Seven Bridges is a family-run IFA Newcastle. We provide leading financial advice to our private and corporate clients.

Our specialist team of wealth managers and paraplanners offer expertise across a broad range of areas. Including retirement planning, insurance, investment management and tax planning.

Here we will discuss:

  • Products & Services
  • Corporate Wealth Services
  • About Us

Read on to learn more about the services we offer.

Products & Services 

Whether you are looking for advice on your personal finances or company finances, our specialist team of wealth managers have a wide breadth of experience. We create effective strategies for both private and corporate entities.

Private Wealth Services

Retirement Planning

We help our clients find the most suitable retirement plan for their needs through in-depth research of the marketplace.

From Personal Pension and Self-invested Pension Plans, to annuities and Stakeholder Pensions, we’ll guide you through the various options available.  You can rest assured that you are as well-prepared as possible for your retirement.

Tax Planning

It is important that we all contribute towards taxes and support the valuable public services that they fund. However, we suggest taking into account whether you are paying your fair share.

We help navigate you through the intricacies of income, inheritance and capital gains tax. In addition to this, we cover changes to legislation, regulations and reliefs to ensure you are paying only what you should be.

Investment Portfolio Services

As a leading IFA Newcastle, we shape investment strategies to fit your needs, aspirations and budget.

Through careful consideration of your financial circumstances and approach to risk and reward, we help you achieve your investment goals. We want to give you the assurance that your finances are being managed diligently and professionally.

Protection Planning

We help you find the most suitable plan for protecting you and your family if the worst were to happen.

Our expertise and knowledge of the life insurance marketplace ensure you find the plan that suits your needs.  It’s our goal to give you and your family valuable peace of mind that their lifestyle is not affected if you were to pass away or fall ill.

Corporate Wealth Services

Are you looking for advice from an IFA Newcastle on corporate pensions, corporate investment, life insurance and protection or tax planning? If the answer is yes, our team of specialist wealth managers and paraplanners will work alongside you to create a strategy that will protect the future of your business and your employees.

About Us 

Seven Bridges is a leading IFA Newcastle with many years of experience working within the financial services sector.

Led by founder and director Ryan Parker, the Seven Bridges team consists of qualified wealth managers and paraplanners.

We’re committed to building strong relationships with our clients that gives you personalised, holistic solutions to help you achieve your financial goals.

Get in touch today and speak with one of our friendly team.