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Planning on a comfortable financial future takes time.

Setting your goals is the first step to success.

WELCOME TO

Research Independent Financial Services

Having goals gives focus and direction. That’s where we can help. We are independent financial advisers, which means our duty is solely to you – our client.

Research are located in Darlington and have been established since 1991. The advice we provide is completely impartial. Our continuous monitoring and research of the evolving financial services market enables us to recommend the most appropriate solutions to your financial needs.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

Consumer Duty – Treating Customers Fairly

Research is regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Research have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the North East’s leading firms that are wholly committed to providing you with the best possible advice, service and support.

Our Services

Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.

Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.

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Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

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Retirement Planning

Providing you with the standard of living you wish after you stop work.

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Sustainable Investing

Environmental, Social and Governance (ESG) strategies have proven that they can be market-beating.

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Our Clients

Private Clients

At Research, we provide comprehensive financial planning services for private clients, whether they are saving or investing tax efficiently for the future or considering income options including taking drawdown from their retirement funds.

Corporate Clients

If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Research has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 30 years, and throughout this period we’ve developed many good friendships.

Client testimonials

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