meet the team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
David Newham, director, is responsible for the general management of the company. He has over 25 years of experience in the financial services industry.
David worked as a Financial Consultant at the Prudential for 7 years and then moved to give advice to the clients of the Newcastle Building Society working for Aviva for 7 years. He then decided after working for two of the biggest...
Independent Financial & Mortgage AdviserRead More
Brian is an Independent Financial Adviser with over 25 years of experience in financial services. Brian has obtained his full Financial Planning Certificate and Mortgage Advice Qualification and is now a member of the Personal Finance Society. Brian offers full financial planning, Pension, Saving, Investment, Protection & Mortgage Advice. He is involved in giving advice in the corporate...
(BA) Hons.DipPFSRead More
Andrew completed a degree in Financial Services in 1999 Andrew starting work for the Newcastle Building Society. Subsequently Andrew has gained experience working as a financial adviser with Lloyds Bank, Santander and AXA wealth, before moving on to work as an independent financial adviser. Andrew now has over 15 years industry experience. Andrew specialises in financial advice for private...
Office ManagerRead More
Lisa is the Office Manager and oversees the day to day operations of the firm. She has over 25 years experience in financial services. Lisa`s early career was at the Prudential where she was looked after the day to day running of a qualified team of Financial Consultants. Lisa has also been on various administrative courses to keep her knowledge of the industry always up to date.
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
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.
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 .
Advanced IFA have managed my financial affairs for 12 years and I couldn`t be happier with their professionalism and advice.
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.
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.