About Us

At River Birch Newman, our mission is unwavering: to democratise financial advice, making it accessible and valuable to all individuals, regardless of their wealth status or background.

We believe that financial empowerment is a fundamental right, and we are dedicated to providing tailored solutions that empower individuals to take control of their financial futures.

About River Birch Newman

Clear Purpose

Our purpose is clear: to optimise lives through holistic financial guidance.

We understand that each person’s financial journey is unique, shaped by their aspirations, values, and lifestyle. Our commitment to inclusivity drives everything we do, ensuring that our services cater to the diverse needs of our clients.

At River Birch Newman, we are more than just financial advisers; we are your partners in financial success, working collaboratively to turn your financial dreams into reality.

Your Expert Team

With expertise in cashflow planning and a focus on clarity, we demystify the complexities of your financial situation, providing insights that empower you to make informed decisions with precision and purpose.

We are here to help you achieve your goals, whether it’s buying a home, funding education, or retiring comfortably. With River Birch Newman, you can achieve financial peace of mind and start living life on your terms.

David Broom

Co-Founder

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David Broom

Co-Founder

David is a visionary leader, deeply passionate about democratising financial advice. He firmly believes that everyone should have access to sound financial guidance, a conviction forged by early experiences that shaped his understanding of the advice gap. His unwavering mission is to bridge this gap and empower individuals and businesses with financial acumen.

With a dynamic portfolio encompassing roles at B7 Associates – a trusted sales and marketing consultancy relied upon by businesses across the country – David is also a Director and Investor at Fintegrate, Non-Executive Director at McCormack Partners, and Business Strategy Consultant at The Newcastle Eagles Basketball Club. His skill set, marked by an entrepreneurial spirit, drives success in each endeavour. He leverages strategic thinking and financial expertise to make a profound impact on the businesses and ventures he partners with.

Beyond the boardroom, David is a devoted family man, finding immense joy in his role as a husband and a father of four. He shares his passion for sports as a coach for the Blyth Spartans girls’ team and as an ardent Manchester United supporter. David’s love for family and sports illustrates his commitment to community and personal growth.

David relishes the flavours of Indian cuisine and surprises those around him with his world-class, under-appreciated singing voice. His life philosophy centres on injecting humour into every aspect of life, making every interaction a memorable and enjoyable experience.

Gurdit Singh

Co-Founder / Financial Planner

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Gurdit Singh

Co-Founder / Financial Planner

With a formidable 18 years in financial services, Gurdit has cemented his reputation as an industry stalwart and a driving force behind River Birch Newman. As one of the five diverse founders, he brings a depth of expertise, having dedicated 13 years as a Financial Planner and 7 in leadership roles within advisory firms. At the heart of Gurdit’s professional ethos is a vision to seamlessly meld technology with financial advisory, enhancing client interactions and making expert financial advice more accessible than ever.

As the firm charts its ambitious growth trajectory, Gurdit’s forward-thinking leadership is pivotal. He ensures a blend of traditional financial wisdom with contemporary, tech-driven solutions, fostering a culture of innovation and client-centricity at River Birch Newman.

Outside the professional realm, Gurdit’s life is a canvas of varied passions. A proud father, he cherishes moments spent with his two young kids, introducing them to the wonders of life. An enthusiast of sports, Gurdit occasionally dabbles in golf and has an aspiration to play more often. Wanderlust fills his free moments, with dreams of traveling to different corners of the world, experiencing diverse cultures, and attending global sporting events.

In the grand tapestry of life, Gurdit weaves together professional excellence with rich personal experiences, leading with purpose in the financial domain and savouring every adventure life offers.

Richard Hogg

Co-Founder

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Richard Hogg

Co-Founder

Richard is a true people enthusiast who finds immense joy in connecting remarkable individuals with exciting opportunities. With a background as a former mechanical engineer, he brings a unique blend of creativity and precision to the table, always on the lookout for fresh ideas and the perfect team to turn dreams into reality.

Richard’s love for life extends beyond his professional pursuits. He’s a devoted family man, happily married to Gina, and together, they share the joy of parenting their two beautiful children, Michael and Aaliyah. When he’s not busy connecting people and nurturing business endeavours, Richard enjoys indulging in a different kind of connection — those relaxing moments during holidays on the French Riviera, having a nice red and watching the sun go down. Then, Antibes is quickly swapped for The Craster Arms and live music in Beadnell when he’s back in Northumberland.

His journey kicked off at Siemens Energy, where he initially dabbled in the world of mechanical engineering. However, he quickly discovered his heart belonged to people and business, rather than crunching numbers. Beyond his current role at RBN, Richard is also the founder of an international recruitment and HR enterprise based in Newcastle, as well as some wider ventures into tech and property.

What truly lights up Richard’s day is meeting individuals who not only possess great ideas but also those with the resources and enthusiasm to bring these ideas to life. In his world, people, capital, and innovation come together to create extraordinary opportunities.

Please contact Richard if he can help with anything business or otherwise!

Anthony Broadhead

Co-Founder

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Anthony Broadhead

Co-Founder

Anthony is a dynamic and driven business leader with a proven track record of scaling businesses, developing sustainable commercial models and building high performance leadership teams through an instinctive values-centric approach to leadership. Anthony’s true passion is people, their professional development, and also their financial development, and he is passionate about ensuring the relationships he fosters are long-term, trusting and impactful. This passion for people has compelled Anthony to focus on building trusting teams to ensure teamwork that enables higher performance.

In addition to sitting on the board at River Birch Newman, Anthony is the Chief Operating Officer (COO) and shareholder at Jackson Hogg, leading a team of over 120 people after joining the business in its infancy in 2016. Anthony is also a NED at the EMN (Engineering and Manufacturing Network), and Co-Founder, and Director, at both Jackson James – an international tech recruitment business, and Tecuna – a tech services and MSP business.

A massive NUFC supporter with a love for all sports, in particular golf (for reasons unknown given he plays off 23), he also loves fine dining and spending time with his wife, children and dog. He tolerates the cat for the sake of his wife and children.

Abu Ali

Co-Founder

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Abu Ali

Co-Founder

Abu is an experienced entrepreneur and big believer in helping people build a better financial future. He believes far more people should have access to better financial advice to allow them to achieve financial freedom.

A chartered accountant, Abu had a decade of successful lead-advisory experience before co-founding WilliamsAli Corporate Finance in early 2019. He has significant experience of advising on company sales, management buyouts and fundraising, including several high-profile deals. An award winning dealmaker, Abu has been recognised numerous times for his work and commitment to client service.

Abu is a passionate supporter of the North East business community and has become a key figure in expanding and developing the region’s networks of investors, entrepreneurs and advisers.

Abu is a proud family man, spending as much time with his children as he can. He is also a keen sports fan and huge Newcastle United enthusiast!

Kieran Trevaskis

Senior Paraplanner

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Kieran Trevaskis

Senior Paraplanner

Kieran’s career in financial services began shortly after graduating in 2020 and has since seen him achieve a diploma in financial planning. He’s now actively working toward his chartered qualification, whilst constantly looking to improve his knowledge within the industry.

Outside of the world of financial services, if the weather allows, you’re likely to find him honing his skills on a golf course. When summer rolls around he actively plays cricket for Newcastle Cricket Club. From a culinary perspective Kieran likes getting his hands dirty in the kitchen whilst also being able to recommend the best places to get pizza in Newcastle. Growing up in Cumbria, Kieran still enjoys trips back to visit family whilst also enjoying all the varied experiences that the North-East has to offer. These hobbies not only provide a well-deserved break from his professional commitments but also reflect his love for good food, outdoor activities, and building connections within his community.

With a strong belief in the power of education and inclusive financial planning, Kieran is dedicated to helping individuals, families and businesses achieve their financial goals and build a secure future. He warmly welcomes opportunities to connect with those who share his commitment to financial accessibility and to explore the world of finance, golf or cricket.

Our values

01

Inclusivity

We are committed to inclusivity, ensuring that our services cater to the diverse needs of our clients. Financial advice should be accessible to everyone, and we make this a reality.

River Birch Newman

02

Clarity

We provide deep insights into your financial situation, offering you the clarity needed to take control of your financial life with precision and purpose.

River Birch Newman

03

Comprehensive approach

Our comprehensive approach takes into account your values, aspirations, and lifestyle, ensuring that your financial plan aligns perfectly with your unique life goals.

Financial Planning - River Birch Newman

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Talk to us today and find out how River Birch Newman can help you towards financial empowerment and take control of your financial future.