About us

About us – b-advised Ltd take pride in offering quality financial advice and excellent customer service to ensure that our clients are more than happy to deal with us and regularly refer us to their friends and family.

We were established in 2006 although the directors and all the staff have all been in the financial services industry for many years building up valuable experience and knowledge in different areas of financial planning. This means that we should always able to help and advise you in all aspects of your financial planning from investment and pensions to life assurance and mortgages.

We have offices in Gateshead and Bolton should you need to visit us although we are more than happy to call at your home or place of work at a time that suits you including out of office hours and weekends. We don’t just only offer advice to local clients either we also deal with clients client from around the country.  Should you not live in the North East or North West then please still feel free contact us to discuss your situation over the phone and should we be able to help then a time can be arranged for a home visit or it may be possible to deal directly with you over the phone or other communications such as Face Time.

We believe that there are many reasons at this present moment in time to use a financial adviser firm such as b-advised ltd, this could be due to changes in the pension market and how the legislative changes that were brought in earlier this year effect you and how you access your pension or your it may be about your mortgage where there have also been many changes such the mortgage market review which could mean getting an appointment with your bank or building society harder than ever, the requirements are also now far more rigid, b-advised Ltd can help can help in these areas and lots more to ensure that you take the right steps in securing yours and your family’s financial future.

Please do not hesitate to get in touch to see if we can help, we don’t charge anything for an initial discussion as this is at our cost, we will also make you fully aware at the outset of any costs that you may incur should you decide to use our service.

Your Trust, Our Expertise.

Our Team

  • Charles J Forster

    Cert Cii (MP & ER ) Certs Dip FA PFS & CeMAP

    Director & Equity Release Mortgage / Protection Adviser

  • David Thompson

    Cert PFS & DIP FA

    Director & Investment / Pension Adviser

  • Jo Watton

    Office Manager (Bolton)

  • Jane Hall

    BA (hons) Marketing Management

    Marketing & Administrator

  • Investments

    Jackie Fitzpatrick

    Cert PFS, DipFA, CeMAP, CeRER

    Investment, Pensions & Equity Release Specialist

  • Peter Tiffin

    Cert CII, FPC 1,2,3, ,CeMAP

    Mortgage & Protection Specialist