How Seven Bridges can make your assets work for you

Are you looking for specialist financial advisers Newcastle?

Seven Bridges are here to help you achieve financial security. We do this through a holistic approach to financial planning, encompassing investment, retirement planning, tax planning and protection.

As a family-run, independent investment management company, we provide innovative solutions for businesses and individuals.  Helping our clients structure their assets in a tax efficient way.

Our services

The Seven Bridges Team provide leading advice in both private and corporate wealth management.

Our expertise includes but is not limited to:

Investment Advice and Planning

We provide investment portfolio services, corporate investment strategies and guidance for personal investment opportunities.

Your Financial Advisers Newcastle will review your investments and savings, ensuring they are diversified to reduce overall risk and optimised for tax efficiency. Our combined experience working at senior level in the finance sector makes us ideally placed for helping you make the most from your investments.

Retirement planning

We work with both individuals and corporate entities, providing advice and bespoke solutions for your retirement.

We research the marketplace on your behalf to find the plan that works for you or your business.

Tax Planning

It’s our aim to guide our clients through the complex area of tax planning. Providing valuable insight into the latest regulations, legislation and reliefs to ensure your financial plan is as tax efficient as possible.

Our team

Founded by managing director, Ryan Parker (DipPFS), Seven Bridges has grown to include a team of professionally accredited financial advisers Newcastle. This includes specialist wealth managers, paraplanners, insurance experts and administrators.

Our process

In addition, we create long-lasting relationships with our clients, providing advice throughout their working life and into retirement.

Your dedicated team of financial advisers Newcastle will first assess your current circumstances with a free comprehensive review of your personal and/or business finances.

With a detailed understanding of your current situation, priorities and your aspirations for the future of your finances, we write a bespoke report outlining our recommendations and suggestions.

Then we will discuss these with you in a follow-up meeting, in which we will build your bespoke strategy.

Financial planning is a life-long process, so we keep your strategies under constant review, ensuring no opportunity is missed.

We are transparent with our charges, which we fully disclose in our initial meetings.

To learn more about how our financial advisers Newcastle can help manage your assets and prepare for the future, email us today at info@sevenbridgesim.co.uk or call 0191 491 4119.