Independent Financial Advisers in Newark
Newark’s stone castle, built around 1330, stands beside the River Trent by Rob Atherton
Our financial advisers in Newark, Nottinghamshire, offer Financial Planning and Investment Management from the heart of the town. They’ve been serving the local community since 1976, helping individuals, families and business owners plan their financial future with confidence.
We believe financial planning should be as personal as your goals. That’s why we focus on long-term relationships built on trust and clarity. It begins with getting to know you and what you want to achieve, before developing a tailored plan that’ll help you get there.
Whether it’s helping you plan for life’s big moments, invest tax-efficiently, plan for your dream retirement, or building a legacy for your family, our advice is always tailored to your individual circumstances. Our Newark-based advisers are FCA-regulated, and provide 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.
Arrange a call with one of our specialists – at a time that suits you.
There’s no cost for our first meeting, and no obligation to proceed.
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 work with our Newark Financial Advisers?
Our financial advisers take a long-term view to help you achieve your goals. Whether you’re looking to get your financial plans in order, get advice on tax-efficient investing, or some expert pension planning, we provide trusted, professional support. Our Newark team offers:
- FCA-Regulated, Independent Advice – Professional, impartial advice that puts your interests first
- Local Newark Presence – A trusted local team with a longstanding connection to the community
- A Personalised, Long-Term Approach – A plan that evolves with you, as your needs and circumstances change
- Local Accessibility – Newark-based advisers offering in-person or virtual meetings at your convenience
- Holistic Financial Planning – Lifelong financial planning, pension and retirement planning, tax-efficient investing, inheritance tax planning, and more
- Initial Consultation at our expense – No-pressure first meeting where we can get to know each other, and explore your goals
Meet Our Newark Financial Advisers
Here are just some of the faces and stories behind our Newark financial advisers.
Chartered Financial Planner
Financial Planner
Director, Financial Planner
Director, Chartered Financial Planner
Financial Planner
Mortgage Consultant
Financial Planner
Independent Financial Planner
Independent Financial Planner
Financial Planner
Independent Financial Planner
Financial Planner
Financial Planner
Managing Director
Independent Financial Planner
Independent Financial Planner
Chartered Financial Planner
Director, Financial Planner
Financial Planner
Financial Planner
Why our clients 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.
Financial Advice We Offer
Our advisers offer personalised financial planning support, designed around your goals, values, and ambitions. Whether you’re planning for a specific goal, or want some help keeping your existing plans on track, we’ll work closely with you to build a clear, confident financial roadmap.
Pension & Retirement Planning
- Building a pension savings strategy around you
- Choosing the right retirement income strategy
- Ensuring your money lasts through retirement
IHT & Estate Planning
- Creating a tailored Inheritance Tax strategy
- Protecting your family's future
- Passing wealth between generations
Investment & Wealth Management
- Creating investment strategies that support your goals
- Managing and protecting your wealth
- Achieving the right balance of risk vs reward for you
For Business Owners
- Earning and investing tax-efficiently
- Protecting your business and its shareholders
- Selling your business and planning your succession
Looking for advice today?
Take control of your financial future with guidance from our trusted Newark-based independent financial advisers. We’re here to help.
✅ Initial consultation at our expense – no obligation
✅ Local & FCA-regulated financial experts
✅ Bespoke advice tailored to your goals
Fill out the form and we’ll get in touch to arrange a conversation.
Prefer to speak now? Call us on 01206 480380
Speak to a financial adviser in Newark, 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?
Amber River’s advisers offer clear pricing tailored to the services you need. Our advisers only work with clients when we believe we can add real, lasting value. All fees are discussed with you upfront before you proceed, 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 our IFAs can take an objective view of how to help you achieve your goals. They’ll provide access to the right solutions for your needs – and won’t be limited to using 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 Adviser’ tool to discover our firms and advisers in your region.
What services do your Newark advisers offer?
Amber River advisers offer financial planning that will typically cover areas like pensions, tax-efficient investing, retirement planning, IHT and estate planning, and protection. Our teams also work with businesses to provide services like employee benefits and education programmes, and with business owners in both a personal and corporate financial planning capacity.
Can you help with investment advice in Newark?
Yes. Our advisers provide investment planning and advice that’s designed to help you make the most of your money. This includes everything from maximising your ISA and pension allowances, through to more complex investing options and wealth management solutions.
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?
Your first meeting with an Amber River adviser will be at our expense. You can meet with us in person or connect remotely to see how a financial plan can help you meet your life goals.
Can I get remote advice if I live in Newark?
We offer convenient, tailored 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 Nottingham, Lincoln, Peterborough, Northampton, Southwell, 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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