Financial advice in Newcastle upon Tyne
Life can be better when you have a plan
Getting the most out of your future is all about laying the right foundations today. We work with people across Newcastle upon Tyne and the wider North East to help them identify and achieve their financial goals, then set them on the right course for success.
Based in the North East, we’re a modern, independent, boutique financial planning firm that puts your needs first. We use expertise and clever technology to create smart solutions that make planning for the future simple, helping you to enjoy life now with less on your mind.
You will likely have a picture in your head of where you want to be, and where you don’t. Together we will build a plan to best achieve, and protect, what is important to you.
We help professionals and their families in Newcastle upon Tyne
through every stage in life…
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At work
As a hard-working professional in Newcastle upon Tyne or the wider North East, you want to create a good balance between work, life and planning for your future. You also want to ensure your family will be looked after in the event of unforeseen circumstances.
We’re here to help you plan for and protect what’s most important to you.
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At retirement
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What our clients say
Catherine & Steve
At work
Neil has always been approachable, and his work is thorough and of high quality. We feel listened to and that our needs are fully addressed and appreciate the work and efforts he puts into making sure we remain appropriately updated. I would not hesitate to recommend him to anyone.
Keith & Alex
At work
We feel much happier, better informed and secure after taking advice from Neil and putting his recommendations into action.
Chris
At work
Neil has a wealth of knowledge and I am confident that he has put the best plan in place for us, so I can concentrate at what I am good at with peace of mind.
Phil & Katy
At work
I feel the recommendations satisfy the gap between the cover offered by my employer and the protection required to minimise any financial impact should our future circumstances change. These products give me a great deal of peace of mind. Neil was easy to deal with, responsive and very knowledgeable in his field of expertise. I have full confidence in the advice that I was given by him
Reverend Tony
At retirement
Neil is a gentleman who genuinely cares about his clients. He makes each appointment personal and remembers from meeting to meeting every detail of your circumstances. He handles appointments promptly and efficiently as if you were his only client.
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