Are you searching financial advisers Newcastle to help you make the most of your assets and investments? Speak to one of our specialists today. Find out how we can assess and optimise your investment, retirement and tax strategies. We can help you achieve your financial aspirations.
Financial security is achieved through strategic saving and investment. As one of the leading financial advisers Newcastle, we make our clients’ money work for them.
Through ongoing financial reviews and consultations, we create holistic strategies that diversify your investments and spread risk across various avenues.
From ISAs to Government backed stock and corporate bonds, we explain all the available options and provide trustworthy, professional advice.
Our process begins with a free introductory financial review in which we analyse your current investments and assets to create a complete picture of your financial circumstances. In a follow-up meeting we will present our recommendations and begin creating your bespoke strategy.
Investment is a long-term process and as fully independent financial advisers Newcastle, we seek to build strong relationships with our clients that will last throughout their investment journey.
With frequent changes to reliefs and regulation, tax planning can be a complicated area of financial planning and we recommend calling on the help of financial advisers Newcastle to ensure legal compliance.
It is of course essential that everyone pays their fair share of tax to provide the funds for vital public services. However, it is also important that you do not pay more than you should. This is where we come in.
Working with Seven Bridges, you benefit from our expertise and experience of our qualified team.
From your investments to your retirement plan, we make sure your financial plan is tax-efficient and our agile approach ensures no opportunity is missed.
Retirement planning is an essential element of any financial strategy. Saving in a pension is a tax – efficient method for ensuring you have the retirement that you envision for yourself.
From personal pension plans and self-invested pensions to stakeholder pensions and annuities, we advise our individual and corporate clients on all aspects of retirement planning.
We know that your family’s wellbeing is your priority. Life insurance is sometimes overlooked in financial strategies, however if you have dependants that rely on your income, then we recommend taking out a policy to ensure their financial security if you were to pass away.
We break down all the options available to you, including fixed term, decreasing term, family income benefit and whole of life policies. From there, we research the marketplace on your behalf to find the policy that meets your personal requirements.
Seven Bridges is a fully independent, family-run firm founded by Ryan Parker in 2014. Our team of paraplanners, wealth managers and financial advisers Newcastle are fully qualified with decades of combined experience.