Independent Financial Advisers in Newark
Newark’s stone castle, built around 1330, stands beside the River Trent by Rob Atherton
We’re a Financial Planning and Investment Management business located in the heart of Newark. Since 1976, we’ve dedicated ourselves to helping individuals and families feel more in control of their finances – not just for today, but for the years to come. Our people, our processes, and our purpose are all built around you.
We believe financial advice should be as personal as your goals. That’s why we focus on long-term relationships built on trust, clarity, and shared direction – giving you the confidence to plan ahead and make informed financial decisions, whatever stage of life you’re at.
Our team of experienced financial planners is here to support you with clear, strategic advice across pensions, retirement planning, investments, and estate management – always tailored to your individual circumstances.
As FCA-regulated professionals, we provide fully independent advice shaped by your needs, not by any one provider.
Because to us, financial planning isn’t just about numbers – it’s about peace of mind, protecting what matters most, and making the future feel more certain.
We go beyond financial advice. This is Life Landscaping®
Book a free call with one of our specialists – at a time that suits you.
Choose a time that works for you and get straightforward advice with no obligation.
Why Choose Our Newark Financial Advisers?
Our financial advisers offer bespoke solutions to help you achieve financial security. Whether you’re looking for investment advice or expert pension planning, we provide trusted, professional support.
- FCA-Regulated & Independent – Professional, impartial advice with your interests at the core
- Rooted in Newark Since 1976 – A trusted local team with decades of experience
- Personalised, Long-Term Approach – Advice that evolves with you over time
- Local Accessibility – Newark-based and UK-wide advisers offering in-person or virtual support
- Complete Financial Planning – Pensions, investments, inheritance planning, and more
- Free Initial Consultation – No-pressure first meeting to explore your goals
- Ongoing Support – A financial partner for every stage of your life journey
Meet Our Newark Financial Advisers
Here are just some of the faces and stories behind our Newark financial advisers.
Chartered Financial Planner
Chartered Financial Planner
Mortgage Consultant
Independent Financial Planner
Independent Financial Planner
Independent Financial Planner
Independent Financial Planner
Financial Planner
Director, Financial Planner
Financial Planner
Managing Director
Financial Planner
Financial Planner
Financial Planner
Director, Financial Planner
Independent Financial Planner
Financial Planner
Financial Planner
Independent Financial Planner
Director, Chartered Financial Planner
Financial Planner
Why clients in Newark trust us
We’re proud of the relationships we’ve built and the trust we’ve earned – by being transparent, listening carefully, and delivering advice that’s genuinely tailored to each client.
Our Financial Advice Services in Newark
Our advisers offer personalised financial planning support, designed around your goals, values, and ambitions. Whether you’re just getting started or planning for retirement, we’ll work closely with you to build a clear, confident financial roadmap.
Pension & Retirement Planning
- Maximising pension savings
- Pension drawdown & annuity guidance
- Sustainable retirement income strategies
IHT & Estate Planning
- Inheritance tax strategies
- Trusts & long-term wealth protection
- Passing assets efficiently to the next generation
Investment & Wealth Management
- Creating tax-efficient investment portfolios
- ISAs, stocks & shares, and ethical investments
- Risk-managed investment solutions
Mortgage & Protection Advice
- Life insurance & income protection
- Equity release & later-life financial planning
- Mortgage & remortgage advice
Get Expert Financial Advice
Take control of your financial future with guidance from our trusted Newark-based independent financial advisers. Whether you need pension planning, investment advice, or mortgage support, we’re here to help.
✅ Free initial consultation – no obligation
✅ Local & FCA-regulated financial experts
✅ Bespoke advice tailored to your goals
Fill out the form and one of our advisers will call you back at your preferred time.
Prefer to speak now? Call us on 01206 480380
Speak to a financial adviser in Newark today, simply leave your details and we’ll be in touch.
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FAQs
Got Questions About Financial Planning? We’ve Got the Answers
How much does financial advice cost?
We offer transparent, value-driven pricing tailored to the services you need. Our advisers only work with clients where we can add real, lasting value – and all fees are discussed upfront with no hidden costs.
What does an independent financial adviser (IFA) do?
An IFA offers unbiased financial advice across the full market. This independence means you get access to the best solutions for your needs – not limited to specific providers.
How do I find a reliable financial adviser in Newark?
Look for FCA-authorised professionals with proven local experience. Our Newark team offers a free initial consultation, with no pressure and no obligation. Use our ‘Find an IFA’ tool to get started.
What services do your Newark advisers offer?
We offer tailored support across pensions, investment planning, estate planning, mortgage advice, protection, and employee wellbeing programmes. Our advice evolves as your life changes.
Can you help with investment advice in Newark?
Yes. We provide thoughtful, risk-adjusted investment strategies to help grow your wealth responsibly – including ISAs, stocks and shares, and sustainable investing options.
Are your Newark advisers FCA-regulated and chartered?
Yes. All our advisers are authorised by the Financial Conduct Authority (FCA), and many hold chartered status – demonstrating the highest levels of professionalism and ethics.
Do you offer free consultations in Newark?
Absolutely. You can meet us in person or connect remotely for a free, no-obligation consultation to see how we can help you meet your financial goals.
Can I get remote advice if I live in Newark?
Yes. We offer flexible advice through secure video calls, phone, and online tools – ideal if you prefer to manage your finances from home.
Do you serve areas outside Newark, like Southwell or Lincoln?
Yes. While our Newark office is our home, our advisers also work with clients across the wider region – including Southwell, Lincoln, Grantham, and beyond.
Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF). Read more here
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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