Financial Services and Advisers

Advanced Funding Solutions

We are a small team of professional finance brokers, helping businesses access every type of finance from our 50+ funders. We mainly work with existing businesses on cash flow, property, growth and asset funding, with case values ranging from a few thousand to tens of millions of pounds.

07539 783 359

We have been helping clients make their money work harder through economic ups and downs since 1762. In an age of widespread digital communications, we still believe that getting to know you personally and understanding your aspirations is the key to success. We tailor investment portfolios to your needs and provide a full range of financial planning services to create a meaningful strategy that will meet your financial and lifestyle goals.

0191 279 7431

CATAX are expert in R&D tax relief for Limited Companies and Embedded Capital Allowances claims on Commercial Properties. We know where to find the tax relief that you’re entitled to.

We make the process easy for you, and you don’t pay us until you receive your benefit from HMRC.


077487 66842
Maven Capital Partners

Maven Capital Partner offer a range of flexible funding solutions for entrepreneurial SMEs at any stage of the business growth cycle. One of the UK’s leading private equity houses and most active SME finance providers, Maven manage the £20 million Finance Durham Fund available to support businesses based in, or looking to relocate to, County Durham.


0191 731 8595

NBSL is an Enterprise Agency – our North East Business Support Fund helps businesses access quality external expertise to deliver business improvement projects. 35% funding is available for projects costing between £3k and £8k. Eligibility – small and medium sized enterprises who are planning to grow.


01670813322 / 07712 321622
NEL Fund Managers

NEL Fund Managers are a North East based business investor. We currently manage the Finance for Business North East Growth Fund which offers unsecured finance to future facing companies looking to achieve their growth objectives.

North East Finance

North East Finance (NEF) is the holding fund manager for the Finance for Business North East programme.

It is responsible for overseeing the delivery of the programme, both during the active investment period (to 31 December 2014) and through to the end of the expected realisation period (to 2020).

The company has an experienced non-executive Board with responsibility for delivery of the objectives of the Programme. To assist in this, there is also an Advisory Board comprising experienced venture capitalists and finance professionals.

0191 2112301

Northpoint is a North East based professional advisory firm providing business turnaround, insolvency and forensic accounting services.

We work for and with fellow professionals, company directors (often alongside their usual financial and legal advisors), shareholders, investors, banks and others.

Our Directors, Greg Whitehead and Mark McCafferty, are pleased to provide an opinion on any situation on a confidential, no obligation basis at any time.

0191 2111452 / 07900 241 464
Northstar Ventures

Northstar Ventures is a venture capital firm based in the North East of England.  We invest in innovative, high growth businesses and social enterprises across the region.

We are dedicated to providing entrepreneurs with the support they need to fulfil their ambitions and to achieve social impact through our investments.

Please follow us on twitter – @NorthstarVent and @NVSocialFund




Increasing, substantially, the financial wellbeing of clients with advice on life assurance, critical illness protection and income protection, pensions, retirement planning, savings, investments , mortgages and equity release.

07798 903201
Reeves Independent Wealth Management

Reeves Independent have over two decades of experience helping clients to build financial security both for the present and the future. We specialise in providing a portfolio management & retirement planning service to ensure our clients can have the best retirement possible!

0191 2819862
Right Policy 4 U Ltd

Based in Durham, we arrange free Financial Advice or Estate Planning Advice in the comfort of your home.

Do you need free protection advice?
Are you thinking about a new policy?
Are you thinking of updating your existing policy?

If so, we can arrange this for you.

Rivers Capital Partners

Rivers Capital Partners manages the £8.5m North East Angel Fund and Rivers Loan (a trading subsidiary of Rivers Capital) manages the £6.5m North East Microloan Fund from the Finance for Business North East programme.

The Entrepreneurs Fund Manager ‘Rivers Capital Partners’ have been investing for growth since 2010 and now also provides ‘Microloans to Fund Big Ideas’ .

Both funds support the growth and innovation of products and services in SME’s across the North East of England.  However, the Microloan Fund is designed to provide funding for start-ups and small businesses that have been refused finance from mainstream lenders.


We offer a Free, Independent, No Obligation Pension Review. We can trace lost or missing Pensions
There is approximately £1,000,000,000,000 lying in unclaimed or Frozen Pensions.
Many frozen pensions are still paying charges although the performance is not there
We also offer Secured Loan Finance

SSASCo Associates

SSASCo work with Intermediaries to help them, and their clients, optimize the use of a SSAS – the most flexible pension scheme / tax shelter available for business owners.

We are happy to provide advice to intermediaries or to interface with their clients directly whichever is most appropriate.

As well as providing advice, we assist in the smooth implementation of whatever structure is appropriate.

When a SSAS has been established, we are available for on-going advice and conduct annual reviews to ensure all the scheme features appropriate to the client are being fully utilized.

True Potential Wealth Management

Building Your Wealth-

We continually search for better value and choice, and are agile enough to respond to opportunities quickly. As a result, our clients become better informed, confident and empowered to reach their financial goals. We achieve this by using the latest technology to provide straightforward and transparent advice in a simple and convenient way.

We make no compromise.

We are beyond wealth management.