Retirement

As fully independent Wealth Managers, we can help you navigate the options and provide the best possible solution for your retirement needs.

Investment

Our experienced investment committee allows us to shape an investment strategy bthat effectively reflects your needs and aspirations.

Protection

Our protection assessors will work with you to ensure that your nearest and dearest will cope with affordability and comforts after you are gone.

Tax Planning

Advanced Tax planning can prove a complex area of personal finance and there are many factors that require consideration.

Corporate

There are many provisions that can be made for Corporate firms to both protect and enhance benefits for an employer and their employees.

Whether this provision is a legal requirement or a form of prudent wealth preservation, Seven Bridges IM will work with you holistically to provide a list of solutions to suit you and your firm.

Get in touch with our experts today

TEL: 0191 491 4119
Or, send us an email

‘Bridging the Gap between your current financial situation and your future financial goals’

Our key focus is to provide advice and solutions to both private individuals and corporate entities by building a relationship that provides you with a lifetime of personalised solutions based on your total financial picture.

As fully independent advisers we are able to offer advice on the broadest range of products and services, a significant benefit for our clients. Whether it be for investment advice, retirement planning, protection needs or tax planning, we have many years experience in finding the most suitable solution for you.