Our Services.

We offer a full range of financial and protection services. See below for some of our most popular.

Pension

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...

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Welcome to Advanced IFA Ltd.

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 548 3333 or email us at office@advancedifa.co.uk and we'll be pleased to help you.

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Here's how we formulate the plan towards Your Goals.

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.

About you

We meet together to discuss your personal circumstances and your current financial situation.

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Our Main Services.

  • Wealth Management

  • Business Protection

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0191 548 3333
 

See What Our Clients Have To Say About Us.

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Great Investment Advice
I contacted David to get Investment Advice and I had a few meetings with one of his advisers Sandra Appleby who is lovely. She made the whole process easy to understand and was very professional. I decided to invest for capital growth and I'm very happy. I'd recommend Advanced IFA for your financial planning.

Carolyn J. - Boldon
Sept. 2024

Stock Data.

VALUE MOVE %
FTSE 100 7910.53 208.4497 arrow 2.706408 arrow
FTSE ALL-SHARE 4273.88 115.3999 arrow 2.7750502 arrow
FTSE MID 250 18349.15 583.96094 arrow 3.287108 arrow
FTSE 350 4319.98 116.62988 arrow 2.7746887 arrow
Dow Jones 37645.59 -320.01172 arrow -0.8428991 arrow
S&P 500 4982.77 -79.47998 arrow -1.5700525 arrow

Source: RapidAPI

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

office@advancedifa.co.uk