Financial Advisor Newcastle | Wealth Management | Seven Bridges

If you’re in need of a professional Financial Advisor Newcastle, Seven Bridges offer a wide range of services. All set up to suit your financial needs and aspirations.

The Seven Bridges team have a wealth of experience within the financial services sector. We have expertise in retirement planning, investment management, tax planning and insurance.

It’s time learn more about how we can help you achieve your financial goals. Get in touch today or read on for more information.

Our Services

Investment Management

As a leading independent Financial Advisor Newcastle, we work with individuals and corporate bodies. Therefore, we create innovative strategies for managing and developing investment portfolios.

Our approach is centred around building strong relationships with our clients. However, we seek to learn all we can about your needs and goals, attitude towards risk and reward and current financial picture.

Through a free comprehensive review, we create a strategy that will help you achieve your investment goals. In other words, we’re the specialists at giving you peace of mind that your finances are being responsibly managed.

Retirement Planning

Looking for a retirement plan that is perfect for you? Our specialists can find you the most suitable retirement plan and provider for your specific needs and budget.

We’ll navigate you through the wide range of options available. Above all, this includes personal pension plans, self-invested plans, stakeholder pensions and annuities.

Tax Forward Planning

Tax can be a very complicated area of financial planning. However, it is worth taking time to consider whether you are paying the correct amount.

With our up-to-date knowledge of legislation, regulations and reliefs, we’re here to help guide you through the complexities of inheritance, income and capital gains tax to ensure you’re not paying any more than your fair share.

Protection planning

As a family run financial advisor Newcastle, we know that your family comes first. Our insurance specialists have a specialist knowledge of the life insurance sector and have many years of experience. In addition, we’ll find the perfect insurance policy to protect you and your family financially if you were to pass away or fall seriously ill.

Who are we?

Seven Bridges was established in 2014 and over the past six years have grown to become a prominent and trusted Financial Advisor Newcastle.

Our team of wealth managers, insurance experts and administrators are experienced in providing innovative financial advice and solutions. This is based on the latest industry developments, techniques and strategies.

As a family-run company, our client relationships come first. In conclusion, we’re committed to providing tailored, holistic advice to help you make the most out of your money.

We’d love to hear from you. Get in touch to arrange a free consultation with one of our specialists today.