Investment, tax and retirement guidance | Financial Advisers Newcastle

In need of financial advisers Newcastle who can give you investment, tax and retirement guidance? Seven Bridges provide professional advice for individuals and corporate entities. 

In today’s blog post we’ll be introducing our four key areas of expertise:

• Investment management
• Tax Planning
• Retirement planning
• Protection planning

Investment management

Financial security is achieved through strategic saving and investment. Therefor, 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 above all, spread risk across various avenues. 

From ISAs to Government backed stock and corporate bonds, we firstly 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. We can create a complete picture of your financial circumstances. Subsequently, 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. Those relationships will last throughout their investment journey.

Tax Planning

With frequent changes to reliefs and regulation, tax planning can be a complicated area of financial planning. Above all, We recommend calling on the help of financial advisers Newcastle to ensure legal compliance. 

It is of course essential that everyone pays their tax to provide the funds for vital public services. However, it is also important that you do not pay more than you should. Therefore, This is where we come in. 

Working with Seven Bridges, you benefit from our expertise and experience of our qualified team. Consequently, 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 Guidance

Retirement planning is an essential element of any financial strategy. Therefore, 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. 

Protection planning

We know that your family’s wellbeing is your priority. However, Life insurance is sometimes overlooked in financial strategies. Do you have dependants that rely on your income? Firstly, We recommend taking out a policy to ensure their Future financial security of those who rely on you. 

We break down all the options available to you, including fixed term, decreasing term, family income benefit and whole of life policies. After that, we research the marketplace on your behalf to find the policy that meets your personal requirements. 

Who are we? 

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. To learn more or to book your free consultation with one of our experts here, please call on 0191 491 4119 or info@sevenbridgesim.co.uk on 0191 491 4119 or info@sevenbridgesim.co.uk