Northumbria Financial Management

We are a family business, established in 1994. We offer bespoke, tailored financial planning to individuals, families, businesses, trusts and charities. We are passionate about looking after, and advising our clients in an ever changing financial and sustainable world. We focus on understanding your personal situations and your current and future goals and objectives in order to provide you with personalised solutions. With over half a century of experience, we understand that every client is unique. Our emphasis is on maintaining long-term relationships, and providing a source of trusted advice as your financial needs evolve over the years. Our advice covers all areas of financial planning, including; • Retirement Planning • Investment Planning • Wealth Preservation • Financial Protection Please don’t hesitate to get in touch with us should you require any assistance. Northumbria Financial Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 28/09/2023