About Us
Our Services
- Wealth Management
  Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
  
  Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. This is reasonable and prudent for anyone who is sure that they already have ample to provide for themselves and their family into the future.
  
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- Business Insurance
  All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.
  
  Adequate insurance is therefore not a luxury - it is an absolute necessity.
  
  These days, many people are not afraid to seek compensation.
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- Financial Planning
  Financial planning is the process of meeting your life goals through professional advice and management of your finances; it is not about selling products.
  
  Life goals are down to you as an individual, but can include buying a home, planning for retirement, saving for your children’s education, protecting your health, wealth or estate planning through tax mitigation.
  
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- General Insurance
  This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace. It may also be the case that a property may be underinsured, due to decoration, extension or the increase in house prices.
  
  In addition to home insurance, we can also provide access to cover for accident, sickness and unemployment cover.
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- Health Insurance
  Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious financial implications for you and your family.
  
  Most people will be aware that Health Insurance can cover the cost of private medical treatment for any acute conditions you may suffer in the future. However, there are a number of other types of Health-related Insurance policies which are worthy of serious consideration.
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- Life Assurance
  The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.
  
  It can provide the reassurance of financial protection for you, your family and your business associates.
  
  A Life Assurance policy pays out a sum of money when ...
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- Mortgages
  Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements?
  
  We are not tied to any particular lender, which means that we have the ability to act on your behalf, representing your best interests, in order to establish the most appropriate mortgage solution for you.
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- 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 which you have become accustomed, so unless you can guarantee a large inheritance, you need to provide yourself with a secure income for the rest of your life.
  
  A well prepared pension plan which is regularly reviewed should go some way to providing you with a ...
  
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- Savings & Investments
  When someone talks about savings and saving money, it could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.
  
  Investing is what you do with the savings you have - if you are looking to generate a greater return on your money than is available to you through your savings instruments.
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- Taxation
  Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
  
  Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
  
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Resources & Forms
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Feedback and General Enquiries

Please use the form below if you would like to send us any feedback or you have any general enquiries

Address Details

Advanced IFA Ltd

63/65 Sea Road

Fulwell

Sunderland, Tyne & Wear, SR6 9BW,

T: 0191 5483333

F: 0191 5483339

Email: office@advancedifa.co.uk

Advanced IFA Limited is an appointed representative of TenetConnect Services Limited which is Authorised and Regulated by the Financial Conduct Authority. TenetConnect Services Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 150643.

Advanced IFA Limited is Registered in England and Wales under reference 05080099.

Registered office address: Same as company trading address.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK

Client Testimonials

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
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
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
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

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