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
Company Details
- Employees
- 4
- Founded
- -
- Address
- 3 Riverside Centre, Frankland Lane,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.northumbriafm.co.uk/
- HQ
- Durham, Durham
Northumbria Financial Management Questions
Northumbria Financial Management's website is https://www.northumbriafm.co.uk/
Northumbria Financial Management's LinkedIn profile is https://uk.linkedin.com/company/northumbriafm
Northumbria Financial Management has
4 employees.
View email and phone details for 4
employees at Northumbria Financial Management.
Northumbria Financial Management's industry is
Financial Services
Northumbria Financial Management's top competitors are
Sisoma,
Omnisave Solutions,
Optimal Asset Management Ltd,
Lunaria Finance,
Think Kudos Group,
Kudos Wealth,
Gia,
Lfp Consultants Ltd,
Bailey Capital Partners,
Djm Financial Planning.
Northumbria Financial Management's categories are Financial Services
Northumbria Financial Management's founding year is 1994
