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 and find out about us, please call 0191 491 4119, email info@sevenbridgesim.co.uk or contact us here