Are you looking for an IFA Newcastle that can make your money work for you?

Seven Bridges is an IFA Newcastle. With expertise across investment, tax, retirement and protection planning, we provide leading, expert advice to a wide range of clients, including both individuals and businesses.

In today’s blog post, we’ll introduce our five core service areas:

  • Investment
  • Tax
  • Protection
  • Retirement
  • Corporate wealth management

Investment portfolio services

We offer non-discretionary investment advice for individuals. Our goals is to provide bespoke strategies that will help you achieve long-term financial security. We spread your investments across a number of diverse investment avenues that align with your attitudes towards risk and reward.

Following a free financial review in which we gain a thorough understanding of your current financial circumstances, ongoing and previous investments and aspirations for the future, we work alongside you to create an investment plan tailored to you.

Seven Bridges will advise you on all the options available, including ISAS, government gilts, corporate bonds and OEICs.

Tax Planning

There are numerous ways in which you can legally reduce your liability to tax. Our expertise and up-to-date knowledge of tax regulations and reliefs will give you financial strategy.  It will be optimised for tax and ensure you pay no more than your fair share.

As an established IFA Newcastle, we can advise you on inheritance tax, income tax and capital gains tax.  This ensures your finances are well placed for responsibly limiting the amount of tax you pay.

Protection and Insurance

Our life insurance and critical illness specialists can advise you on finding the best life insurance policy for your needs and requirements, ensuring your family are protected if you were to die or fall seriously ill.

As a family-run IFA, we know your priorities are the wellbeing and security of your loved ones. We draw on our many years of experience and strong relationships with insurance providers to find you the best possible cover for your budget.

Retirement planning

An effective plan for your retirement will ensure your income and lifestyle is sustained throughout your retirement and is an essential part of any financial strategy.

A pension plan is a tax-efficient saving method and with life expectancy rising, it has never been more important to plan for retirement.

As an IFA Newcastle, we can create plan that works for you, advising on personal pensions, self-invested pensions, annuities and stakeholder pensions.

Corporate wealth management

With expertise in benefit packages, life insurance, retirement planning and corporate investment, we help corporate entities protect their future.

We review your firm’s position and provide suggestions and strategies that will help your company achieve long-term success.

Email info@sevenbridgesim.co.uk to learn more about our services and how an IFA Newcastle can help you on your journey to financial security!!!

About Seven Bridges

The Seven Bridges team includes wealth managers, paraplanners, administrators and specialists. With decades of combined experience and a dedication to ongoing research and development, we create a holistic strategy tailored to your personal financial goals and aspirations.

GET IN TOUCH WITH AN EXPERIENCED IFA NEWCASTLE, TODAY!

Visit sevenbridgeslife.co.uk or CONTACT US HERE VIA OUR ONLINE FORM for a free quote.