Are you in need of financial Advice Newcastle?

Seven Bridges – Financial Advice Newcastle

• About Seven Bridges
• Our offer to you
• Who are we?
• Our process

About Seven Bridges

Established in 2014, Seven Bridges is an investment management company based in the North East of England. Above all, We offer a diverse range of products and services to our corporate and private clients. Seven Bridges IM operate both regionally and nationally.
We are fully independent with a passionate team of qualified wealth managers. Therefore, Our experts are dedicated to providing leading financial advice Newcastle.

Our offer to you

Whether you are looking for private or corporate financial advice Newcastle, our specialist team can help.

Private Wealth Services

Seven Bridges are one of the leading companies for private and family financial advice in Newcastle. In short, We create bespoke solutions for planning, managing and protecting the financial assets of our clients.
Our services include:

• Tax planning
• Individual & family protection
• Investment portfolio servicing
• Retirement planning
• Personal investment opportunities
• Wealth management & preservation

Corporate Wealth Services

Our corporate clients benefit from our extensive knowledge and experience within corporate wealth management. We create strategic solutions and offer services including but not limited to:

• Professional liaison services
• Corporate protection
• Corporate tax planning
• Employee & Employer Communications
• Corporate pension planning

Who are we?

Seven Bridges have been providing Financial Advice in Newcastle since 2014. Founder and managing director, Ryan Parker (DipPFS) and his dedicated team have built a strong reputation for producing
innovative strategies. Consequently, We have a proven track record of creating and managing wealth. Here at Seven Bridges, our primary goal, above all, is to provide peace of mind for our clients and ensure their finances are managed responsibly and professionally. In addition, we are dedicated to lifelong learning and strive to remain ahead of the curve for our clients. We do this by supporting our staff through higher qualifications and training and expanding our knowledge of the sector with the help of our specialist Research and Development Officer, Jamie.

Our process

Our approach is based on forging strong relationships with our clients, so we begin our process with a free financial review where we seek to gain an understanding of your financial goals and aspirations.
We will then produce for you a detailed financial report that we will discuss with you in a follow up meeting in which we’ll give our recommendations.
Transparency and an open approach are at the heart of our financial advice. We agree on the best solution together, ensuring it aligns with both your specific needs and your budget.

Get in touch today on 0191 491 4119 or email info@sevenbridgesim.co.uk to speak with one of the team. You can also fill in our contact form here.