Financial Advisers Newcastle | What we do

Are you searching financial advisers Newcastle to help you make the most of your assets and investments?

Speak to one of our specialists today and learn how we can assess and optimise your investment, retirement and tax strategies to help you achieve your financial aspirations.

Our services

– Investment management

– Tax Planning

– Retirement Planning

– Corporate wealth management

Investment management

Through a comprehensive financial review our dedicated team of financial advisers Newcastle provide guidance on how to optimise your strategy to maximise returns and limit risks.

We lead you through the wide range of investment opportunities, including ISAs, OEICs, unit trusts, government gilts, corporate bonds and property.

We seek to understand your own personal approach to risk and reward, creating a strategy that diversifies your investments and ensures an appropriate spread of risk.

Email us today to arrange a free consultation with our financial advisers Newcastle.

Tax Planning

Tax planning is an essential aspect of any financial strategy. It is also arguably the most complex.

We work with you to responsibly reduce your liability to tax across the areas of investment and pension planning.

Our commitment to ongoing training keeps us at the very forefront of the sector and the frequent changes to tax reliefs and regulations, ensuring you never miss an opportunity.

If you’re in need of professional guidance from financial advisers Newcastle on your tax planning, call us on 0191 491 4119.

Retirement planning

Planning for retirement is key to financial security. Usually involving contributions from you and your employer, retirement plans prepare you for leaving work.

From self-invested pension plans to annuities, we create a strategy that utilises the various options available to you.

With Seven Bridges you can feel safe in the knowledge that your goals for retirement are achieved.

Corporate wealth management

We offer services across investment, retirement tax and protection planning to help protect the future of your company and your employees.

Our financial advisers create holistic strategies for your company to meet your needs and aspirations.

Whether advising on legally minimising your liability to tax or creating bespoke corporate retirement plan, we offer industry leading expertise that will help you meet legal requirements and reach your long-term financial goals.

If you interested in our corporate wealth management services, speak to a financial adviser Newcastle today by calling 0191 491 4119.

Get in touch with our experts today

TEL: 0191 491 4119
Or, send us an email