Financial advisers in Sunderland

Our IFAs serving Sunderland can provide a range of financial advice including investments, pension advice and tax planning.

The Northern Spire Bridge in Sunderland crossing the River Wear by Gavin D

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Our nation-wide team includes financial planners serving the city of Sunderland. They are passionate about helping people, just like you, manage their money more effectively.

Located on the River Wear in the county of Tyne & Wear, Sunderland is a port city that can trace its origins back to the 12th Century. It is best-known in business circles for its manufacturing links to Japanese car-maker, Nissan. It is also one of the greenest cities in the country, with more than 50% of the city area being open space.

The city has a peculiar connection to the first President of the United States, George Washington, who had ancestral connections to Sunderland. The city’s iconic Penshaw Monument stands 136m tall and is a half-sized replica of the temple of Hephaestus in Athens. It is home to Sunderland University, football club Sunderland A.F.C., which was elected to the Football League in 1890, and the Sunderland International Airshow – Europe’s largest free air show.

Amber River has a highly qualified team of independent financial advisers serving Sunderland. Our advisers sit on the same side of the table as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Financial Advisers serving Sunderland

Here are just some of the faces and stories behind our financial advisers who serve Sunderland.

Hannah Conwell
Hannah Conwell

Financial Planner

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Kim Spence

Chartered Financial Planner

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Simon Cocking

CEO, Financial Planner

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Nick Cohen

Financial Planner

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Nick Wardle

Head of Financial Planning, Chartered Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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