Best Financial Advisers in Gosforth
Four independent financial advisers have offices in Gosforth — from whole-of-market IFAs to ethical investment specialists. Here's who does what.
If you're looking for financial advice in Gosforth, there are four independent firms with local offices. All are regulated by the Financial Conduct Authority, and each has a slightly different focus — from whole-of-market investment management to ethical financial planning. Here's the rundown.
Gale and Phillipson
Gale and Phillipson at 30 High Street (NE3 1LX) is the longest-established name, dating back to 1904. They're an independent, whole-of-market financial planning and investment management firm, advising personal, corporate, and trustee clients.
With over a century of history, Gale and Phillipson has a strong reputation in the North East for investment management and retirement planning. Their High Street office makes them the most visible financial adviser in Gosforth.
Best for: Established 1904, whole-of-market, investment management, High Street office.
Co-Navigate
Co-Navigate at 21 Lansdowne Terrace (NE3 1HP) takes a client-centred approach to financial planning, with a particular strength in ethical and socially responsible investing. They place your values at the core of their planning — useful if you want your investments to align with your beliefs.
Services cover financial planning, mortgage advice, pensions and retirement, investments, tax planning, and insurance. FCA reference: 670205. Phone: 0191 228 6130.
Best for: Ethical investing specialists, financial planning, mortgages, Lansdowne Terrace.
Reeves Independent
Reeves Independent is a trusted, FCA-regulated firm specialising in pensions, retirement advice, financial planning, insurance, and investment guidance. They offer independent, whole-of-market advice — meaning they can recommend products from across the market rather than being tied to a single provider.
Their Gosforth presence gives local residents access to genuinely independent financial advice without travelling into the city centre.
Best for: Independent whole-of-market, pensions and retirement specialists.
Azets Wealth Management
Azets (formerly Tait Walker) at Bulman House, Regent Centre (NE3 3LS) offers financial planning alongside its established accountancy practice. The wealth management arm covers life and investment advice, retirement planning, and pension services.
The advantage of Azets is the integration with their accountancy services — if you already use them for business or personal tax, having your financial planning under the same roof can simplify things considerably.
Best for: Financial planning plus accountancy under one roof, Regent Centre.
How to choose: If ethical investing matters, start with Co-Navigate. For traditional whole-of-market advice with deep local history, Gale and Phillipson. For pensions-focused independent advice, Reeves. If you want financial planning alongside accountancy, Azets.
All four firms offer initial consultations — it's worth speaking to at least two before committing.
Related guides: best estate agents in Gosforth and best accountants in Gosforth.
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