Wealth management solutions from leading Financial Advisers Newcastle

Searching for financial advisers Newcastle? Take control of your finances and achieve real financial security with Seven Bridges. We recommend seeking the advice of professionals who can create strategies that will protect the future of you and your family.

Seven Bridges was established in 2014 to help individuals and businesses make the most of their finances through strategic financial management.

Today we’ll be looking at three of our core service areas..

  • Investment management
  • Tax planning
  • Retirement planning

Investment management

We guide you through the complex world of investment management. From ISAs to corporate bonds, finding you the ideal solution that aligns with your approach to risk and reward.

Some are willing to put more on the line than others when it comes to investment. Your approach to risk and reward will depend on how much you are willing to risk and your capacity for any losses.

Understanding your attitude towards risk and reward is where we start our process. Your attitude may depend on the investment platform you use. It may change over time or perhaps you’re not quite sure how much you’re willing to risk.

We take all of this into account to create a multi-faceted strategy with flexibility. We ask you a series of questions to get a real understanding of what you are willing and able to risk.

Our team of financial advisers Newcastle have a wealth of experience creating effective strategies. This involves ISAs, Unit Trusts, OEICs, Government Gilts, property and Corporate bonds.

Tax Planning

A complex area of financial management! Tax planning requires sound advice from an expert to ensure you are paying what you should.

It is vital that we all contribute to our public services. However having an understanding of legislation, regulations and reliefs can be invaluable for making sure you are not paying any more than you should be.

We navigate our private clients through the ins and outs of income tax, inheritance tax, capital gains tax and estate planning. For corporate entities, we advise on legally minimising the cost of tax.

Our financial advisors Newcastle have many years of experience within the sector and a comprehensive understanding of the marketplace. With our commitment to growing our knowledge, we remain at the forefront of the industry, ensuring our clients never miss an opportunity.

Retirement Planning

With life expectancy growing year on year, preparing for retirement has never been more important. We help find you your ideal plan through a thorough understanding of your needs and the wide range of options available.

Our financial advisers Newcastle work with you to design a tax-efficient solution that will ensure you have a comfortable retirement.

We have expertise in personal pensions, annuities, self-invested pension plans and stakeholder pensions. So you can feel safe in the knowledge that your financial future is in good hands.

If you’re looking to take control of your finances and plan for your future, get in touch today and see how we can help.