Greenarch Wealth Management

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Greenarch Wealth Management

Greenarch Wealth Management provides financial peace of mind, making your money work hard for you. F

08/06/2026

Did you know? As a Greenarch client, you will receive a service tailored to your unique needs. We are discreet and dedicated and here to help you achieve your goals.

Visit our website to learn more and meet the team.

05/06/2026

In this video, Joanna Allen, one of our Independent Financial Planners, talks about her career journey and why she chose to join Greenarch in 2023.

Jo's website profile can be found here: https://buff.ly/P8v0gkJ

02/06/2026

"I don't want to lose my capital"

Protecting capital is not straightforward. Interest rate, inflation, market risks and taxation need to be assessed and planned for. A good plan will include short, medium and longer-term considerations to balance risk and reward with your overall goals.

Get in touch with the team to start your financial planning journey with Greenarch Wealth Management.

30/05/2026

Working with Accountants 🤝

In our experience, when we work closely with a client’s Accountant, the client:
✔️ Becomes more engaged
✔️ Sees more value in their professional relationships
✔️ Feels more supported
✔️ Becomes more aspirational
✔️ Achieves greater clarity and confidence

27/05/2026

"How can Greenarch Wealth Management help business owners?"

We work with your accountant to offer:
☑️ Proactive planning
☑️ A coordinated approach
☑️ Understanding of interaction between corporate and personal planning
☑️ Vision of the future and cashflow planning
☑️ Goal setting and the big picture
☑️ Tax efficiency
☑️ Disaster planning
☑️ Peace of mind

24/05/2026

Meet the Team: Tom Robson

Tom is a paraplanner and has worked in financial planning since 2022. He combines work with study, and is aiming to become a Chartered member of the Chartered Insurance Institute (CII).

21/05/2026

Did you know? Financial planning should include regular and ad hoc meetings to agree on your goals and make important decisions.

18/05/2026

Are you a retiring IFA who wants longer-term continuity for your clients?

Greenarch Wealth Management is wholly owned by the directors, and we have no outside investors. In addition, we have a longer-term plan to develop our team to take the business forward, ensuring it continues beyond the working lives of the current owners. Our focus is on long-term independence, so you can be confident that your clients are in good hands well into the future.

If that sounds good and you want to find out more, please get in touch with Ian or Alister for a no-obligation chat.

15/05/2026

The financial world can be complex, and ensuring you have a secure financial future can be stressful. We spend time understanding your circumstances to create, manage, and monitor financial plans that help you achieve your goals.

12/05/2026

In this video, Alister Gaines talks about the Five Key Questions clients ask time and time again about financial planning.

💷 How much is enough?
💷 How can I keep my capital?
💷 Will my money work hard for me?
💷 Can I ensure my family is well looked after?
💷 Can you take away the stress of financial uncertainty?

Get in touch if you would like us to help you answer them.

Address

19 Berrymoor Court
Newcastle Upon Tyne
NE237RZ

Telephone

+443454744750

Website

http://www.greenarch.uk/

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