Best Financial Advisors Sunderland Near Me

Stephen Hope Wealth Management Advanced IFA Inspire Financial North East Choice Future Planning

1. Newcastle Financial Advisers - Sunderland

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· 0 reviews

14 Waterloo Pl, Sunderland, SR1 3HT, United Kingdom

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2. Stephen Hope Wealth Management - Sunderland

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· 2 reviews

46 Frederick St, Sunniside, Sunderland SR1 1NF, United Kingdom

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Stephen Hope Wealth Management: what do users think?
Vanessa Heskett: 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.

3. Key Wealth Management - Sunderland

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· 27 reviews

3 - 5 Grange Terrace, Sunderland, SR2 7DG, United Kingdom

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Key Wealth Management: what do users think?
Scott Ettershank: 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.
Tom&Karan: 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.
Margaret Johnston: Recently went to see Chris Blakey financial advisor about my pension.He was very helpful and friendly and put me at ease straight away,He was very professional and explained everything in away that I could understand.Gave me all the information I needed and gave me time to make my decision.I would highly recommend Chris for his excellent service.Also a big thankyou to Jennifer for her help and patience with me regarding emails.
Stephen Gibson: Great service and staff, guided me through the process of releasing a pension, always on hand if you need them, many thanks.
kevrob665: I used Key Wealth management to facilitate a DB pension transfer. The transfer went through smoothly following a review of my personal circumstances. All concerned were professional and courteous, and the fees were very competitive and clearly explained.
Kathleen Cleghorn: Great help and attention to detail from Christina!
Peter Milner: First class service from Christina Emery of Key Wealth Management in helping to obtain our mortgage including home visits when required and assistance in dealing with other parties.Her knowledge of the mortgage industry is beyond reproach. Peter Milner, Director, Warden Law Developments Ltd.
Jim Cowan: For many years, my wife and I have enjoyed the very distinctive professional and friendly service given by all members of the team. Jim and Evelyn Cowan.
Allison Hosler: Dean has provided excellent service and support, firstly to my husband and his business, and more recently providing me with excellent guidance and advise in transferring my Defined Benefit Pension Scheme to a new fund. The Key Wealth Management team made sure I had all of the information and guidance required to make a very difficult decision a seamless process, They continue to give fantastic support and I would have no hesitation in recommending them to anybody who requires financial advice.
Paul Graham: Positive:Professionalism,Quality
Michael Ball: Dean and the team at Key Wealth gave me excellent guidance when reviewing my pension, and seamlessly managed the transfer to a new fund. Very professional service.
Joanne Machers: A very supportive service from Richard and his team at Key Wealth Management in terms of giving information and advice to help me make long term financial decisions. As a relatively inexperienced and cautious investor it is important to me that my professional advisors are qualified and experienced and that my individual circumstances are paramount. I recommend Richard and his team based on my positive personal experiences over a number of years.
Beverley Park: We used Key Wealth Management for a few different mortgages that we needed to arrange in a tight timeframe l. Despite our requirements being particularly complicated our mortgages were both completed. We were offered a range of potential solutions which were fully explained and applications fully managed. Updates were frequently provided on where we were in the process. I’d have no hesitation in recommending. We have used Key Wealth Management services in the past and we will most definitely use again in the future.
David Mckenna: Positive:ProfessionalismExcellent 5 star service from Dean and the team at KWM in facilitating my DB Pension transfer. A very knowledgeable and professional team that came highly recommended, they made sure I understood the process and kept me well informed throughout. Thanks again all at Key Wealth Management.
Steve Lockey: Positive:ProfessionalismBeen with Key Wealth Management for several years now and Richard has been excellent in advising on our pension's and ISA portfolio, would highly recommend
Tina Thompson: My husband had 3 pensions. Following a meeting with an adviser at Pensionwise it was clear he needed assistance of a Financial Adviser. He found Key Wealth Management via the Pensionwise web site. He had a meeting with Richard who was brilliant. He advised him on his options and consolidated his pensions. The communication was excellent throughout. He was able to retire 3 years earlier than he had thought! We both would highly recommend Key Wealth Management.
Josh Edwards: Positive:ProfessionalismGreat service in dealing with consolidating my pensions. Kept me informed throughout. Would certainly recommend.
Dominic Knowles: We have dealt with Key Wealth Management over a number of years and found them to be extremely professional, organised and always having their customers at the heart of everything. We would definitely recommend them and intend to use them in the future.
Sarah Ellis: Excellent professional service. Christina helped me through my re-mortgage step-by-step, answering all my questions and providing excellent independent advice throughout. Will definitely use again in the future and recommend to anyone.
Rory Hunt: Positive:Professionalism,Quality,Responsiveness,ValueWe would have been absolutely stumped throughout this process if not for the expertise of Christina. I can't recommend her enough, from day one she got the ball rolling with getting our DIP sorted, and was with us all the way, guiding us through each step of the process. No question was too stupid, she always provided help when asked.
david whiteford: Positive:Professionalism,Quality,Responsiveness,ValueI had been appointed towards Dean Smith for IFA advice on a defined benefit scheme to a SSAS transfer.I couldnt fault the company in any standard and Dean made the process quick and simple.Would recommend them by far and if i need any advice in the future i will reach out to them again.

4. Paul Enright - Financial Advisor Sunderland - Seaham

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· 0 reviews

41 Aldeburgh Way, Sunderland, Seaham, SR7 7WQ, United Kingdom

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5. Adamson Financial Planning Ltd - Sunderland

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96 Ewesley Rd, Sunderland, SR4 7RJ, United Kingdom

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6. Northern Spire - Sunderland

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4 Defender Ct, Sunderland, SR5 3PE, United Kingdom

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7. Oracle Financial Planning Limited‎ - Sunderland

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4 Admiral Way, Sunderland, SR3 3XW, United Kingdom

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8. Kudos Wealth Management Ltd - Sunderland

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· 2 reviews

Suite 13, Washington Business Centre, Turbine Business Park, 2 Turbine Way, Sunderland SR5 3NZ, United Kingdom

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Kudos Wealth Management Ltd: what do users think?
Alan Pargeter: Positive:Professionalism,ResponsivenessExcellent financial guidance and advice provided regarding pension planning and options available. Very professional and efficient in the services provided. Would highly recommend.
stephen howes: Do not use this company there service is absolutely appalling!!

9. C D C Wealth Management Ltd - Sunderland

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Unit N, Business & Innovation Centre, Wearfield, Sunderland SR5 2TA, United Kingdom

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10. Brown John - Sunderland

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Mowbray Villas/Burdon Rd, Sunderland, SR2 7EA, United Kingdom

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11. Advanced IFA - Sunderland

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· 16 reviews

63 Sea Rd, Roker, Sunderland SR6 9BW, United Kingdom

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12. Inspire Financial North East - Sunderland

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· 4 reviews

Unit K1, Business & Innovation Centre, Wearfield, Sunderland SR5 2TJ, United Kingdom

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13. Financial Advisors Sunderland - South Tyneside

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Tedco Business Park Tedco Business Works, South Shields, NE33 1RF, United Kingdom

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14. Choice Future Planning - Sunderland

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Quay West Business Village, 6 Crown Rd, Southwick, Sunderland SR5 2AS, United Kingdom

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15. BIT-PAYS.COM INC - Sunderland

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1 – EDINBURGH BUILDING, C/CAMPUS, Chester Rd, Sunderland, SR1 3SD, United Kingdom

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