Searching for financial advisers Newcastle? Seven Bridges was launched to help individuals and businesses take control of their finances. Through careful investment, tax and retirement planning, we can help.

As a family-run, fully independent financial adviser Newcastle, we create bespoke strategies. We provide our clients with peace of mind that their assets are being responsibly and effectively managed.

In this post, we’ll be taking a closer look at our three core areas of expertise:

  • Retirement planning
  • Tax Planning
  • Investment management

Retirement planning with financial advisers Newcastle

Effectively planning for retirement is essential for ensuring your financial security. With life expectancy and length of retirement increasing, it has never been more important to be equipped for retirement.

There is an overwhelming number of options available and creating the ideal strategy for your circumstances and financial goals isn’t always easy.

This is where we come in.

Our qualified team of financial advisers Newcastle have many years of combined experience.

We guide you through personal pension plans, self-invested pension plans, stakeholder pensions, annuities and more to create a holistic strategy that will ensure your long-term security.

Tax Planning

Tax panning is a complex business and demands a thorough understanding of legislation, regulations and reliefs.

Paying the appropriate amount of tax is of course vital for funding the public services that we all benefit from. However, it is also important to ensure you are paying no more than your fair share.

There are many strategies that can be employed for responsibly and legally minimising your liability to tax.

The world of tax is constantly shifting, making it is easy to miss an opportunity. Our financial advisers Newcastle will navigate you through the complexities of income, inheritance and corporate gains tax, ensuring your overall financial strategy is tax efficient.

Investment Planning

With a vast array of investment avenues available to you, deciding on the best route to take can be difficult.

When you first meet with your dedicated financial advisers Newcastle, they will seek to understand your attitudes towards risk and reward, two of the most important factors that will inform your investment choices.

We understand that your attitude may be different for different investment platforms and types. It is also common to not be sure.

We consider all of these factors in your initial consultations. From there we set out on creating a multi-faceted strategy which may include ISAs, corporate bonds, government gilts and Unit trusts, to name just a few.

Investing is a long and dynamic process. An effective strategy is sensitive to changing circumstances and should adapt over time. This is why we aim to form strong relationships with our clients based on trust and a thorough understanding of their financial goals and current circumstances.

Get in touch with leading Financial Advisers Newcastle today

From the beginning of our process, we have your long-term goals in mind and our chief priority is helping you achieve these goals through responsible and strategic investment decisions.

Speak to us today to arrange a free consultation with one of our specialists.