Our Company

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.

As independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.

David Newham (Director) set up Advanced IFA following working for the Prudential for 6 years and then giving advice for customers of Newcastle Building Society on behalf of Aviva for 6 years. Advanced IFA started in 2004 in Sunderland and East Boldon, but offering advice to clients across the North East. In November 2008 Advanced IFA acquired “Lifelong Financial” which was based in Whitley Bay and in October 2010 Advanced IFA took over the long established firm “The Mortgage Centre Sunderland”.

For our Mortgage Advice Service, we charge a fee of £395, in addition to receiving a commission from the lender.

We pride ourselves in offering face to face financial advice and maintaining regular contact with our clients throughout the good and the bad financial times, thus ensuring peace of mind to clients.

 

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING, TAXATION & TRUST ADVICE.

 

Ownership

TenetConnect Services Limited is wholly owned by Tenet Limited, which is a wholly owned subsidiary of Tenet Group Limited (‘TGL’), a leading distributor of financial products and services in the UK. TGL is majority owned by the following corporate shareholders; AEGON UK Distribution Holdings Ltd (22%), Aviva Life & Pensions UK Limited (23%), Friends Life Limited (24%) and Standard Life PLC (25%). Aviva Life & Pensions UK Limited and Friends Life Limited are both companies within the Aviva plc group.

  • Following very good advice our lives were made so much more comfortable following successful claims on an income protection policy when I had an accident after falling off my motorbike and later a successful claim on a critical illness policy. We could not be happier with the service we have had from our financial advisers.

    Mr & Mrs L, Sunderland

  • Advanced IFA have managed my financial affairs for 12 years and I couldn`t be happier with their professionalism and advice.

    Mr C, Matrix Technology Limited

  • I have been dealing with David and his team at Advanced IFA for over 10 years and I have recommended them to many other Friends and family.

    M Family, Cleadon Village

  • I have found that the Financial Advisers always make it easy for me to understand all the financial areas I want to discuss in plain English. I am happy to recommend Advanced IFA Ltd to all of my friends and family.

    MR HR G (MBE)

  • I have been receiving advice from Advanced IFA Ltd regarding Investment & Inheritance Tax Planning for over 10 years. With their help I have managed to  plan the future distribution of my estate whilst reducing the estates Inheritance Tax bill for my family .

    Mr G, London

Our Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

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