About the Business
As fully independent advisers we are able to offer advice on the broadest range of products and services, a significant benefit for our clients. Whether it be for investment advice, retirement planning, protection needs or tax planning, we have many years experience in finding the most suitable solution for you.
We provide advice and help following a free personal and/or business financial review, which can take place at a convenient time and location for you. Usually a review will start with a very broad description of your concerns and aspirations, before progressing to a thorough financial review.
Following your free initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we will fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways. These will be discussed at our meeting and will be fully disclosed in an open and transparent manner.
Business Services
Investment Planning
Our experienced investment committee provide a non-discretionary investment management service. Our first priority is to determine your attitude to risk and reward, and what you want your money to acheive by establishing your financial circumstances. This will allow us to shape an investment strategy that effectively reflects your needs and aspirations.
Location & Hours
3 Carlton Court, Fifth Avenue
Gateshead, NE11 0AZ
Write a Review
-
Email Address
-
Office
Seven Bridges IM
-
Get Directions
3 Carlton Court, Fifth Avenue, Gateshead, NE11 0AZ
-
Phone
