Seven Bridges IM
Are you searching financial advisers Newcastle to help you make the most of your assets and investments?
Investment management
Retirement Planning
Tax 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.
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.
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.