Need experienced financial advisors Newcastle to help manage your financial assets? Seven Bridges provide personalised solutions to help you achieve your financial goals.

From tax planning to investment advice, we provide private and corporate clients with professional advice from some of the region’s leading experts.

To learn more about what we offer, get in touch with one of our friendly team or read on for further information.

Our offer to you…

We provide you with industry leading advice on a wide range of financial areas to protect the future of your personal or corporate finances.

Investment management

Private services

Our team of talented financial advisors Newcastle help you make the most of your investments. We review your needs and aspirations along with your current circumstances to produce a complete financial picture.

From there we guide you through the various options and provide the perfect solution for your specific requirements.

Corporate services

Balancing risk and reward are one of the many challenging aspects of corporate investment. Here at Seven Bridges, our team of financial advisors work alongside you to create a strategy. All in line with your end-goal and your approach to risk and return.

Tax Planning

Private services

It’s essential that everyone contributes their fair share of tax, however it is also important to ensure you are not paying more than you should.

Our commitment to staying at the forefront of our industry means we are always up-to-date with the latest changes to regulation. As well as reliefs and legislation to ensure no opportunity is missed.

Corporate services

We help corporate entities legally reduce their tax costs through strategic planning and ongoing financial reviews. There are various options and avenues that can be utilised to minimise your company’s liability to these costs. We work with you to create a solution that works for you and your business.

Retirement planning

Private services

Commonly involving contributions from both the employer and the individual, retirement plans prepare you for leaving work.

There are a broad range of options available, which we guide you through to find the most suitable option for your needs and retirement goals.

Corporate services

With the majority of retirement plans involving contributions from employers, our financial advisors Newcastle help you and your business find the most cost-effective retirement solutions. This will also provide security for your employees.

How we work

First and foremost, our approach is based on building strong relationships with our clients. A clear understanding of your requirements, goals and current circumstances allows us create strategies that contribute to your long-term financial success.

Our process always begins with a free consultation followed by an in-depth financial review. Your personal financial advisors Newcastle will work alongside you holistically to review your position and produce a strategy to get you to where you want to be.

Our fees are transparent and tailored to you, agreed upon in the initial meetings based on your budget and goals.

Get in touch today to learn more about how we can help.