Financial Services

Chris Harris Financial Planning
Address: Morpeth, Northumberland
Business Category:
Short Business Description: I am a qualified financial planner with Charles Derby. I can help with Investments, Pensions, Mortgages, Insurance & Protection. Feel free to contact me.
Long Business Description:

A warm welcome to my page. I am an adviser that covers the North East, no need to travel to an office I travel to you. Please get in contact for a professional, personalised service. I can offer advice on the following-

Holistic financial planning-
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance-
Home contents insurance
Buildings insurance

Life cover-
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for-
First time buyers

Deals researched and arranged to suit-
Fixed rate deals
Variable and flexible
Capped and or collared

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority do not regulate some buy to let mortgages

Phone Number: 07486 425078
St. James’s Place Wealth Management
Address: I work from home in Northumberland but have offices on the Quayside and in Sunderland also.
Business Category:
Short Business Description: Chartered Wealth Adviser offering the friendliest and most flexible service in the North East.
I focus on personal finance including pension transfers and new set ups, life insurance and investments and I’m a child trust fund specialist.
Long Business Description:

Also advise on business protection and inheritance tax planning in addition so other related financial matters.
I’m an active networking and also a Debrett’s mentor.

Phone Number: 07885723629
Funeral Plans For You
Address: Office 4C
Davison House
Sanderson Arcade

NE61 1NS
Business Category:
Short Business Description: We put together individual funeral plans for any one who requires our service.
Long Business Description:

At Funeral Plans for You we understand that losing a loved one is a traumatic and difficult time. We help minimise the stress to your loved ones by providing funeral plans tailored to your individual needs. You can be confident that the cost of your funeral will be covered, and your plans carried out as requested.

Here at Funeral Plans for You we don’t discriminate against under 50s, nor do we charge a premium on our over 50s funeral cover. All of our funeral plans are available to anyone over the age of 18, no matter what your medical history or health status.

We’re one of the UKs most recognised providers of funeral plans and offer a range of funeral plans that can be tailored to your individual tastes and budget.

Phone Number: 01670 704010
Murray Trudt Financial Planning
Address: 72 Beaumont Court, Pegswood, Morpeth
NE61 6BF
Business Category:
Long Business Description:

Former Firefighter, I now work in partnership with St James’s place Wealth Management and have recently started up my own business providing relationship based financial planning and advice. I’m very keen to meet new people and contacts to help grow my own business as well as others. I left Tyne and Wear Fire and Rescue Service as this was an opportunity too good to refuse. I want to help people protect their families, achieve their financial goals and dreams, make their money grow and ensure they have a comfortable retirement. This is something I’ve always been interested in, I’m very passionate about and look forward to helping people in any way I can.

Phone Number: 07720322828
The Mortgage Genie
Address: Suite 3,
Buddle House,
Buddle Road,
Newcastle upon Tyne
NE4 8AW.
Business Category:
Short Business Description: At The Mortgage Genie you’ll find advice from one of the UK’s leading comprehensive online mortgage and insurance brokers.
We compare over 90 lenders and cover providers to get you the best deal.
Long Business Description:

At The mortgage Genie we cover whole of market (Including the high street banks) we do the leg work for you!

We can help with –
– New Build
– Help to buy
– First Time Buyers
– Re-mortgages
– Buy to let
– Commercial lending
– Bad credit, ccj? We can help!

We ensure you are getting the best product which fits your individual needs. All of our advice is completely FREE until the point of application from one of our senior mortgage advisers, all of which have a minimum of five years experience.

We offer a completely remote service so you never have take time out of your day to visit us, we can complete the whole mortgage process over the phone and electronically. Although if you prefer a sit down meeting we can accommodate that also. Offering extended opening hours means we can speak to you every day up until 8pm, we understand our clients need help outside of the 9-5.

Additionally we will make sure your mortgage is protected if the worst were to happen and you were unable to meet the repayments.

We offer –

– Income Protection
– Critical Illness cover
– Fracture Cover
– Life Insurance
– Family Income Benefit
– Landlords Insurance
– Building and Contents

Call For FREE advice today – 0333 344 3372

Phone Number: 0333 344 3372
NEL Fund Managers
Address: 4 Enterprise House, Kingsway, Team Valley
NE11 0SR
Business Category:
Long Business Description:

NEL Fund Managers is committed to strengthening the local economy by accelerating the potential of ambitious North East businesses. We’re actively seeking applications from North East firms that are looking to grow and create new jobs.

Phone Number: 0345 369 7007
Website Address:
Beverley Financial Management
Address: One Trinity Gardens, Broad Chare, Newcastle
Business Category:
Short Business Description: Financial Advisers
Long Business Description:

Partner Practice at St. James’s Place

Phone Number: 07818 443366
Beverley Financial Management
Business Category:
Long Business Description:

Helping individual and businesses protect and growth their wealth. Advise on pensions, investments and protection. Specialise in retirement planning, estate planning and business protection and succession.

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