Our Approach
We are an Independent Financial Advice practice in the heart of the North East.
Planning for the future can seem daunting, but our friendly, impartial financial advice service is here to help make those big decisions as straightforward and stress-free as possible.
Why choose us?
We are a small, family-run business with a proud history of providing financial advice to clients throughout Sunderland, County Durham and Newcastle.
Our team of independent financial advisers are a friendly bunch, who truly care about helping our clients achieve their financial goals.
With over 35 years of experience between us, we know how to translate the complicated world of financial services into simple, no-nonsense advice to help you with those important decisions about your financial future.
Finding out what matters to you
Ensuring that our services are the perfect match to your needs
When we meet you in person (we like the face-to-face approach!) we will ask you about your life, ambitions and priorities, as well as assess your current financial situation.
If there is anything you want to ask us, go ahead – no question is too big or too small.
We will take the time to truly understand what you want to achieve, which means you can be sure that our financial advice is the perfect match for you.
A bespoke financial plan
Our plans are completely tailored to you
After finding out what you want, we will then go away to identify the most suitable products and services to help you achieve it, conducting a comprehensive review of what is on the market.
When it comes to finance, there is no one-size-fits-all, so we will put together a detailed financial plan tailored to your circumstances.
Whether you are looking for help with pensions, investments or savings, a personalised financial plan from Wood Kirkbride will look at all the options available to you.
Value for money
We do regular research, to make sure your investment is working hard
To ensure our services are providing value for money, for those clients who opt for an ongoing service, we continually assess product and investment range at least yearly by way of a meeting. Every 6 months the entire investment offering for the practice is reassessed and measured to ensure it continues to offer excellent value for money.
Any changes are communicated with clients either by a face to face meeting or via our secure messaging facility.
Financial advice you can trust
We have earned the trust and respect of our valued clients
Once we have put together your financial plan, we will talk you through our recommendations and explain why we think certain products or services are the most suitable for you.
As independent financial advisers, we are not tied to any specific financial products or companies, so you can be sure that our financial advice is in your best interests.
What’s more, we have earned our reputation for excellent service by taking the very best care of our clients, many of whom have been with us for decades, and we pride ourselves on the trust and respect they place in us.
With Wood Kirkbride, you can be confident that your financial future is in safe hands.
Our Partners
Dynamic Planner is our award-winning independent risk profiling tool, which enables us to confidently match the right investment solutions to our clients' needs.
Iress Xplan is our Independent Mortgage, Critical and Life Insurance sourcing system, which is available to all of our valued clients, both existing and new.
FE Analytics is our independent fund performance analysis tool which allows us to compare solutions fairly and accurately, improving the outcome of our advice.
Intelligent Office is our secure CRM system, managing the information of our clients. We offer a secure messaging facility to keep in regular contact with our clients.
O&M Profiler ESP is a software solution offered by Iress, designed to assist ourselves when we need a Switching Analysis to be constructed for clients' pensions, bonds, ISAs, GIAs (General Investment Accounts), wraps and drawdown products.
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