Searching for Newcastle financial advisers? Achieving financial security doesn’t happen overnight. It requires a combination of careful investments, smart tax planning and choosing the most suitable retirement plan for your needs and aspirations.

Calling on the advice of a professional when planning for the future of your finances of course requires an upfront investment. However, making the right decisions early on in your financial strategy is key for your future success.

Seven Bridges was launched by Ryan Parker in 2014 following several years working within the financial sector. Over the past 6 years, we have grown into a team of qualified and experienced Newcastle financial advisers. We also have wealth managers, paraplanners and administrators, offering industry-leading advice to individuals, families and a wide range of companies.

In this blog post, we’ll be exploring three of our key areas or expertise:

Investment Management and Advice

There is wide array of investment avenues available to the individual investor with varying levels of risk, from cash investments, UK gilts and corporate bonds to more uncertain options, such as global equities, alternative markets and emerging markets.

Creating the right strategy for you therefore requires an understanding of how much you are willing and able to risk, your investment spread and the investment timeframe.

All of our clients have different attitudes towards these factors, their attitudes often change over time and may differ depending on the type of investment.

This is why our first priority is understanding your individual approach, your personal definitions of risk and reward and your goals and aspirations.

As a family run company, our focus is on building strong relationships with our clients in order to have the greatest impact and contribute to your long-term financial success.

Tax Planning

Of all the areas of financial planning, tax is arguably the most complex. There are complex regulations and legislations that you need a solid understanding of in order to reduce your liability to tax whilst also remaining within the law and paying your fair share.

Without tax, we wouldn’t have the viatl public services we all rely on, however this being said, you shouldn’t be paying any more than you need to be.

We help guide you through the complex world of tax, advising on income tax, inheritance, estate planning and capital gains tax. Our Newcastle Financial Advisers have specialist knowledge of the financial sector and with our commitment to staying ahead of the curve and keeping our eyes on the frequent changes to regulations and reliefs, we can ensure no opportunity is missed.

Retirement Planning

Our team of Newcastle Financial Advisers include experts on retirement planning. With many years of experience preparing individuals for their retirement, we create a bespoke plan for you that will ensure your financial security when you retire.

With our extensive knowledge of the retirement marketplace, we explore all options, from personal pensions to annuities and self-invested plans to ensure you can make the most of your retirement.

Speak with one of our expert Newcastle financial advisers today by calling 0191 491 4119 or email us at info@sevenbridgesim.co.uk