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Financial Advisors in County Durham

List of financial advisors & consultants in County Durham. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Tait Walker Chartered Accountants

Tait Walker Chartered Accountants

Stockton on Tees, County Durham, North East England, TS17 6EN

Tait Walker have demonstrated a high level of client service throughout our Automatic Enrolment process. They have been very flexible and demonstrated real value for money. We are an independent, award winning accountancy practice. Our specialist team provides large corporates, owner managed businesses and individuals with a complete set of accountancy and advisory services. Find out more about who we are and what we do. less

Wise Financial Consulting

Wise Financial Consulting

Hartlepool, County Durham, North East England, TS24 0UX

Wise Financial Consulting has over 20 years of experience in the financial sector and has a number of professional connections who are happy to recommend us. We were established specifically because we believed that people were simply becoming account numbers and sort codes and that personal service and pride had gone from the financial sector. less

Atkinson White Partnership

Atkinson White Partnership

Darlington, County Durham, North East England, DL3 7EH

The company was formed by Neil White and Simon Atkinson in January 2007 with the aim of getting back to the basic principles of Financial Services, namely to provide good quality independent financial advice to clients in a personable and friendly manner. In our dealings with clients we try to avoid the use of jargon and express our advice and recommendations in plain English as far as that is possible. less

Paul Wilson Financial Services

Paul Wilson Financial Services

Hartlepool, County Durham, North East England, TS26 0XG

In our opinion, a sound financial future is more than important, it's crucial. Because it not only holds your own personal long-term security, but that of your entire family. This is why the decisions you make today could be so critical. And why they could have the greatest impact on meeting your financial needs in the years and decades ahead. Financial planning can not only look to solve near-term problems but provide a map to guide you through your future decisions. less

Bede Financial Management

Bede Financial Management

Durham, County Durham, North East England, DH7 8JN

Your home may be repossessed if you do not keep up repayments on your mortgage. For mortgages we can be remunerated by either commission or a fee. If paying purely by fee this is typically £495 and any commission received from the lender can be offset against this. Getting the right advice means speaking to the right people. less

Financial Dimensions UK

Financial Dimensions UK

Spennymoor, County Durham, North East England, DL16 6TF

Fari Serajian DipFA, CertPFS, CeMAP, MDRT is the Managing Director of Financial Dimension UK Ltd; a family business, and has worked in the financial services industry since 1985. He is a Member of The Institute of Financial Services by Certificate (DipFA), has the Certificate in Mortgage Advice and Practice (CeMAP), and is a member of the Million Dollar Round Table (the Premier Association of Financial Professionals). Fari specialises in advising corporate and high net worth clients. less

Para-sols

Para-sols

Darlington, County Durham, North East England, DL1 1RW

Para-Sols was established in June 2009 when the founder, Cathi Harrison, decided to set up a bespoke paraplanning service. From the outset the firm has supported forward thinking financial planners who recognise the benefits of outsourcing to profitably grow their businesses. Today Para-Sols employs a focused team, working from offices in Darlington and Leeds, supporting the need of advisers and planners across the UK. less

Eildon Management & Finance

Eildon Management & Finance

Stockton on Tees, County Durham, North East England, TS22 5JZ

Eildon Management & Finance is a boutique accounting and business consulting practice to private business owner/managers. Eildon Management provides business consulting and non-executive services. Eildon Finance provides managed accounting and taxation advisory services to Eildon Management clients and high net worth individuals. less

Smart IFA

Smart IFA

Darlington, County Durham, North East England, DL3 9XF

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. less

Eldon Financial Planning

Eldon Financial Planning

Newton Aycliffe, County Durham, North East England, DL5 6ZE

Eldon Financial Planning Limited is a Chartered and Accredited firm set up in 2002 by three like minded Directors aspiring to become the North East's premier fee based personal Financial Planning practice. Owen retired in 2010, leaving Tony & Joss ably supported by an expert young team. We are proud to be multi award winning, and we remain Independent Financial Advisers. Our office is easy to get to, you can park right outside and there's plenty of hot coffee! less

Coates & Co Financial Planning

Coates & Co Financial Planning

Darlington, County Durham, North East England, DL3 8RH

We are a firm of Independent Financial Advisers based in Darlington, County Durham and have been advising our clients on their financial needs for over 15 years. We travel to visit clients in the comfort of their own home, all over the northeast of England. We have clients as far north as Newcastle, and as far south as Melmerby in North Yorkshire. The majority reside in Darlington, Billingham, Hartlepool and the surrounding areas. less

Rafferty David

Rafferty David

Hartlepool, County Durham, North East England, TS26 8DD

At David Rafferty & Co, we are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional and committed to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you. less

Tom Garside Mortgage Services

Tom Garside Mortgage Services

Peterlee, County Durham, North East England, SR8 3PG

We are a small dedicated team of Financial Advisers who work to develop long term relationships with our clients across Peterlee, Seaham, County Durham. We offer financial advice in areas such as: Mortgages, Life Assurance and Insurances. We ensure our clients financial requirements are catered for throughout the different phases of life by developing close personal relationships, applying our knowledge and professionalism to every aspect of finance, however small. less

Ashcroft Financial Solutions

Ashcroft Financial Solutions

Bishop Auckland, County Durham, North East England, DL14 7LJ

Ashcroft Financial Solutions Limited was initially set up in 2001 by Linton Henfrey and Trevor Pinder, both of whom previously worked for a large national insurance company. They now have a total of 53 years' industry experience. Their office is conveniently located in the centre of Bishop Auckland - 'Land of the Prince Bishops'. There are ample car parking facilities available. Other professional businesses such as accountants and solicitors are conveniently located nearby. less

Research Independent Financial Services

Research Independent Financial Services

Darlington, County Durham, North East England, DL3 7BQ

Established in 1991 to provide the people of Darlington and its surrounding areas with genuine objective independent financial advice, Research specialise in impartial advice to both individual and corporate clients. Research pride ourselves in the close personal and confidential relationship we have with our clients. less

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Most of the usual clients of a financial advisor in County Durham would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in County Durham to help us get on the right pat. However, nowadays the clientele of a financial advisor in County Durham is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in County Durham. A financial advisor in County Durham is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in County Durham is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in County Durham.

Tip from a Financial Advisor in County Durham: Take Bigger Risks

You are maybe thinking that a financial advisor in County Durham in their right state of mind would never advise you on taking risks. However, the good financial advisor in County Durham knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in County Durham would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in County Durham: Invest in Yourself

Another important tip from a financial advisor in County Durham you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in County Durham will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in County Durham won’t get tired to tell you.

Tip from a Financial Advisor in County Durham: Follow Opportunities

Like literary, a good and experienced financial advisor in County Durham can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in County Durham knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in County Durham would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in County Durham and allow yourself all chances.