Wealth management is planning for your future. We understand that financial advice can appear daunting and complex, whether it be reviewing your current investments or savings, planning for your retirement or ensuring the financial protection of you and your family. Call today for a coffee and a chat and see how we can help.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Services
We serve individuals, families and businesses throughout the Newcastle, Sunderland and Durham area. Planning for a secure future, whether for yourself, your family or your business, is one of the most important steps you will ever take. It is useful to review your financial situation regularly in order to take advantage of any developments in legislation and tax law.
Reviews (2)
Vanessa Heskett
Feb 11, 2021
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Being a first time buyer in the middle of a global pandemic could have been the most stressful and worrying experience but the service I received from Lee made everything so much smoother. I really cant thank him enough for all of the support in not just my mortgage application but also advice and help when dealing with all aspects of buying a house. I would highly recommend for anyone looking to secure a mortgage.
Alice Beer
Aug 23, 2019
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Wanted to leave review as happy with service. Excellent service. Reasonably priced.
Stephen’s knowledge is extensive. He has a great ability to explain legal terms and complex matters in layman terms- clear, concise and easy to understand for someone with little to no knowledge on the subject.
His friendly and approachable manner put me at ease and comfortable to ask the many questions I had. Got the clarification and solution I needed.
Definitely recommend him for: selling properties, property investments, mortgages, buy to let properties and business loans.
Think he also helps with pension
Stephen’s knowledge is extensive. He has a great ability to explain legal terms and complex matters in layman terms- clear, concise and easy to understand for someone with little to no knowledge on the subject.
His friendly and approachable manner put me at ease and comfortable to ask the many questions I had. Got the clarification and solution I needed.
Definitely recommend him for: selling properties, property investments, mortgages, buy to let properties and business loans.
Think he also helps with pension
