How specialist financial advisers Newcastle can help you achieve financial security

Welcome to Seven Bridges. We are a fully independent, family-run team of financial advisers Newcastle. We provide holistic strategies across investment, retirement, tax and protection.

Let’s take a look at how we can help you achieve financial security through investment, retirement and tax planning.

Investment Strategy

A careful combination of investment and saving is absolutely essential for achieving financial security.

We work with you to create a robust strategy tailored to you. We conduct a free financial review to create a complete financial picture. One of the first things we’ll do is to cover your current finances and assets, your aspirations and your attitude towards risk and reward.

By reviewing your current investments, we will build an investment plan that provides you with tax efficiency. In addition we will also take a look at diversification and spread of risk to maximise the potential for investment returns.

Investment is long process which is why we are committed to building strong relationships with our clients based on trust. Therefore, we want to give you the peace of mind that your investments are being managed responsibly and professionally.

In addition, our financial advisers Newcastle guide you through the options, from ISAs and OEICs to Government backed stock and corporate bonds. Your bespoke plan will cover a range of avenues based on your investment timescale, capacity for potential losses and your financial goals.

Retirement planning

Personal pensions, annuities, self-invested personal pensions, stakeholder pensions. There are many options available to people looking to plan for their retirement.

Above all, Seven Bridges offer advice on how to best prepare for leaving work and achieving your vision for retirement.

As a family-run financial adviser Newcastle, our priority is understanding your needs and requirements. Therefore, we conduct a number of consultations with you to learn exactly what you want and need from a retirement plan.

That is to say, with this information we research the entire marketplace for you. We then provide you with a list of bespoke, tax-efficient plans that reflect your retirement needs.

Tax Planning

Protection planning, investment strategy and retirement solutions all require a keen eye for tax regulations, legislation and reliefs.

However, it is likely to be one of the more complex elements of your overall strategy. However, ensuring the tax efficiency of your financial plan should be a priority if you want to make your money work for you.

Our experienced financial advisers Newcastle assess your existing assets, making sure you are paying what you should be. For example, we have an extensive knowledge of inheritance tax, income tax and capital gains tax. As well as estate planning and trusts.

Who are we?

Founded in 2014 by Managing Director, Ryan Parker, Seven Bridges is a North East-based IFA. Most importantly, we are committed to helping individuals and corporate entities take control of their assets. We do this through careful planning and innovative financial solutions.

In other words, we have a team of qualified financial advisers Newcastle. This includes wealth managers, paraplanners, administrators and research and development specialists.

If you’re looking to plan for your future and achieve long-term financial security, call us on 0191 491 4119 or email info@sevenbridgesim.co.uk.