Seven Bridges is a family-run IFA Newcastle, specialising in strategic advice for individuals and businesses.
Since launching in 2014, we have built our reputation as a well-respected and trusted provider of financial advice. Therefore, We have a diverse range of clients.
Our priority is your peace of mind. Above all, Our team of qualified wealth managers, paraplanners and financial administrators are dedicated to managing your finances professionally and responsibly.
In this blog post, we will dive into our five core services:
Seven Bridges provide non-discretionary investment management services, creating comprehensive strategies that align with your approach to risk and reward.
We start by conducting a free financial review of your current financial circumstances. We then assess your ability and willingness to absorb losses to create a complete financial picture.
From there, we work with you to create a multi-faceted strategy that diversifies your investments and spreads risk. Your bespoke plan may include ISAs, OEICs, government backed stock, corporate bonds and other avenues.
Tax planning is often avoided by individuals due to its legal complexity and frequent changes to regulations and reliefs.
We work with our clients to ensure they are paying what they should. It goes without saying that paying the correct amount of tax is vital for our public services. However, As an experienced IFA Newcastle, we understand the intricacies of tax. Therefore From income tax to inheritance and capital gains, we ensure your financial plan is optimised. Tax and your liability to these costs can be reduced.
If you have dependants that rely on your income, a life insurance policy should be part of your overall financial plan.
For as little as £5 per month, you can protect your loved ones from the financial difficulties that may arise if you were to pass away or fall terminally ill.
As an IFA Newcastle, we have built strong relationships with insurance providers over our six years of trading and our leading knowledge of the sector allows us to find the ideal solution for you.
Through a series of free consultations and assessments, we find the policy and provider that best matches your individual needs.
A pension plan is vital for ensuring your financial security in retirement and should play a key role in your overall financial strategy as they can act as a tax-efficient saving method.
With life expectancy only increasing, your retirement may be much longer than you expect. An IFA Newcastle such as Seven Bridges create a pension solution tailored to you. as a result, We advise on personal pension plans, annuities, self-invested personal pensions and stakeholder pensions.
We help businesses protect their future with advice on benefit packages, tax planning, life insurance, retirement planning and investment.
We work closely with you, gaining a thorough understanding of your firm’s current position and vision for the future to create solutions that will contribute to your long term success.