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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Savings and Investments

It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added. Saving is perfect...

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Mortgages

A mortgage is a ‘secured’ loan, which means that the loan is secured against the property being purchased until the mortgage is paid off...

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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.

The Financial Conduct Authority do not regulate inheritance tax planning.

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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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Your goals & ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

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Analysis

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

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How to get there

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan

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Implement the plan

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

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Review the plan & progress updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

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Our Main Services.

  • Wealth Management

  • Business Protection

  • Mortgages

  • Financial Planning

  • Protection

  • Pensions

  • Savings & Investments

  • Taxation

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0191 548 3333
 

See What Our Clients Have To Say About Us.

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Me and my girlfriend used Advanced IFA to get our first mortgage together. Neither of us knew what we were doing and it was made more complicated because of previous debts from the past that had effected my credit rating.

Andrew was brilliant from start finish, to say he went above and beyond is an understatement. Every time we came to a standstill with solicitors he chased them for us and kept us up to date with regular emails and phone calls.

Getting a mortgage isn’t easy but with his experience and knowledge he made it as stress free as he could. I couldn’t recommend and Advanced IFA and Andrew enough.

When we come to renew our mortgage we will be back for sure.

DavidG
31 Oct 2023

I have had my pension with IFA for a number of years and they had set up a great scheme for me.

When it came to making the most of my pension pot, Andrew W guided me through the options regarding my current requirements.

Andrew explained with professional knowledge and friendly advice on my preferred option we had for the pension and I have ended up with a great result.

Can’t thank them enough and I would definitely recommend Andrew and Advance IFA Ltd for professional advice.

GaryS
31 Oct 2023

My father wanted to look at some different investment options as his current portfolio was not returning its expected results. We visited Advanced IFA and were greeted with a smile on arrival. We met David Newham and he was extremely patient (with my father's many questions), knowledgable and professional. In the end my father decided to bring his business to Advanced IFA and he has been extremely satisfied since. The staff are always there for you, super friendly and professional and nothing is too much trouble.

StephenT
29 Sep 2023

I contacted Advanced IFA to discuss life insurance & critical illness. Andrew talked me through all the options and made it easy to understand and was helpful with any questions I had. I’d happily recommend Andrew & Advanced IFA

JonathanW
27 Apr 2023

Always a pleasure to meet up with Andrew for financial advice. I've always been made welcome by all staff at the Advanced IFA.

Its piece of mind to know Andrews expertise and professionalism is only ever a phone call away.

BryanC
06 Apr 2023

Stock Data.

VALUE MOVE %
FTSE 100 8252.91 29.570312 arrow 0.35959005 arrow
FTSE ALL-SHARE 4522.75 14.200195 arrow 0.3149615 arrow
FTSE MID 250 21202.89 13.980469 arrow 0.06598012 arrow
FTSE 350 4566.03 14.47998 arrow 0.31813297 arrow
Dow Jones 40001.36 247.60938 arrow 0.6228579 arrow
S&P 500 4343.46 -4.870117 arrow -0.11199971 arrow

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

office@advancedifa.co.uk