We like to take a holistic approach to a client’s financial needs, building upon relationships with regular meetings. We only recommend products or services that are right for our client.

We have a dedicated team with access to the most current technology to ensure that we provide clients with the security of knowing that their financial future is more assured as a result of working with us.

At Northumbria Financial Management, we believe in making clients’ money work, to help professionals achieve their objectives through carefully designed financial advice and strategic retirement planning that aims to deliver the income necessary to enable clients to live comfortably in retirement.

We offer advice in most areas of financial planning:

• Investment Planning
• Retirement Planning
• Inheritance Tax Planning
• Trusts*
• Financial Protection

*Trusts are not regulated by the Financial Conduct Authority.