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.

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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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or call us
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

Very helpful and informative
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 and he was extremely patient (with my father's many questions), knowledgeable 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.

Stephen T. - Whitburn.
Oct. 2024

Advanced IFA and Sandra Appleby highly recommended
David and his team provide an exceptional level of service. We would highly recommend their services as they are friendly, professional, and can be trusted to support you with any financial matters. Sandra Appleby helped my husband and I with our pensions. We were guided through, and informed of progress every step of the way.
Advanced IFA get the job done, and give you peace of mind over your finances, and are an absolute pleasure to deal with.

Denise Q. - Sunderland.
Aug. 2024

5 star Advice
My parents and I met with Sandra at Advanced IFA to discuss their existing pensions and options. Sandra explained things professionally in a very easy to understand way. I'd happily recommend Advanced IFA for your financial Advice. 

Carly G. - South Shields.
March 2024

First Time Buyer
We used Advanced IFA for purchasing our first home. Great service from Andrew who kept us updated throughout and guided us through the process. Was stress free thanks to Andrew, would highly recommend.

Lewis J. - Northumberland
June 2024

Stock Data.

VALUE MOVE %
FTSE 100 8300.33 -11.4296875 arrow -0.13751225 arrow
FTSE ALL-SHARE 4535.41 -7.1499023 arrow -0.15739807 arrow
FTSE MID 250 20889.15 -59.88867 arrow -0.28587788 arrow
FTSE 350 4579.24 -7.2197266 arrow -0.15741393 arrow
Dow Jones 43827.88 -86.24219 arrow -0.19638827 arrow
S&P 500 4343.46 -4.870117 arrow -0.11199971 arrow

Source: RapidAPI

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

office@advancedifa.co.uk