Seven Bridges IM Ltd

Seven Bridges IM Ltd We provide advice and solutions to both personal and corporate entities on all aspects of wealth planning including Retirement, Investment, Protection, Tax

Established in 2014, Seven Bridges IM Ltd are a firm of fully independent advisers with over 30 years combined experience in the financial sector. As independent advisers we are able to offer advice on the broadest range of products and services, a significant benefit for both our individual and corporate clients. Whether it be for investment advice, retirement planning, protection needs or inheri

tance tax planning, we have many years experience in finding the most suitable solution for our clients' needs. We provide advice and help following a free personal and/or business financial review which can take place at a convenient time and place 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'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives. For your free financial consultation please contact our wealth managers on 0191 491 4119 or at [email protected].

Myth-BustingMYTH BUSTED! Stakeholder pensions are NOT a state pension! Introduced in 2001, these personal pensions are p...
30/01/2025

Myth-BustingMYTH BUSTED!

Stakeholder pensions are NOT a state pension! Introduced in 2001, these personal pensions are perfect for those without current pension provisions. They offer low charges, flexible contributions, and a straightforward approach to help you save for retirement. Start securing your future today!

How Can I Create a Wealth Management Strategy? Creating a wealth management strategy can be a daunting task, but it does...
24/01/2025

How Can I Create a Wealth Management Strategy?

Creating a wealth management strategy can be a daunting task, but it doesn’t have to be. The first step is to assess your current financial situation and determine what your goals are. Once you know where you want to go, you can start putting together a plan to get there. If you’re not sure where to start, we can help. As experienced Financial Advisors, we can work with you to create a wealth management strategy that suits your needs and helps you reach your financial goals.

Your financial journey is unique, and so is our approach.At Seven Bridges, we specialize in offering personalized advice...
23/01/2025

Your financial journey is unique, and so is our approach.

At Seven Bridges, we specialize in offering personalized advice to individuals and businesses, building relationships that last a lifetime. Let us be your trusted guide with solutions tailored to your total financial picture.

Your financial journey, your strategy.Balancing risk and return is essential to secure your future. Let us help you crea...
21/01/2025

Your financial journey, your strategy.

Balancing risk and return is essential to secure your future. Let us help you create a plan that works for you!

Take Control of Your Financial FutureAt Seven Bridges, we believe that financial planning should be personalized to YOU....
17/01/2025

Take Control of Your Financial Future

At Seven Bridges, we believe that financial planning should be personalized to YOU. No one-size-fits-all advice here! Our experts work closely with you to create a plan that aligns with your life and goals. From investment strategies to retirement plans, we’ve got you covered.

Your financial journey, your strategyBalancing risk and return is essential to secure your future. Let us help you creat...
16/01/2025

Your financial journey, your strategy

Balancing risk and return is essential to secure your future. Let us help you create a plan that works for you!

2025 is the year to take control of your financial journey.With our experienced, affordable, and professional financial ...
10/01/2025

2025 is the year to take control of your financial journey.

With our experienced, affordable, and professional financial advisory services, you’ll receive:
✔️ Tailored advice to meet your goals
✔️ Expertise you can trust
✔️ Support every step of the way

We’re proud to serve Newcastle with personalized, cost-effective solutions. Let’s build your brighter future together.

Navigating your finances in 2025 doesn't have to be overwhelming. Our expert advisors are here to help you:✅ Build a sol...
09/01/2025

Navigating your finances in 2025 doesn't have to be overwhelming. Our expert advisors are here to help you:

✅ Build a solid financial plan
✅ Make informed investment decisions
✅ Achieve your financial goals

Serving Newcastle with affordable and professional advice, tailored just for you. Let's secure your future today!

Your Financial Goals Are Closer Than You ThinkFeeling stuck between where you are now and where you want to be financial...
19/12/2024

Your Financial Goals Are Closer Than You Think

Feeling stuck between where you are now and where you want to be financially?
With our expertise, we’ll help you:
Assess your current situation
Build a roadmap to success
Achieve your long-term financial dreams

Don’t wait—start building your bridge to a brighter future today!

Take Control of Your Financial FutureAt Seven Bridges, we believe that financial planning should be personalized to YOU....
16/12/2024

Take Control of Your Financial FutureAt Seven Bridges, we believe that financial planning should be personalized to YOU. No one-size-fits-all advice here! Our experts work closely with you to create a plan that aligns with your life and goals. From investment strategies to retirement plans, we’ve got you covered.

Planning for the future means caring for the ones you love most.Our experienced protection assessors will ensure that yo...
12/12/2024

Planning for the future means caring for the ones you love most.

Our experienced protection assessors will ensure that your loved ones are financially secure, giving you peace of mind today and tomorrow.

Your financial future matters.Looking for expert financial advisers in Newcastle? Our team specializes in helping you op...
10/12/2024

Your financial future matters.Looking for expert financial advisers in Newcastle?

Our team specializes in helping you optimize your assets and investments with personalized strategies designed to achieve your goals.

Address

Unit 2, Boston House, Business Park, Fifth Avenue
Gateshead
NE110HF

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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