Founded in Newcastle upon Tyne in 2012, we are one of the region’s leading independent wealth managers. Through our flexible, bespoke and personal wealth management service, we are here to help you achieve your financial and lifestyle goals. We are authorised and regulated by the Financial Conduct Authority, ensuring the highest levels of independence, credibility and governance are provided to our customers. Whether you want to talk about growing your wealth, planning for your retirement, protecting your loved ones or managing your ongoing changing financial circumstances, our independent wealth advisers are here to help.
Whatever your financial goals and objectives, our wealth advisers will work with you to establish a personal, bespoke and flexible roadmap to achieve your ambitions. Whether it’s to grow your wealth, prepare for retirement or plan to protect your wealth for your family, we will work with you on a regular basis throughout this journey to ensure you stay on track to achieve your goals. Our primary objective is understanding your priorities and building a long term plan that works for you.
We are experts in all forms of pension planning, with particular expertise in defined benefit transfer analysis. We help you create a comfortable, secure and fit for purpose retirement plan, built purposely for your own defined needs. Understanding the level of income you need, and the certainty of income you require, is essential in creating your ideal pension plan. Whether buying an annuity, making regular withdrawals or continuing to build your pension pot, we are here to help you choose the right route.
We have a history steeped in investment management, with expertise in both building and managing bespoke investment portfolios and creating and manufacturing defined investment products. Whether you wish to take control, or pass the reins to our team, you’ll find the breadth of our investment proposition to be second to none. Our ability to manufacture our own products for customers when the market cannot fulfill the demand sets us apart from our peers, allowing us to consistently outperform common market benchmarks on a regular basis.
Protection for you, your family or your business, we are on hand to help. Choosing the most suitable solutions and correct levels of cover can be difficult without a strong understanding of your needs and who can provide it. Insurance can be a cost-effective way of protecting your most valuable assets and we work with families and businesses every day to tailor bespoke solutions for their personal circumstances.