Seven Bridges IM
Why choose Seven Bridges for your financial advisers in Newcastle?
Seven Bridges is a fully independent team of financial advisers Newcastle, providing tailored solutions to private and corporate clients across the North East and the UK.
We work with both private and corporate clients, offering a personalised and holistic approach to wealth management.
Our team here at Seven Bridges Investment Management has a wealth and depth of knowledge that will be able to ensure that you will receive the finest advice available.
Our wide range of products and services cover everything from retirement planning through to investment advice and corporate wealth management.
We, here at Seven Bridges Investment Management, have experts in every area. From retirement planning, investments, protection advice, Tax planning and all your corporate needs
Continue reading to learn more about the services we offer and our process.
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 advisers 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, fulfil your protection needs or get you covered, get in touch with one of the team today on 0191 491 4119, info@sevenbridgesim.co.uk or contact us here