Personal Financial Advice in Northumberland by experienced independent Financial Advisers.
- Financial Planning
- Savings and Investments
- Retirement
- Inheritance Tax Planning*
- Protecting your loved ones
Free initial consultation
We offer an initial consultation by phone, email or in person without charge and would welcome the opportunity to discuss your needs. Our clients come to us for financial planning from all over the UK and overseas.
What should I expect from my initial consultation?
We will talk about your future hopes, discuss your individual and wider needs and establish a picture of your finances. From here our consultants will undertake thorough research into the current market to find the best solutions in line with your personal circumstances and your attitude to risk.
What does it cost to use your services?
We are currently independent with no ties to any organisation so we can offer you the option of paying a fee for the advice we give or alternatively, the provider of any products you choose will provide a fully disclosed amount of remuneration to us.
How do I get in touch?
You can contact Alnwick Financial Management Ltd by phone, email or by calling in at our office in the heart of Alnwick.
Contact us now to arrange an appointment or to speak to one of our advisers.
*The FSA do not regulate Inheritance Tax
The levels, bases and reliefs of taxation are subject to change.
The guidance provided within this website is subject to the UK regulatory regime and is, therefore, primarily targeted at consumers based in the UK. This site does not confer any form of personalised financial advice, should you wish to receive specific financial advice please contact us.
Alnwick Financial Management Ltd is an appointed representative of TenetConnect Services Limited, which is authorised and regulated by the Financial Services Authority. TenetConnect Services Limited is entered on the FSA register under reference 150643.
E-mail communications are not secure, and for this reason Alnwick Financial Management Ltd cannot guarantee the security of the e-mail or its contents or that it remains virus free once sent.