work.  

Captec Wealth Group

Captec Wealth Group

Captec Wealth Group is verified Certificate of Excellence 2019

The Captec Wealth Group was established in 2015 to absorb as much of the stress and time involved in growing and managing an active investment portfolio, whilst reducing costs and securing discounts wherever possible. It isn't necessary for successful investing to become a full time job. Through our investment structures and our access to high quality new-build apartments in strategically chosen high growth areas in The UK, we aim to help our clients maximise their returns from property & other investment products in a hassle free way to free up time for the things that really matter. The Captec Wealth Group of companies have been structured to work hand in hand to source and provide bespoke investment products based on our individual client’s requests. Captec Wealth Group believes in “efficient wealth creation through strategic investing” Captec Investments: An alternative investment consultancy, focused on raising capital through equity & debt/fixed income vehicles.. Captec Developments: A Property Investment Consultancy that aims to remove the uncertainty and stress and time involved when buying a new-build property investment. Captec have an extremely in depth due diligence process in place to ensure a development has the key fundamentals to be a good investment, before any proposal is put in front of an investor. We also specialising in sourcing, structuring and distributing off-market UK development level property projects across a variety of sectors (PRS, Student) and geographical locations. 

Essential Wills

Essential Wills

Essential Wills is verified Certificate of Excellence 2019

setting up Wills Lasting Power of Attorney Home Protection Trusts Probate Assist Pre Paid Funeral Plans  

Edinburgh Mortgage Advice

Edinburgh Mortgage Advice

Whole of Market Mortgage Broker established in 2010. Based in Edinburgh, but deals with clients throughout the UK. All sectors of the market covered including Buy to Let, Adverse, Specialist, Purchase and Remortgage. We also have a commercial finance offering 

Equity Release Supermarket

Equity Release Supermarket

Equity Release Supermarket offers a fresh thinking approach to equity release advice. We help you compare deals & interest rates from the whole of the market which include exclusive deals negotiated with some of the UK's leading financial providers. Using a nationwide team of friendly & experienced equity release advisers, we can offer specialist advice from the whole of the market, either face-to-face or over the telephone.  

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network is verified Certificate of Excellence 2019

"I was pleasantly surprised to find out that I was selected by the UK Financial Times (FT) Adviser Publication (23/01/2019) - 'Mystery Shopper's Choice' for (Whole of Market) Independent Financial Advice as the best Independent Financial Adviser (IFA) for providing - Inheritance Tax (IHT) Mitigation Planning Advice. I received a Mystery Shopper's score of 34 out of 35" Contact me if you need IHT mitigation planning Advice. I cover all locations in my service of providing the absolute best quality Whole of Market - Independent Financial Advice. "Send me a request if you need Financial Advice, it will be my pleasure to be of service - thank you - Keith" ********************************** January 2019 - Special Offer ********************************** No client fee on whole of market Mortgage Advice "Contact me for whole of market Mortgage Advice and I there is 'no personal client fee' for you to pay" I can assure you that I can research and source the best mortgage for the following: 1st time buyer, remortgage, Buy to Let and self build "Don't delay, contact me today to save money on your mortgage requirements, please call me on: 07757 139132" I deal with all the Banks, Building Societies and specialist Mortgage Providers Also if you are looking to clear unsecured debt on credit cards, or unsecured loans, on a second charge, I can advise and assist, please call me on: 07757 139132 "Providing financial advice and mortgage advice to assist you in achieving your financial goals, is my goal" "Thank you and I look forward to speaking with you Kind regards - Keith" *************************************************************************************** "I am grateful to be Winner of the Bark Professional 2018 / 2019 - IFA / Advanced Qualified - Mortgage Adviser - Certificate of Excellence Award" *************************************************************************************** Whole of Market Professional - Independent Financial Adviser (IFA) and Advanced Mortgage Advice qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants (JHFC) IFA network. I started my career in Financial Services as a regulated Financial Adviser in 1995. As a Whole of Market Professional - Independent Financial Adviser and Mortgage expert, I help my clients achieve their personal goals and ambitions, by structuring financial plans in line with personal objectives. I have access to the whole of market to provide independent financial advice, with some examples being advising on investments, savings plans, pensions, and protection solutions, including: Whole of Market research to source the absolute best Financial Planning solutions, including: * Wealth Management * Investment Planning * Life Assurance - personal and for businesses * Income protection * Critical Illness protection * Tax efficient investment advice * Pension advice * Annuities * Income Drawdown * Tax efficient investments for growth or income * Capital Protected Investments * VCT; EIS; SEIS (on determination of suitability) * Corporate Investments * Ltd Company protection solutions * Ltd Company Relevant Life (offset against Corporation tax) * Regular saving plan options * Inheritance Tax (IHT) planning * Trust advice * School fee planning solutions * Protecting your mortgage * Private Medical Insurance * Whole of Market Mortgages * Self Build Mortgages * HNW (Large) Mortgages * Buildings and contents HNW value, whole of market broking Contact me to arrange a friendly, confidential no obligation FREE initial consultation, by Telephone, Skype or Face to Face. I am able to provide a whole of UK service. Several of my areas of specialisms include: * Removing the complexities and explaining all aspects of financial planning in plain English. * Retirement options and how to retire early. * Investments for Wealth Preservation * Protection Specialist * IHT planning * Schools fee planning * HNW (Large) Mortgages It would be my pleasure to be of service, please feel free to get in touch for a no obligation initial FREE consultation: 07757 139132 "My focus is to provide high quality financial advice and build long term client relationships" ________________________________________________________________________________________________________________________ Financial Services Professional Qualifications: I hold qualifications with the Chartered Institute of Bankers (CIB) CeFA (merit), and the Chartered Insurance Institute (CII) Diploma in Financial Planning -DipPFS and the Advanced Mortgage Advice qualification - CertSMP. I also hold the specialist qualification with the CII in Equity Release - CertCII(ER) ________________________________________________________________________________________________________________ Keith Martin Jobson is an Independent Financial Adviser (IFA) of Julian Harris Financial Consultants - IFA national network, authorised and regulated by the Financial Conduct Authority number: 153566. Company number: 3927189. Registered Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN. ________________________________________________________________________________________________________________ Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.  

financial-advisor-near-me.com

financial-advisor-near-me.com

financial-advisor-near-me.com is verified Certificate of Excellence 2019

 

Rock Pension Research

Rock Pension Research

We are an independent pension research company that offers a free service for consumers. We only work with fully regulated independent financial advisors across the UK 

Three Counties Ltd

Three Counties Ltd

 

Fresh Approach Finance

Fresh Approach Finance

We are a family run business with over 21 years experience in the financial industry. As one of the UK’s leading whole of market mortgage advisors, we promise to find exactly the right mortgage for you from the thousands the market has to offer, offering a whole of market choice that won’t be beaten. Our advice is always impartial and our advisors provide expert mortgage, Life, Will and Pensions advice tailored to suit your individual circumstances, making sure we find the best mortgage deal for you, whether that be for a new house purchase, a remortgage or a buy-to-let mortgage. 

Sharda University

Sharda University

MBA- Human Resource Management is designed for current and future leader who desire the knowledge and skill to best leverage the human resource in an organization. 

Global Capital

Global Capital

With over 20 years of experience of dealing with investment products, investors to this day remain the same the world over, with 3 key criteria to meet. Capital Secure Guaranteed % returns Low Entry We only work with developers with an outstanding track record, ensuring you a hassle-free, low-risk, high return investment alongside full independent due diligence and risk assessment. 

James Brewster Financial Services Limited

James Brewster Financial Services Limited

 

Virtual Investments

Virtual Investments

 

A-Point Mortgages

A-Point Mortgages

Most people are paying more on their mortgage than they should because they have not shopped around. By using our service you will be able to see if you can save on what you pay each month, pay your mortgage off more quickly or borrow extra money on your house more cheaply than elsewhere. A-Point Mortgages represent a large number of independent mortgage intermediaries across the UK who are regulated by the Financial Conduct Authority (FCA) and who are able to look at the whole of the market and give advice that is in your best interest with a NO FEE, NO OBLIGATION initial review of the market. You have nothing to lose and everything to gain! Let us help you now. 

Private Investment Advisor

Private Investment Advisor

If you are having investment choice issues, we are here to help with multiple choices of invest Just contact markpake28@gmail.com For more info 

Integellus Financial Solutions

Integellus Financial Solutions

Although founded in 2018, this was an alliance of two long established succesful companies; one specialising in Mortgages and Protection and the other in Wealth Management. The highly experienced team at Integellus Financial Solutions has many years’ experience providing practical mortgage and protection advice to individuals, families and businesses locally in Newcastle Upon Tyne, across the North East and nationally throughout the United Kingdom. Our city centre based practice provides advice across a wide range of services including mortgages and protection, commercial and corporate funding and business protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client and tailoring our recommendations to those requirements. At Integellus Financial Solutions, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.  

Mortgages and Finance Today

Mortgages and Finance Today

 

Abu Dhabi Investment Group (ADIG)

Abu Dhabi Investment Group (ADIG)

 

Ramsey

Ramsey

 

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1000Pip Builder Forex Signals

1000Pip Builder Forex Signals

At 1000 Pip Builder, we want our subscribers to achieve greater success in Forex trading. Our trusted daily Forex signals have been helping traders to make pips and our results have been independently verified. We perform a thorough technical analysis to provide daily Forex trading signals whenever a trade is opened on our own account, we will send you an E-mail and SMS with all relevant details. Our trading signals include entry price, stop loss and take profit so you can follow exactly the trades we are doing. 

Harton Mortgage Services

Harton Mortgage Services

 

DJS Protect

DJS Protect

 

IFS Wealth Management Ltd,

IFS Wealth Management Ltd,

We are a firm of financial advisers who cover all areas of financial planning. Services we provide are:- Retirement Planning, Investments, Mortgage and Life Assurance, Mortgages and re-mortgages, inheritance and tax planning, buildings and contents insurance and many other services. We are fully regulated by the Financial Conduct Authority and we have been in business for many years. We are based in the North East of England but cover a National Basis with some advisers working remotely from home. All conversations are confidential and we do not share any information with other companies. 

Profusion FX

Profusion FX

 

Tilney

Tilney

 

IFS Wealth Management Ltd

IFS Wealth Management Ltd

Life Protection Critical illness Protection Family Protection Income Protection Investment Advice Mortgage advice (all aspects) Pension/Retirement planning Wills and Trusts  

Centre Finance

Centre Finance

 

Jackson and Smith

Jackson and Smith

Looking for a pension transfer specialist! JacksonSmiths works alongside a Firm of Pension Transfer Specialist. Firstly, we would like to arrange a free telephone consultation with a specialist to get a better understanding of what you are looking to achieve together with answering any questions you may have. If they can help they will then prepare a transfer analysis report, cashflow plan and no obligation recommendation on your behalf. 

Key Wealth Management

Key Wealth Management

 

b-advised Ltd

b-advised Ltd

 

The Mortgage Genie Ltd

The Mortgage Genie Ltd

The Mortgage Genie Ltd is verified Certificate of Excellence 2019

Welcome to The Mortgage Genie! We have access to over 100 different lenders and roughly 7000 mortgage products at any one time. As you’d expect we are fully authorised and regulated by the Financial Conduct Authority who are there to ensure we give you sound and proper advice. We are an appointed representative of First Complete who are one of the largest mortgage networks in the UK. They have their own compliance body and are an extra set of eyes in place to protect you. Feel free to visit us at https://themortgagegenie.co.uk or read through some of our fantastic reviews on Feefo at https://www.feefo.com/en-US/reviews/the-mortgage-genie Alternatively, you can give us a call on either 033 3344 3372 or 0207 183 5224. Kind regards The Mortgage Genie  

313 Financial

313 Financial

 

L M Financial Management Limited

L M Financial Management Limited

 

Oracle Financial Planning

Oracle Financial Planning

Holistic view of your financial situation which can include mortgages, pensions, investments, protection, and a wide variety of other financial topics. Friendly and understanding to client circumstances whilst maintaining complete confidentiality. We are independent which ensures the best deal to suit your current needs with deals available to brokers that aren't available to the public, so we can offer you more options. Mortgage solutions available for almost any situation including adverse credit, bankruptcy & IVA's. Excellent contacts within lenders to place client cases and deal with difficult issues. We can advise you on; Help to Buy Buy to let Commercial for individuals Equity release First time buyers Flexible High loan to value Home reversion Overseas Remortgage Residential Right to buy Self build Self employed Sub prime Secured Loans 

Deborah Langstaff Financial Planning Dip PFS

Deborah Langstaff Financial Planning Dip PFS

I can help people with a wide range of financial requirements, at any stage of life and for anyone. With over 10 years of experience within the finance sector, I am dedicated to supporting professionals protect and enhance their wealth along with all aspects of holistic financial planning. I’m passionate about working closely with clients to ensure their wealth is correctly invested and deliver a full-service approach, this ensures my clients receive the very best investment advice, guidance and support. My advice covers all aspects of wealth management including: - Investment planning - Retirement planning - Inheritance tax - Protection Mortgage planning I have an in-depth understanding of the financial landscape, keeping abreast of the investment sector to create and deliver bespoke financial plans that work for my clients. I bring a wealth of experience and expertise to clients, working closely with them to understand their bespoke needs and requirements. I provide focussed, effective financial planning to yield the best results for my clients.  

Công ty TNHH Địa Long

Công ty TNHH Địa Long

Công ty thiết bị đo đạc Địa Long chuyên cung cấp các sản phẩm máy bộ đàm, thiết bị đo đạc máy đo khoảng cách laser 

Investment Advisors on Bark


  • We'll reach out to them as well as others, based on your requirements.

  • Within hours, sometimes minutes, they'll contact you on Bark.

  • Professionals value their reputation on Bark and strive to do a great job for customers they find on our platform.

Example Investment Advisors Barks


What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£20,000 to £29,999

What is the status of your main residence?

Rented

What is the approximate value of your cash savings and other investments?

£10,000 to £29,999

Which of the following do you want help with?

General financial planning, Investment review

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

I have around £20Kfrom a personal Injury Settlement and I think it would be sensible to invest the funds rather than squandering them on Airbook laptopss, UBIK, and other such ephemera.

What is your current career stage?

Already retired

What is your approximate annual income before tax?

Prefer not to say

What is the status of your main residence?

Owned outright

What is the approximate value of your cash savings and other investments?

Prefer not to say

Which of the following do you want help with?

Annuities, General financial planning, Retirement planning

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

Horley, or Reigate area - Surrey or Crawley, W Sx

What is your current career stage?

Approaching retirement

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Owned with a mortgage

What is the approximate value of your cash savings and other investments?

Prefer not to say

Which of the following do you want help with?

Investment review, Property, Tax planning, Trusts or estate planning

Which location(s) would you consider to meet the advisor?

All

Any additional details?

Investment advice. Buy to let or other investment for income and growth


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