Financial Advisers
in Ponteland

With finances and financial planning becoming ever more complicated, there has never been a better time to take advice from financial experts you can trust. At CFS Independent Financial Advisers Limited we are proud of the reputation we have developed over many years helping our clients to develop their financial plans.

At Hollycroft Financial Services Ltd we like to ensure that all of our clients’ needs are catered for from leaving school to post retirement, as you change throughout life from the protection and insurance requirements of a young family, where maximum cover for minimum cost is essential, through the middle years of saving for retirement, and then helping our retired clients get the best income from their life savings.

We are committed to providing high quality impartial, independent financial planning and wealth management, embracing your short and long-term needs. Our aim is to optimise the effective management of your financial affairs.

D & P Asset Management was founded in 2002 to provide our clients with a service that encompasses all aspects of financial planning.

We can give you advice on a comprehensive range of first charge regulated Mortgage contracts from across the market. We are not tied to any particular financial institution or bank, so can advise on a wide range of financial products. Our goal is to find the best fit for you.

Welcome to Wades, a financial planning company that thinks differently about money. How? Well, we believe the truth about money is that it’s simply a means to an end. So we concentrate on that end: your aspirations, goals and family security. After we’ve established what you want to get out of life, the money part of the equation really takes care of itself.