Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than...

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Mortgages

Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should...

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Welcome to Advanced IFA Ltd, Independent Financial Advisors in Sunderland, Tyne & Wear

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. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0191 5483333 or complete our short enquiry form by clicking on our contact page and we'll be pleased to help you.

  • Following very good advice our lives were made so much more comfortable following successful claims on an income protection policy when I had an accident after falling off my motorbike and later a successful claim on a critical illness policy. We could not be happier with the service we have had from our financial advisers.

    Mr & Mrs L, Sunderland

  • Advanced IFA have managed my financial affairs for 12 years and I couldn`t be happier with their professionalism and advice.

    Mr C, Matrix Technology Limited

  • I have been dealing with David and his team at Advanced IFA for over 10 years and I have recommended them to many other Friends and family.

    M Family, Cleadon Village

  • I have found that the Financial Advisers always make it easy for me to understand all the financial areas I want to discuss in plain English. I am happy to recommend Advanced IFA Ltd to all of my friends and family.

    MR HR G (MBE)

  • I have been receiving advice from Advanced IFA Ltd regarding Investment & Inheritance Tax Planning for over 10 years. With their help I have managed to  plan the future distribution of my estate whilst reducing the estates Inheritance Tax bill for my family .

    Mr G, London