Seamless Planning

Advanced Financial Planning provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company. Once we've understood your aims, aspirations and concerns, we can help you make your money work for you. Call us now on 01207 581 241 to request an initial meeting.

Investment & Portfolio Planning
We'll get a thorough understanding of your attitude to risk, your short, medium and long term aims and then advise you in light of the opportunities and threats of the current economic climate.

Life Assurance & Income Protection
Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.

Pension & Retirement Advice
In simple terms, we'll start by helping you understand what you have and what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.

With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible! This is simply not the case. There has never been a better time to seek professional help.

Check out our range of online research and comparison tools and then, if you have any questions, call us on 01207 581 241 for a free, no obligation, initial interview.

Your home may be repossessed if you do not keep up payments on your mortgage.

Our Experience

Our team of advisers have expertise in both generic financial planning and specialist areas such as SIPPS, wealth management and estate planning.

Find out more

Financial Advice... pure and simple

We provide financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right times and at the right cost. It's simple!

Find Out More

23 Medomsley Road
Co Durham, DH8 5HE
T: 01207 581 241
F: 01207 590 110