Welcome to T.B. Patterson Associates
TB Patterson Associates have been providing independent financial advice since 1976. We have over 60 years combined experience in the financial services industry. We are dedicated to providing unbiased and independent face-to-face financial advice. We have a fully qualified financial adviser, on hand to provide, and tailor financial advice to meet your needs. While most of our clients are in Newcastle, Sunderland, Durham, Northumberland and Teesside, we also have clients in London, Cumbria, Yorkshire, Kent, Wales and as far a field as New Zealand and South Africa.
As an independent financial adviser, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning, auto enrolment or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our recommendations and agree affordable priorities to assist you in acheiving your objectives.
Our services are paid for by way of a fee. Our fee can be paid directly to us or, where possible, can be paid via the provider or platform. Either way will result in our fully disclosing our fees in an open and transparent manner.