Wealth Management Newcastle | Seven Bridges

Seven Bridges is a leading Wealth Management Newcastle company. We provide innovative solutions and advice to make your money work for you.

Read on to learn more about our services and how we can help you make the most of your finances.

Our Wealth Management Services

Retirement Planning

Our experienced team of wealth managers and paraplanners research the entire marketplace. Above all, this helps ensure that we find the ideal pension plan for your circumstances and needs.

There is a huge range of options available which can at first seem daunting. However, we will guide you through the entire process and provide the solution that will work best for you.

As a leading wealth management Newcastle company, we have an extensive knowledge of the options and plans available. Including Personal Pension Plans, Annuities, Self-invested Personal Pensions and Stakeholder Pensions.

Investment Portfolio Services and Personalised Investment Opportunities

From ISAs to OEICs, we provide both private and corporate entities with industry-leading advice on investment management.  We creative innovative strategies based on a thorough understanding of yours or your company’s financial goals.

Furthermore, through consultations and a comprehensive financial review, we seek to understand the following.

  • Your approach to risk and reward
  • your current financial position
  • Your aspirations for the future

Tax Planning

Our wealth management Newcastle team bring together years of experience to ensure our clients understand the developments surrounding tax. Thus includes legislative developments and changes to regulations and reliefs.

Above all, our clients benefit from our extensive knowledge of inheritance tax, income tax and capital gains, along with our expertise in estate planning and trusts.

Individual and Family Protection

We usually don’t stop to think before insuring our homes, car or holiday but very few choose to insure their life.

If your income is depended on by your children, partner or other relatives, you should consider the impact if the worst were to happen.

Also, life insurance provides valuable peace of mind and ensures your loved ones’ lifestyle is not affected if you were to fall ill or pass away.

Our team of qualified wealth management Newcastle experts will navigate you through the various options, from critical illness cover to income protection.

About Seven Bridges

Since launching in 2014, Seven Bridges has quickly established itself as a leading Wealth Management Newcastle firm.

Founder and Managing Director, Ryan Parker, along with his team of qualified wealth managers, paraplanners and administrators.

With our commitment to furthering our knowledge and qualifications along with the work of our Research and Development officer, we’re proud to always remain ahead of the curve and at the forefront of the wealth management sector.

Get in touch with one of the team today by calling 0191 491 4119 or emailing us at info@sevenbridgesim.co.uk