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, 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.
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.
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.