Financial Advisors Newcastle | Seven Bridges Investment Management
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Who are we?
Seven Bridges is a fully independent investment management company providing our clients with a broad range of products and services, including tax planning, investment advice, protection needs and retirement planning.
We offer expert advice and personalised solutions to both private and corporate clients in Newcastle and nationwide.
Our services can be divided into two main categories; Private Wealth Management and Corporate Wealth Services.
Private Wealth Management
As one of the leading Financial Advisors Newcastle, we help our clients plan, manage and protect their private finances. Our services include but are by no means limited to:
- Retirement planning
- Tax planning
- Personal investment opportunities
- Investment portfolio servicing
- Wealth management & preservation
- Individual & family protection
Corporate Wealth Services
We also have expert knowledge within the field of corporate wealth management and offer our clients professional liaison services along with strategic advice on:
- Corporate tax planning
- Corporate pension planning
- Employee & Employer Communications
- Corporate protection
Our team of qualified financial advisors in Newcastle have decades of combined experience working at a senior and strategic level within the wealth management industry.
Founder and Managing director, Ryan Parker (DipPFS) along with his dedicated team are committed to developing innovative strategies for creating and managing wealth, with the aim of providing Seven Bridges clients with security and peace of mind that their financial needs are being professionally and responsibly managed.
How we work
We are committed to building strong relationships with our clients and providing bespoke solutions based on your total financial picture
Your dedicated financial advisor will begin by conducting a free personal and/or business financial review.
This involves sitting down with you in order to get to grips with your key concerns and aspirations before the comprehensive review of your personal or company finances.
Taking into account your situation, needs and priorities, your financial advisors Newcastle will produce a detailed financial report which we will discuss with you in a follow-up meeting.
We will layout our recommendations and agree on a bespoke strategy that will help achieve your financial goals within your budget.
Our charges are fully disclosed in a transparent, open manner and are discussed and agreed upon with you in our initial financial review meeting.
To speak with one of our experts today, please call 0191 491 4119 or email firstname.lastname@example.org