North East
Financial advisers in the North East
From Newcastle and Sunderland to Durham, Teesside and Northumberland, we match people across the North East with FCA-regulated advisers who suit their circumstances.
Advice in the North East
What people here ask us about
The North East has a long tradition of careers spent with one large employer, in engineering, energy, the public sector and health. Many of the people who contact us from here have pensions that are worth far more than they realise, alongside a home they own outright and savings held mostly in cash.
Often the most useful thing an adviser does is simply to show how those pieces add up: what they could pay as income, when work could stop, and whether cash is doing the job it should. There is no minimum to speak to us, and no assumption about what you ought to have.
Making sense of your pensions
Putting a clear value and a likely income on workplace pensions, including final salary schemes.
Too much in cash
Deciding how much to keep on deposit and what to do with the rest, at a level of risk you are comfortable with.
Redundancy and career change
Making a lump sum last, and bridging the years to pension age.
Leaving something behind
Wills, nominations and inheritance tax, including the April 2027 change to pensions.
Across the North East
Wherever you are, the consultation comes to you
Consultations are held by video, so you can speak to the right adviser from home or from work. We work with people throughout the North East.
Before you book
Get a feel for the numbers
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Pensions
Retirement calculator
See what your pension could pay you, how it compares with the income you want, and what would close any gap.
Open the calculator -
Inheritance
Inheritance tax calculator
Estimate the inheritance tax on your estate, with the residence nil-rate band, gifts and the 36% charity rate.
Open the calculator -
Tax
Income tax calculator
Take-home pay, your true marginal rate, and what it costs to escape the £100,000 allowance trap.
Open the calculator
Questions
Good to know
I do not have a large amount to invest. Will an adviser still speak to me?
Yes. There is no minimum to talk to us, and part of our job is to match you with an adviser who works with people in your position. Tell us roughly what you have when you book, so that we introduce someone for whom your situation is a good fit.
Will my adviser be based near me?
We match on fit first: the adviser's specialism and the kind of clients they work with. If you would like someone close by, tell us when you book and we will take it into account. Because consultations are held by video, the right adviser for your situation does not have to be the nearest one.
What happens after I book?
You choose a time, and we match you with an FCA-regulated adviser who works with people in your position. We send you their name, firm and FCA registration so that you can check them on the Financial Services Register, followed by a Microsoft Teams invitation. The consultation is complimentary and you are under no obligation to go further.
Other regions: London, South East, South West, East of England, East Midlands, West Midlands, Yorkshire and the Humber, North West, Scotland, Wales, Northern Ireland.
Speak to an adviser in the North East
Choose a time for a complimentary video consultation with an FCA-regulated adviser who suits your situation.