Why choose us?
Financial Adviser Newcastle | Investment Management |Seven Bridges
Seven Bridges is a fully independent financial adviser Newcastle, providing tailored solutions to private and corporate clients across the North East and the UK.
Our wide range of products and services cover everything from retirement planning through to investment advice and corporate wealth management.
Continue reading to learn more about the services we offer and our process.
We work with both private and corporate clients, offering a personalised and holistic approach to wealth management. Our services include:
Corporate Wealth Management
We create bespoke solutions for corporate entities to protect the future of both your company and your people.
Retirement plans can be funded in various ways and usually involve contributions being made by both the employer and the individual. We can guide you through the options and find the most appropriate for you or your business.
Corporate investment requires careful consideration to ensure the balance of risk and returns. As a financial adviser Newcastle with decades of combined experience within the financial services industry, we know how to create a strategy that will work for your business based on a solid understanding of your needs and aspirations.
We work with businesses to legally minimise their liability to tax costs. Almost all transactions are subject to tax consequences, so it pays to consider possible avenues for legally reducing this cost through effective planning and financial reviews.
Personal Investment Opportunities
The Seven Bridges Team consist of talented and experienced wealth management experts. Your financial adviser Newcastle will guide you through the processes and ensure your investment decisions will help you achieve your financial goals.
We navigate you through the ins and outs of retirement, including annuity, personal pension options and stakeholder pensions to ensure you are well-prepared for retirement.
As with our corporate clients, we recommend considering whether you are paying your fair share of tax. It is of course vital that everyone contributes towards the vital public services funded by taxes, however it is valuable to have an understanding of ever-changing tax regulations and reliefs to ensure you don’t miss an opportunity.
Following an in-depth meeting with our financial adviser Newcastle team, we will conduct a comprehensive financial review of your personal or company finances.
This will form the basis of an in-depth report along with suggestions for an effective strategy.
Wealth management is an ongoing and dynamic process, and we are committed to forging strong relationships with our clients. This is why your dedicated financial adviser Newcastle will meet regularly to review your position and tweak the strategy where necessary.
We are transparent and open about our charges and will agree on a plan that fits your budget.