Seven Bridges IM
We work with both private and corporate clients, offering a personalised and holistic approach to wealth management.
Retirement Solutions
Corporate Wealth Management
Investment Strategies
Tax Planning
Generational Planning
Family Protection
Corporate Protection

Our Unique Approach
Following an in-depth meeting with our financial adviser Newcastle team, we will conduct a comprehensive financial review of your personal or company finances.
This will form the basis of an in-depth report along with suggestions for an effective strategy.
Wealth management is an ongoing and dynamic process, and we are committed to forging strong relationships with our clients. This is why your dedicated financial adviser Newcastle will meet regularly to review your position and tweak the strategy where necessary.
We are transparent and open about our charges and will agree on a plan that fits your budget.
To learn more about how we can help you achieve your financial goals, get in touch with one of the team today on 0191 491 4119 or info@sevenbridgesim.co.uk