Welcome to Willis Scott Financial Solutions

Call us on 0191 5660566

Independent Financial Advisers in Sunderland, South Shields, Bishop Auckland, Hexham and Newcastle

You need impartial financial planning advice

Based in Sunderland with offices also in South Shields, Bishop Auckland, Hexham and Newcastle, Willis Scott Financial Solutions is one of around 260 financial services firms in the UK to hold Chartered Financial Planner status.

We were the first firm to achieve this status in the City of Sunderland.

We are highly experienced in financial planning, we pride ourselves on offering top quality, independent advice that is designed specifically for you to help you meet your aspirations. We will take the time to find out about you, your current financial situation and all of your lifetime goals and objectives. Only then will we make recommendations about how you should plan for your future and this will include investment advice, retirement planning, tax planning and personal protection advice.

We can give you Independent Financial Advice in all areas of financial planning, including:

Retirement Planning

·        Saving for the future through a pension

·        Annuity Advice / Open Market Option

·        Income Drawdown

·        Early Retirement

Investments

·        Tax efficient saving including ISA’s

·        Unit Trusts / OEICs

·        Investment Bonds

·        Offshore Investments

·        Inheritance Tax Planning

·        Regular Savings Contracts

Protection

·        Making sure you and your family are adequately covered

·        Life Assurance

·        Critical Illness

·        Income Protection

Mortgages

·        Whole of market advice

·        Residential mortgages

·        Buy To Let mortgages

We look forward to being of service to you

 Email us now at enquiries@willisscott.co.uk or call us on 0191 5660566

 if you would like to arrange a free no obligation initial meeting

with an Independent Financial Adviser from our firm