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about our team.

Advanced IFA Ltd is a firm of financial advisers based in Fulwell, Sunderland, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

David Newham

Director

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 financial services companies in the UK to set up his own Independent Financial Advisers.  

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Lisa Thompson

Office Manager

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.

Lisa is a key member of the team and overseas the running of the overall office.

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Allison Newham

Company Secretary

Allison overseas the relationship between Advanced IFA Ltd and the various courses & events the staff need to attend. Allison also arranges travel to see clients across the UK.

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London Stock Exchange

Value Move %
FTSE 100
8084.61 -20.71 -0.256
FTSE 250
20450.69 51.309 0.252
FTSE 350
4463.29 -8.4 -0.188
FTSE All Shares
4421.11 -7.8 -0.176
Dow Jones
42840.26 498.023 1.176
Nasdaq
19572.598 199.83 1.031

Currencies

Value Move %
0
1.205 -0.002 -0.131
GBP/NOK
14.226 -0.07 -0.487
0
13.868 0.077 0.562
GBP/USD
1.257 0.006 0.513

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Value Move %
SEGRO
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477.8 -18.1 -3.65

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0191 548 3333
 

0191 548 3333
63/65 Sea Road,
Fulwell,
Sunderland SR6 9BW.

office@advancedifa.co.uk