Wealth Management Newcastle

We are a leading accountancy firm offering wealth management in Newcastle Upon Tyne. Our aim is to help you accumulate and plan your wealth to achieve financial freedom in life.

We set ourselves apart with our extensive knowledge and experience, as well as our dedication to exceptional service. With our specialist wealth management team in Newcastle, you will be provided with only the highest standards of service, advice and guidance. 

We work with a diverse portfolio of clients

Our clients’ assets are our number one priority.  We work closely with a diverse portfolio of clients to support their financial goals. Our clients include large corporations, owner managed businesses and individuals. We understand each client has different needs and aspirations, hence we offer personalised advice tailored specifically to you. 

The best for you and your business

Our highly qualified wealth management team will work with you to accommodate your specific needs. Whether you need help with mortgage advice, planning for retirement, or workplace pensions, we are dedicated to maximising your assets for both you and your business. 

We can support you with the following wealth management services:

Business Protection

People are the most important asset of any business, but what happens if this asset is lost? Our experts can help you get the correct insurances in place to protect your business in the case of illness or death of an employee.

Investment Planning

Our wealth management experts will work with you to understand your personal goals and tailor a solid investment strategy to secure your financial future.


Buying a home is the biggest financial decision most of us will make. With so many mortgage lenders offering thousands of products, making the right choice can be difficult. Our dedicated mortgage advisors can offer guidance to help you secure a mortgage for your home, or a commercial or land purchase for your business.

Retirement Planning

Planning for your retirement can be complicated, with many different things to take into account. After determining your plans for the future, our specialist team will advise on the right pension strategy for you or your business.

Tax Mitigation Strategies

Our tax experts work closely with you to maximise your investments and protect your assets in accordance with up to date tax legislation. 

Inheritance Tax and Estate Planning

With thresholds at £325,000, many people will get caught in the Inheritance tax net. Our estate and taxation specialists will help you with a strategy to protect your wealth, giving you peace of mind the assets you leave behind to your loved ones will be maximised.

Family Protection

By planning for death, illness or injury, our team can help you implement the correct insurances to protect you and your family from financial hardship.

Workplace Pensions and Auto Enrolment

Our pension experts will guide you through the workplace pension process, ensuring your company complies with the regulations in the most cost-effective way.

Contact Us

A financial future you love is just a conversation away.

If you’d like further information about our Wealth Management Newcastle Service, get in touch using the form below: