Business Details
19 Years
experience
Your Trusted Financial Advisers in Gateshead
Established in 2007, B-Advised has been providing comprehensive financial advice to individuals and businesses across the UK. Our team of experienced and qualified professionals specialises in mortgages, pensions, investments, business insurance, equity release, and financial protection. We pride ourselves on delivering tailored solutions that align with each client's unique goals and circumstances. With offices in Gateshead and nationwide service availability, we offer both in-person and remote consultations to accommodate client needs.Our commitment to professionalism, integrity, and client-centric service has earned us a reputation for excellence. We prioritise timely support, clear communication, and bespoke financial strategies to ensure long-term client satisfaction. Our advisors hold relevant industry certifications and maintain regulatory compliance through the Financial Conduct Authority.
Services
Mortgages
Pensions
Investments
Business Insurance
Equity Release
Family Protection
Income Protection
Remortgage
Mortgage Advice
Financial Planning
Details
- Year established: 2007
Highlights and features
- 15 years of experience in financial advisory services
- Qualified team with industry-specific certifications
- Tailored financial solutions for unique client needs
- Nationwide service with local expertise
- Prompt and transparent client communication
Associations and certifications
- Financial Conduct Authority
What people say
Amazing service
Consummate professional
Efficient and informative
Smooth process
Excellent communication
Services
Mortgage Advice
We provide comprehensive mortgage advisory services for first-time buyers, remortgaging, and property relocation. Our whole-of-market approach accesses exclusive deals unavailable through direct lenders. With over 30 years' combined experience, our advisors help clients navigate changing mortgage regulations and secure optimal rates. We handle all paperwork to ensure fast, efficient processing while maintaining FCA compliance.
Business Insurance
Our business insurance solutions protect companies against financial risks from key personnel loss, critical illness, or death. We specialise in calculating appropriate coverage levels using industry-standard methodologies and structuring tax-efficient policies. Services include key person protection, corporate loan cover, and shareholder protection plans tailored to business size and sector requirements.
Equity Release
We offer regulated equity release solutions for homeowners aged 55+. Services include lifetime mortgages and home reversion plans with FCA-approved providers. Our advisors explain implications for inheritance tax and means-tested benefits while ensuring compliance with Equity Release Council standards. We provide personalised illustrations to demonstrate long-term financial impacts.
Pension Advice
Our pension specialists help clients maximise retirement savings through workplace, personal, and group pension schemes. We analyse existing arrangements, recommend tax-efficient investment strategies, and provide State Pension age projections. Services include retirement income planning, pension consolidation, and legislative change adaptation to ensure long-term financial security.
Investment Advice
We offer independent investment advice covering ISAs, bonds, OEICs, and tax-efficient wrappers. Our advisors create custom portfolios aligned with risk tolerance and financial goals. Services include regular portfolio reviews, tax planning strategies, and education on investment vehicles. We cater to both novice investors and experienced individuals seeking enhanced returns.
People
Charles J Forster
Director & Equity Release Specialist
Certified mortgage and protection adviser with 15+ years' experience in equity release solutions and financial planning.
David Thompson
Investment Adviser
Qualified financial planner specialising in investment strategies and pension solutions with industry-recognised certifications.
Peter Tiffin
Mortgage Specialist
Experienced mortgage adviser with expertise in protection products and whole-of-market mortgage solutions.
Jane Hall
Marketing Director
Marketing leader with financial services expertise, responsible for client engagement strategies and service communication.
Keith Piddock
Mortgage Adviser
Certified mortgage professional specialising in first-time buyer schemes and complex property financing arrangements.
Questions
What financial services does B-Advised offer?
We provide mortgages, pensions, investments, business insurance, equity release, family protection, and income protection solutions.
Are B-Advised's services regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA number 846361).
Do you charge for initial financial consultations?
No, we offer free initial consultations to discuss your financial needs and potential solutions.
Can I get mortgage advice if I'm not local to Gateshead?
Yes, we provide nationwide financial advice through office visits, home consultations, and remote communication.
What qualifications do your advisers hold?
Our team holds industry-recognised certifications including CeMAP, DipFA, and PFS designations.
How are your financial advisory fees structured?
We charge £495 for mortgage advice and £995 for equity release services, with full cost disclosure upfront.
Reviews (2)
Tony Johnson
Jan 07, 2021
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Positive:Professionalism,Quality,Value
Superb service and advice from Jim with help needed for an equity release. Everything was done remotely via video calls and telephone because of covid with exceptional professionalism.
Superb service and advice from Jim with help needed for an equity release. Everything was done remotely via video calls and telephone because of covid with exceptional professionalism.
Kasia Longstaff
Dec 02, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Be advised good sound advice giving to us 8 year ago for our mortgage& life insurance .Jim sorted everything . Nothing was to much trouble . Came back for more advice just recently met with the same friendly service we had years ago . Would highly recomend using this service to any 1 .5 star on everything
Be advised good sound advice giving to us 8 year ago for our mortgage& life insurance .Jim sorted everything . Nothing was to much trouble . Came back for more advice just recently met with the same friendly service we had years ago . Would highly recomend using this service to any 1 .5 star on everything
