Investment, retirement, protection and tax planning from leading financial advisers Newcastle

Are you looking for financial advisers Newcastle to help you manage and build your financial assets? Seven Bridges provide industry-leading guidance across investment, tax, insurance and tax.

In today’s blog post we’ll be talking about the services we offer and how professional advice can help you achieve financial success.

We will cover:

Investment planning

Tax planning

Retirement planning

Protection planning

Investment planning

Investment, together with careful saving, is the key to financial security. Every investment strategy is unique to the individual. Some favour low risk investment opportunities over high risk. Others are willing to invest over longer time frames than others and some are looking for higher returns than others.

Your financial strategy will be tailored to you by our team of expert financial advisers Newcastle. We carry out a detailed financial review. This is free of charge and will give us a thorough comprehension of your situation. Any current or previous investments, and your needs, aspirations and approach to risk and reward will be considered.

Our investment manager will the sit down with you and conduct a review. Together, you will start to build your bespoke investment plan. They will explain all of the options that are available to you.

We will diversify your investment to ensure a prudent spread of risk. This can ensure the potential returns of your investments will help you achieve your financial goals.

Tax planning

Advanced tax planning is a complex area of financial planning. It is an important part of any financial strategy to ensure you are not paying more than your fair share.

Our financial advisers Newcastle have specialist knowledge of inheritance, income and capital gains tax. Our understanding of the latest changes to regulation and reliefs means no opportunity is missed.

We assess your investments, retirement plan and protection to ensure your overall strategy is as tax efficient as possible.

Retirement Planning

With average life expectancy increasing, planning for retirement has never been more important. Saving in a pension is tax efficient and will allow for you to replace your income when you leave work. There for ensuring you make the most of your retirement.

We advise our clients on personal pension plans, annuities, self-invested personal pensions and stakeholder pensions. We create a bespoke strategy that incorporates various avenues to ensure you are best prepared for your retirement.

Protection Planning

As a family-run team of financial advisers Newcastle, we understand that your family is your priority. Life insurance is often overlooked, however if you are the primary earner in your household with dependants who rely on your income, then life insurance is essential for ensuring their financial stability.

Our life insurance experts research the entire marketplace to find the perfect plan for your needs.

About Seven Bridges

Seven Bridges is a fully independent company consisting of a talented team of financial advisers Newcastle.

We have a commitment to building strong, long-lasting relationships with our clients built on trust. We provide you with the peace of mind that your finances are being handled responsibly and professionally by a team of qualified experts.

To learn more about our services, get in touch today to speak with one of our specialists on 0191 491 4119, info@sevenbridgesim.co.uk or visit us here.