Looking for a financial advisor Newcastle?

Seven Bridges help you achieve your financial goals. We do this via innovative, holistic approach to wealth management.

Our services include investment management, retirement planning, tax planning and protection, which we will break down in today’s blog post.

What we offer | Financial Advisor Newcastle 

We offer our expertise to both private and corporate clients.

Our key areas of expertise are:

  • Investment management
  • Retirement planning
  • Tax planning
  • Protection

Investment management

We offer personal investment portfolio services and bespoke corporate investment strategies for a wide range of clients.

Your personal financial advisor will first review your financial circumstances. This includes any current investments and savings to create a complete financial picture.

In a series of follow up meetings your financial advisor will seek to understand your own individual attitudes to risk and reward.  This will ensure we can provide a solution that matches your needs and aspirations.

Investment is a long-term approach to saving and generating income.  This is why we place the utmost importance on building strong relationships with clients built on trust. We work with you throughout your investment timeframe. We keep your investment portfolio under continual review and offering ongoing advice on how you can optimise your financial strategy.

Retirement planning

There are a wide range of options for preparing financially for retirement. As a tax-efficient saving method, a pension plan should play a key role in your overall strategy.

A financial advisor from Seven Bridges will create a pension plan tailored to your specific needs and target retirement age. We offer advice on personal pension plans, self-invested personal pensions, annuities and stakeholder pensions.

Tax Planning

There are many and various ways to reduce your liability to tax. As a Seven Bridges client, your financial advisor Newcastle will ensure your financial plan is optimised for tax. We keep you up to date with the frequent changes to tax regulations and reliefs to ensure no opportunities are overlooked.

Tax can be a complex area of financial planning to navigate. We guide you through the legislation to ensure you can legally and responsibly reduce your income tax, capital gains tax and inheritance tax.

Protection Planning

Life insurance can be incredibly valuable for those with dependants that rely on their income.

If you have children or a partner that rely on your salary to live, pay bills and maintain their lifestyle, we recommend considering life insurance.

In exchange for a monthly premium, a life insurance policy will ensure your family are not faced with economic difficulties if you were to pass away or fall critically ill.

Your Seven Bridges financial advisor Newcastle will ensure you are receiving the most suitable plan for your needs at a price that suits your budget.

Through a series of assessments and consultations , we research the entire marketplace to find a policy and provider that meets your individual requirements.

Interested in learning more about how a financial advisor Newcastle can help you make the most out of your money and assets? Get in touch today at info@sevenbridgesim.co.uk to arrange a free consultation with one of our experts