BEST LOCAL RATED

FINANCIAL SERVICES

NEWCASTLE

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Expert recommended Best Local Rated Financial Services in Newcastle. All of our Financial Services face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.

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Lowes Financial Management

Fernwood House, Clayton Rd, Jesmond, Newcastle upon Tyne NE2 1TL
What We Offer:

As one of the longest standing Independent Financial Advisers in the UK, we have been providing sound Independent Financial Advice to our clients and their families for generations. Our team of highly qualified Consultants, Analysts and support staff collectively implement our personal approach to financial planning enabling us to help clients build, protect and pass on their wealth. We are award winning Chartered Financial Planners and have been judged by respected Money Marketing magazine to be amongst the best Investment Advisers in the UK for 11 of the last 12 years.

SPECIALITY

Invest Your Money. Plan Your Retirement. Protect Your Wealth. Pass On Your Wealth. :

Established Since : 

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REVIEWS

The Lowes team has looked after our financial health for over 25 years. Throughout this period, an advisor has been on hand to help and give sound advice; there is always a real person at the end of the phone. Long may the good work continue.

Very pleased with the overall experience of dealing with Lowes. A knowledgeable and professional advisor has guided us through broader family financial matters.

I asked Lowes to carry out a full financial review to ascertain whether I could retire without a drop in living standards, They were very thorough and I took their advice and retired early – best thing I ever did!

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Rutherford Hughes Ltd

38 Collingwood St, Newcastle upon Tyne NE1 1JF
What We Offer:

We are a firm of Independent Financial Advisers and Wealth Managers based in Newcastle upon Tyne; we’ve been helping our clients to meet their financial goals for over 30 years. We are experienced and easy to talk to. We believe in establishing and maintaining long-term relationships, so we can assist our clients through every stage of their lives. Our core services include wealth management, ESG Investing, Inheritance Tax, Retirement Planning, Trustee Investment Plans, Business Protection and Corporate Planning. We can be contacted on 0191 2299600,

SPECIALITY:

Grow My Wealth, Invest With A Social Conscience, Pass On My Wealth, Plan For Retirement, Invest As A Trustee, Protect My Business, Expert Financial Advice,

Established Since : 

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REVIEWS

Very professional, friendly and insightful. I had a great conversation with Denise over their ruthless approach to investing in which performance is king. It is really refreshing to see advisors with a legitimate passion for ESG as well, instead of just box ticking.

Best move I made was to transfer my portfolio to Rutherford Hughes Ltd.
I had become concerned with my previous investment company at the lack of contact, slow movement of my portfolio and not a very user friendly website. Now I get regular contact from Denise, my portfolio is growing a lot faster (even more than I expected in these difficult times. I can check the website on a daily basis, and looking at the current value early every morning, puts a spring in my step and sets me up for the day.

We have been absolutely delighted with gains that our investments have been making over the last two years. Considering the covid financial market turbulence, we have still made a solid increase in our initial investment.
We are always kept up to date via emails regarding monthly reports on our investments. Also if we have had any concerns we have always received a quick response which has been extremely reassuring.

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Paul McDaid Financial Services

St Josephs Cl, Newcastle upon Tyne NE12
What We Offer:

Paul McDaid Financial Services are a family-run business offering Mortgage Advice. We aim to offer our clients the most suitable, competitive and best mortgage arrangements to suit their individual circumstances.
We have over 20 years experience in all aspects of mortgage advice. We act for clients all over the UK, but we specialise in the West of Scotland and North East of England marketplaces. Our aim is to make the process of buying and selling property, arranging finance and discussing future financial needs, as hassle-free and as smooth as possible. We may charge a fee for mortgage advice. 

SPECIALITY:

Mortgages, Protecting Your Income, Private Medical Insurance, Insurance, Trusts, Wills, Equity Release

Established Since : 

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REVIEWS

Paul has arranged my mortgage for two properties now and I recommend his services unreservedly. Always so professional, reliable and approachable he takes so much stress out of the process. His knowledge and guidance on everything involved immediately puts a client at ease and actually makes it an enjoyable experience at a naturally stressful and anxious time. I am more than happy with all the arrangements made using his services.

Paul has sorted our mortgage twice and then helped us with a new deal on our mortgage renewal. He is extremely professional and knows his stuff!! He helped us through every single step and was extremely patient considering I am not the best at knowing where half my documents are!! Always reliable and contactable. Great guy and fantastic service.

This was our first venture into the Buy-to-Let market and we weren’t confident to “go it alone” so we contacted Paul to see if he could help with sourcing the mortgage. From the outset he was courteous and professional and to the point, which is something I appreciate. We had a few obstacles to overcome, but he guided us through the process and his ongoing advice and support was invaluable. We would not hesitate to recommend Paul McDaid Financial Services and we will most certainly be using him again.

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