Best Financial Advisers in Jesmond
From chartered financial planners at Fernwood House to wealth management specialists on Portland Terrace, here are the best financial advisers in and around Jesmond.
Jesmond has quietly become one of the strongest clusters of financial advisory firms in the North East. Fernwood House alone is home to two major practices, and Portland Terrace adds another. Whether you need help with retirement planning, investment management, pension transfers, or inheritance tax, there is an FCA-regulated adviser within a short walk of Osborne Road. Here is our guide to the best financial advisers in and around Jesmond.
Robson Laidler Wealth
Robson Laidler Wealth is the financial planning arm of Robson Laidler, the award-winning Jesmond accountancy firm founded in the 1920s. Based at Fernwood House on Fernwood Road, their team of independent Chartered Financial Planners is authorised and regulated by the Financial Conduct Authority (FCA number 458879).
Services include retirement planning, pension advice, investment management, life insurance, and inheritance tax planning. The advantage of Robson Laidler Wealth is the integration with the wider Robson Laidler practice -- if you already use them for your business accounts or personal tax, adding financial planning creates a single joined-up view of your finances. Their Jesmond office is at Fernwood House, Fernwood Road, NE2 1TJ. Call 0191 281 8191.
Best for: Chartered Financial Planners, FCA-regulated, integrated with Robson Laidler accountancy, Fernwood House base.
Saltus
Saltus is a national wealth management firm with a Newcastle office at Fernwood House, Clayton Road, Jesmond, NE2 1TL. The Jesmond office has deep local roots -- it was formerly Lowes Financial Management, one of the largest privately owned independent financial advisory firms in the UK, established in 1971. Lowes merged with Saltus in 2025, combining over 50 years of North East heritage with national scale.
Saltus offers investment advice, tax planning, pensions and retirement planning, portfolio management, and asset protection. The firm is a 10-minute walk from Jesmond Metro station. If you are looking for a firm that combines local knowledge with the resources and research capability of a larger national business, Saltus is well worth a conversation. Call +44 191 281 8811.
Best for: Formerly Lowes Financial Management (est. 1971), national wealth management firm, Fernwood House office.
Portland Financial Management
Portland Financial Management is based at 29 Portland Terrace, Jesmond, NE2 1QS. Established in 1980, the firm was originally set up to advise clients of a leading independent accountancy practice in Newcastle -- Ryecroft Glenton, which is based next door at number 32.
Portland Financial Management is directly authorised and regulated by the FCA and has five advisers, including three chartered accountants. They specialise in retirement planning, wealth management, insurance, and pension services, and are particularly experienced in phased retirement and income drawdown -- useful if you are approaching retirement and want to understand your options for drawing a pension income flexibly. The firm has a nationwide client base but remains firmly rooted in Jesmond. Visit pfm-uk.com for more information.
Best for: Established 1980, five advisers including three chartered accountants, phased retirement specialists.
Ryecroft Glenton Wealth Management
Ryecroft Glenton is best known as one of Jesmond's leading chartered accountancy firms, but they also have a dedicated wealth management service line operating from their Portland Terrace office. Established in 1901, the firm sits at 32 Portland Terrace, Jesmond, NE2 1QP.
Their wealth management team works closely with the accountancy and tax teams, which means advice on pensions, investments, and inheritance tax planning is delivered alongside a full understanding of your tax position. For business owners in particular, this integrated approach -- where your accountant and financial planner are under the same roof -- can be genuinely valuable. Ryecroft Glenton also wholly owns Portland Financial Management, giving clients access to both firms' expertise. Contact them on 0191 281 1292.
Best for: Established 1901, integrated accountancy and wealth management, Portland Terrace base.
Newcastle Financial Advisers
Newcastle Financial Advisers is the financial advice arm of Newcastle Building Society and has been providing regulated advice for over 20 years. They are an appointed representative of The Openwork Partnership, authorised and regulated by the FCA.
Their advisers offer specialist guidance on investments, pensions, life and protection insurance, and inheritance tax planning. Newcastle Financial Advisers has been named a Top Rated Advice Firm by VouchedFor from 2022 to 2025, with a 4.9 out of 5 rating from over 3,600 reviews. Consultations are available in branch, by telephone, or by video call, and the initial no-obligation chat is free. While they operate across the North East rather than from a single Jesmond office, they are a strong option for anyone who already banks with Newcastle Building Society or who values the reassurance of a building society brand. Call 0345 734 4345.
Best for: Over 20 years' experience, Top Rated Advice Firm 2022-2025, free initial consultation.
How to Choose a Financial Adviser
All financial advisers in the UK must be authorised and regulated by the Financial Conduct Authority. You can check any firm or individual on the FCA Register at register.fca.org.uk before committing.
When choosing an adviser, consider whether you want an independent firm (which can recommend products from across the whole market) or a restricted adviser (which works with a selected panel). Robson Laidler Wealth, Saltus, and Portland Financial Management are all independent. Newcastle Financial Advisers is restricted, operating through The Openwork Partnership.
It is also worth thinking about whether you want your financial planning to sit alongside your accountancy. Firms such as Robson Laidler and Ryecroft Glenton offer that integrated service, which can be particularly helpful for business owners or anyone with a more complex tax position.
Most firms listed here offer a free initial meeting, so take advantage of that before making a decision.
Are you a financial adviser in Jesmond? Get in touch to be featured.